Capital Advisors Wealth Management, LLC
All 13F Filings
- Location
- Yakima, WA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 887,603
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 233 | 887,603 | 13F-HR | Capital Advisors Wealth Management, LLC |
| Q2 2026 | 7/23/2026 | 231 | 851,444 | 13F-HR | Capital Advisors Wealth Management, LLC |
| Q1 2026 | 4/8/2026 | 219 | 744,919 | 13F-HR | Capital Advisors Wealth Management, LLC |
| Q4 2025 | 1/21/2026 | 219 | 734,119 | 13F-HR | Capital Advisors Wealth Management, LLC |
| Q3 2025 | 10/16/2025 | 215 | 700,653 | 13F-HR | Capital Advisors Wealth Management, LLC |
| Q2 2025 | 8/13/2025 | 191 | 636,357 | 13F-HR | Capital Advisors Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
787
(0.1% of total reported value)
· QoQ Δ:
+224
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 198.5 K | 22.4% | 10.08 K | 0 | 10.08 K |
| ETFs | 673.6 K | 76.0% | 24.27 K | 0 | 24.27 K |
| Debt | 14.7 K | 1.7% | 1.596 K | 0 | 1.596 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
887,603
Holdings
233
QoQ value change ($000)
36,159
(4.2%)
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.