Capital Advisors Wealth Management, LLC

Portfolio Overview

Capital Advisors Wealth Management reported a materially larger portfolio at $734.12M as of 2025-12-31, up 174.7% from $267.22M on 2025-09-30. The filing lists 219 holdings, with 28 new positions introduced and 28 positions exited during the quarter, indicating an active, large-scale reallocation rather than a simple incremental change. The portfolio is ETF-centric: ETFs total $422.03M, or roughly 57.5% of assets. The remaining ~42.5% is distributed across direct equity posi...