Capital Investment Advisory Services, LLC

All 13F Filings

Location
Raleigh, NC
Most recent 13F
Q2 2026
Holdings value ($000)
1,620,407
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/23/2026 1,301 1,620,407 13F-HR Capital Investment Advisory Services, LLC
Q1 2026 5/5/2026 1,206 1,371,141 13F-HR Capital Investment Advisory Services, LLC
Q4 2025 1/21/2026 1,164 1,414,448 13F-HR Capital Investment Advisory Services, LLC
Q3 2025 11/5/2025 1,084 1,260,648 13F-HR Capital Investment Advisory Services, LLC
Q2 2025 8/8/2025 1,054 1,221,482 13F-HR Capital Investment Advisory Services, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 765.7 K 47.6% 59.35 K 0 59.35 K
ETFs 816.3 K 50.7% 193.6 K 0 193.6 K
Debt 27.04 K 1.7% 0 1.618 K -1.618 K
Other 0 0.0% 0 231 -231
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
1,620,407
Holdings
1301
QoQ value change ($000)
249,266 (18.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.