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

Capital Analysts, LLC

$3.8B in tracked AUM across 2,305 positions as of Q1 2026.

CA
CIK 0001624758 · last filed Mar 31, 2026
Total AUM
$3.8B
as of Q1 2026
Holdings
2,305
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Capital Analysts, 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
SPYM
SPDR SERIES TRUST
$304M4.0M8.0%02
FBND
FIDELITY MERRIMACK STR TR
$144M3.2M3.8%03
IVV
ISHARES TR
$121M186K3.2%04
IEFA
ISHARES TR
$120M1.3M3.1%05
SPIB
SPDR SERIES TRUST
$85M2.5M2.2%06
RWL
INVESCO EXCH TRADED FD TR II
$80M696K2.1%07
JCPB
J P MORGAN EXCHANGE TRADED F
$73M1.6M1.9%08
IEMG
ISHARES INC
$73M1.0M1.9%09
TDTF
FLEXSHARES TR
$72M3.0M1.9%10
FMDE
FIDELITY COVINGTON TRUST
$66M1.8M1.7%

Filing history

2026Q1Mar 31
$3.8B▲ 8.6%
2,305 positionsView →2025Q4Dec 31
$3.5B▲ 76.2%
1,975 positionsView →2025Q3Sep 30
$2.0B▼ 33.7%
1,253 positionsView →2025Q2Jun 30
$3.0B▲ 11.9%
1,786 positionsLocked2025Q1Mar 31
$2.7B▲ 7.6%
1,745 positionsLocked2024Q4Dec 31
$2.5B▲ 1.5%
1,653 positionsLocked2024Q3Sep 30
$2.5B▲ 8.5%
1,587 positionsLocked2024Q2Jun 30
$2.3B▲ 5.6%
1,464 positionsLocked2024Q1Mar 31
$2.1B▲ 7.9%
1,376 positionsLocked2023Q4Dec 31
$2.0B▲ 10.5%
1,352 positionsLocked2023Q3Sep 30
$1.8B▼ 0.1%
1,424 positionsLocked2023Q2Jun 30
$1.8B▲ 2.9%
1,222 positionsLocked
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