account_balance
Investment manager · 13F filer · SEC CIK 1824700
Capital Advisors Wealth Management, LLC
Reported value$887Mas of Sep 30, 2026
Positions230 12 new, 10 sold out
Top 10 weight42.8%FNDF alone is 7%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FNDFSchwab Strategic Tr
6.7%Added +4%
IVViShares Tr
6.0%Added +5%
VIGVanguard Specialized Funds
5.2%Trimmed −6%
JPIEJ P Morgan Exchange Traded F
4.8%Added +33%
IWFiShares Tr
4.2%Trimmed −3%
QQQInvesco QQQ Tr
4.1%
JPSTJ P Morgan Exchange Traded F
3.6%Added +50%
VGTVanguard World Fd
3.5%
SPYSPDR S&P 500 ETF Trust
2.3%Added +3%
IEMGiShares Inc
2.2%+11%
AAPLApple Inc.
2.2%
AVUVAmerican Centy ETF Tr
2.1%+13%
FNDFSchwab Strategic Tr
6.7%Added +4%
IVViShares Tr
6.0%Added +5%
VIGVanguard Specialized Funds
5.2%Trimmed −6%
JPIEJ P Morgan Exchange Traded F
4.8%Added +33%
IWFiShares Tr
4.2%Trimmed −3%
QQQInvesco QQQ Tr
4.1%
JPSTJ P Morgan Exchange Traded F
3.6%
VGTVanguard World Fd
3.5%
IEMG
AAPLAVUV
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
FNDF Schwab Strategic Tr 6.7% Added +4%
IVV iShares Tr 6.0% Added +5%
VIG Vanguard Specialized Funds 5.2% Trimmed −6%
JPIE J P Morgan Exchange Traded F 4.8% Added +33%
IWF iShares Tr 4.2% Trimmed −3%
QQQ Invesco QQQ Tr 4.1% Held
JPST J P Morgan Exchange Traded F 3.6% Added +50%
VGT Vanguard World Fd 3.5% Held
SPY SPDR S&P 500 ETF Trust 2.3% Added +3%IEMG iShares Inc 2.2% Added +11%
AAPL Apple Inc. 2.2% HeldAVUV American Centy ETF Tr 2.1% Added +13%
What changed
Biggest moves since Jun 30, 2026
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