account_balance
Investment manager · 13F filer · SEC CIK 2131047
Capital Advisor Network LLC
Reported value$80.8Mas of Sep 30, 2026
Positions268 113 new, 28 sold out
Top 10 weight66.7%IVV alone is 11%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
10.7%
QQQInvesco QQQ Tr
10.3%
VUGVanguard Index FDS
9.7%
VTVVanguard Index FDS
9.1%
VEAVanguard Tax-Managed FDS
6.4%Added +90%
DIASPDR Dow Jones Industrial Average ETF Trust
6.2%Trimmed −3%
HIAIETF Opportunities Trust
5.2%New
GLDSPDR Gold Trust
3.7%Trimmed −17%
THIRThor Finl Technologies Tr
2.9%
THLVThor Finl Technologies Tr
2.5%
IJHiShares Tr
2.4%−53%
USDUWisdomtree Tr
2.4%
IVViShares Tr
10.7%
QQQInvesco QQQ Tr
10.3%
VUGVanguard Index FDS
9.7%
VTVVanguard Index FDS
9.1%
VEAVanguard Tax-Managed FDS
6.4%
DIASPDR Dow Jones Industrial Average ETF Trust
6.2%
HIAIETF Opportunities Trust
5.2%
THIR
THLV
IJH
USDU
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
IVV iShares Tr 10.7% Held
QQQ Invesco QQQ Tr 10.3% Held
VUG Vanguard Index FDS 9.7% Held
VTV Vanguard Index FDS 9.1% Held
VEA Vanguard Tax-Managed FDS 6.4% Added +90%
DIA SPDR Dow Jones Industrial Average ETF Trust 6.2% Trimmed −3%HIAI ETF Opportunities Trust 5.2% New
GLD SPDR Gold Trust 3.7% Trimmed −17%THIR Thor Finl Technologies Tr 2.9% Held
THLV Thor Finl Technologies Tr 2.5% Held
IJH iShares Tr 2.4% Trimmed −53%
USDU Wisdomtree Tr 2.4% Trimmed −25%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- HIAI $4.2M
- UUP $815K
- QYLD $439K
- SDCI $346K
arrow_upwardAdded
- XLV +42940%
- VWO +4822%
- BIL +428%
- CLOZ +144%
arrow_downwardTrimmed
- USMV −77%
- IJH −53%
- MAGS −35%
- PFIX −29%
remove_circleSold out
- MBB $215K
- Fidelity Select Technology Portfolio $76.9K
- IHE $70.6K
- Fidelity Blue Chip Growth Fund $58.1K
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