account_balance
Investment manager · 13F filer · SEC CIK 1061555
Capital Financial Group Inc
Reported value$189Mas of Sep 30, 2026
Positions103 8 new, 7 sold out
Top 10 weight43.2%SPYM alone is 9%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
8.7%Trimmed −14%
GSIEGoldman Sachs ETF Tr
7.0%
USMViShares Tr
6.8%
SPABSPDR Series Trust
3.9%Added +41%
SPEMSPDR Index SHS FDS
3.4%
FIXDFirst Tr Exchng Traded Fd Vi
2.7%Added +10%
GSSCGoldman Sachs ETF Tr
2.7%Trimmed −9%
AAPLApple Inc.
2.7%
JPMJPMorgan Chase & Co
2.6%
IJHiShares Tr
2.6%Trimmed −6%
GBILGoldman Sachs ETF Tr
2.6%Added +19%
TOTLSsga Active ETF Tr
2.5%Added +24%
SPYMSPDR Series Trust
8.7%Trimmed −14%
GSIEGoldman Sachs ETF Tr
7.0%
USMViShares Tr
6.8%
SPABSPDR Series Trust
3.9%
SPEMSPDR Index SHS FDS
3.4%
FIXDFirst Tr Exchng Traded Fd Vi
2.7%
GSSC2.7%
AAPL2.7%JPM2.6%IJH2.6%
GBIL2.6%
TOTL2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 8.7% Trimmed −14%
GSIE Goldman Sachs ETF Tr 7.0% Held
USMV iShares Tr 6.8% Held
SPAB SPDR Series Trust 3.9% Added +41%
SPEM SPDR Index SHS FDS 3.4% Held
FIXD First Tr Exchng Traded Fd Vi 2.7% Added +10%
GSSC Goldman Sachs ETF Tr 2.7% Trimmed −9%
AAPL Apple Inc. 2.7% HeldJPM JPMorgan Chase & Co 2.6% HeldIJH iShares Tr 2.6% Trimmed −6%
GBIL Goldman Sachs ETF Tr 2.6% Added +19%
TOTL Ssga Active ETF Tr 2.5% Added +24%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.