Capital Advisors Wealth Management, LLC Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$734.1M

Holdings

219

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (219 positions)

StockValue
VXUSVANGUARD STAR FDS
$236K
EMXCISHARES INC
$234K
ITMVANECK ETF TRUST
$232K
HELOJ P MORGAN EXCHANGE TRADED F
$220K
BTCGRAYSCALE BITCOIN MINI TR ET
$219K
GSWOGOLDMAN SACHS ETF TR
$217K
DSIISHARES TR
$213K
JAVAJ P MORGAN EXCHANGE TRADED F
$213K
PAYXPAYCHEX INC
$212K
DISDISNEY WALT CO
$209K
YUMYUM BRANDS INC
$204K
NULVNUSHARES ETF TR
$203K
GBTCGRAYSCALE BITCOIN TRUST ETF
$203K
ETENERGY TRANSFER L P
$176K
ALDXALDEYRA THERAPEUTICS INC
$81K
BTOB2GOLD CORP
$54K
CRDFCARDIFF ONCOLOGY INC
$29K
SABRSABRE CORP
$20K
RNXTRENOVORX INC
$8K
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