13F Insight
DOSSIER · 13F-HR · Q1 2026

Capital Advisors, Ltd. LLC

$880M in tracked AUM across 1,555 positions as of Q1 2026.

CA
CIK 0001597878 · last filed Mar 31, 2026
Total AUM
$880M
as of Q1 2026
Holdings
1,555
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Capital Advisors, Ltd. LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$77M118K8.8%02
IWF
ISHARES TR
$60M142K6.9%03
QUAL
ISHARES TR
$32M169K3.7%04
VIG
VANGUARD SPECIALIZED FUNDS
$31M142K3.5%05
VTI
VANGUARD INDEX FDS
$30M94K3.4%06
IWD
ISHARES TR
$27M126K3.1%07
RSP
INVESCO EXCHANGE TRADED FD T
$23M121K2.6%08
DGRO
ISHARES TR
$22M309K2.5%09
USMV
ISHARES TR
$22M234K2.5%10
IJK
ISHARES TR
$21M213K2.4%

Filing history

2026Q1Mar 31
$880M▼ 0.8%
1,555 positionsView →2025Q4Dec 31
$887M▲ 0.1%
1,536 positionsView →2025Q3Sep 30
$885M▲ 9.2%
1,528 positionsView →2025Q2Jun 30
$811M▲ 6.8%
1,531 positionsLocked2025Q1Mar 31
$759M▼ 4.3%
1,508 positionsLocked2024Q4Dec 31
$793M▼ 1.6%
1,537 positionsLocked2024Q3Sep 30
$806M▲ 4.6%
1,554 positionsLocked2024Q2Jun 30
$771M▲ 0.4%
1,584 positionsLocked2024Q1Mar 31
$767M▲ 7.7%
1,548 positionsLocked2023Q4Dec 31
$712M▲ 9.1%
1,424 positionsLocked2023Q3Sep 30
$653M▼ 2.5%
1,444 positionsLocked2023Q2Jun 30
$669M▲ 10.0%
1,443 positionsLocked
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