account_balance
Investment manager · 13F filer · SEC CIK 1597878
Capital Advisors, Ltd. LLC
Reported value$987Mas of Sep 30, 2026
Positions1,641 169 new, 46 sold out
Top 10 weight40.2%SPY alone is 9%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
9.2%
IWFiShares Tr
7.0%Trimmed −2%
QUALiShares Tr
3.7%
VTIVanguard Index FDS
3.7%
IWDiShares Tr
3.3%
VIGVanguard Specialized Funds
3.3%
QQQInvesco QQQ Tr
2.7%
RSPInvesco Exchange Traded Fd T
2.6%
DGROiShares Tr
2.4%
IJKiShares Tr
2.3%
IVWiShares Tr
2.3%
SDYSPDR Series Trust
2.1%
SPYSPDR S&P 500 ETF Trust
9.2%
IWFiShares Tr
7.0%Trimmed −2%
QUALiShares Tr
3.7%
VTIVanguard Index FDS
3.7%
IWDiShares Tr
3.3%
VIGVanguard Specialized Funds
3.3%
QQQInvesco QQQ Tr
2.7%
RSPInvesco Exchange Traded Fd T
2.6%
DGROiShares Tr
2.4%
IJK2.3%
IVW2.3%
SDY2.1%
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
SPY SPDR S&P 500 ETF Trust 9.2% Held
IWF iShares Tr 7.0% Trimmed −2%
QUAL iShares Tr 3.7% Held
VTI Vanguard Index FDS 3.7% Held
IWD iShares Tr 3.3% Held
VIG Vanguard Specialized Funds 3.3% Held
QQQ Invesco QQQ Tr 2.7% Held
RSP Invesco Exchange Traded Fd T 2.6% Held
DGRO iShares Tr 2.4% Held
IJK iShares Tr 2.3% Held
IVW iShares Tr 2.3% Held
SDY SPDR Series Trust 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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