Capwealth Advisors, LLC - Q32026 Holdings

Capwealth Advisors, LLC holds 108 stocks with a total portfolio value of $ 1.32B as of Q32026. In Q32026, Capwealth Advisors, LLC added 8 new positions, increased stakes in 40 stocks, reduced 41 holdings, and fully exited 4 positions. The largest holding is Federal Natl Mtg Assn Var Pfd Ser P (FNMA), representing 4.44% of the total portfolio.