Capital Advisors Wealth Management, LLC - Q42025 Holdings

Capital Advisors Wealth Management, LLC holds 219 stocks with a total portfolio value of $ 734.12M as of Q42025. In Q42025, Capital Advisors Wealth Management, LLC added 14 new positions, increased stakes in 141 stocks, reduced 58 holdings, and fully exited 10 positions. The largest holding is Schwab Strategic Tr (FNDF), representing 6.61% of the total portfolio.