Capital Advisors Wealth Management, LLC - Q32026 Holdings
Capital Advisors Wealth Management, LLC holds 230 stocks with a total portfolio value of $ 887.6M as of Q32026. In Q32026, Capital Advisors Wealth Management, LLC added 230 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Schwab Strategic Tr (FNDF), representing 6.74% of the total portfolio.
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