Capital Advisors Wealth Management, LLC - Q12026 Holdings

Capital Advisors Wealth Management, LLC holds 216 stocks with a total portfolio value of $ 744.92M as of Q12026. In Q12026, Capital Advisors Wealth Management, LLC added 9 new positions, increased stakes in 126 stocks, reduced 71 holdings, and fully exited 12 positions. The largest holding is Schwab Strategic Tr (FNDF), representing 6.91% of the total portfolio.