Capital Advisors Wealth Management, LLC
All 13F Filings
- Location
- Yakima, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 744,919
- 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 |
|---|---|---|---|---|---|
| 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):
311
(0.0% of total reported value)
· QoQ Δ:
+311
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 162.1 K | 21.8% | 0 | 251.7 K | -251.7 K |
| ETFs | 569.4 K | 76.5% | 260.4 K | 0 | 260.4 K |
| Debt | 13.11 K | 1.8% | 1.806 K | 0 | 1.806 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
744,919
Holdings
219
QoQ value change ($000)
10,800
(1.5%)
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.