CAPITAL FINANCIAL GROUP INC\CO\ /ADV Q1 2026 Filing

Filed April 27, 2026

Portfolio Value

$123.1B

Holdings

106

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (106 positions)

StockValue
SPYMSPDR SERIES TRUST
$17.0B
GSIEGOLDMAN SACHS ETF TR
$12.7B
USMVISHARES TR
$12.2B
SPEMSPDR INDEX SHS FDS
$6.0B
IJHISHARES TR
$5.1B
GSSCGOLDMAN SACHS ETF TR
$5.0B
FIXDFIRST TR EXCHNG TRADED FD VI
$4.9B
GIGBGOLDMAN SACHS ETF TR
$4.0B
SPABSPDR SERIES TRUST
$3.9B
TOTLSSGA ACTIVE ETF TR
$3.4B
SDVYFIRST TR EXCHANGE TRADED FD
$3.0B
GLDMWORLD GOLD TR
$2.9B
FMBFIRST TR EXCH TRADED FD III
$2.9B
AGGISHARES TR
$2.7B
TBILRBB FD INC
$2.0B
FLSPFRANKLIN TEMPLETON ETF TR
$1.9B
BACVERIZON COMMUNICATIONS INC
$1.9B
FMHIFIRST TR EXCH TRADED FD III
$1.8B
CTASIMPLIFY EXCHANGE TRADED FUN
$1.8B
SHYGISHARES TR
$1.7B
FUMBFIRST TR EXCH TRADED FD III
$1.6B
SLQDISHARES TR
$1.6B
BKHBLACK HILLS CORP
$1.5B
MOALTRIA GROUP INC
$1.5B
UPSUNITED PARCEL SVCS INC
$1.4B
RRRRED ROCK RESORTS INC
$1.4B
PULSPGIM ETF TR
$1.4B
MPMP MATERIALS CORP
$1.2B
ULUNILEVER PLC
$1.0B
FTGCFIRST TR EXCHANGE TRAD FD VI
$868.9M
BMYBRISTOL-MYERS SQUIBB CO
$808.9M
CCLCARNIVAL CORP
$780.6M
NKENIKE INC
$695.3M
BBARRICK MNG CORP
$651.9M
SCHFSCHWAB STRATEGIC TR
$630.6M
TTETOTALENERGIES SE
$620.5M
FSMBFIRST TR EXCH TRADED FD III
$616.8M
IBITISHARES BITCOIN TRUST ETF
$562.5M
TAT&T INC
$499.8M
SPMDSPDR SERIES TRUST
$490.3M
BNDDKRANESHARES TRUST
$465.3M
TXTTEXTRON INC
$464.2M
AVTAVNET INC
$462.9M
SPSMSPDR SERIES TRUST
$427.9M
ALLYALLY FINL INC
$417.2M
SHYDVANECK ETF TRUST
$404.8M
DVNDEVON ENERGY CORP NEW
$399.3M
REALTHE REALREAL INC
$360.1M
CUBECUBESMART
$345.3M
SFDSMITHFIELD FOODS INC
$303.8M
LVSLAS VEGAS SANDS CORP
$301.7M
DOWDOW HLDGS INC
$285.1M
DKNGDRAFTKINGS INC NEW
$283.2M
EMLPFIRST TR EXCHANGE-TRADED FD
$278.9M
ULSUL SOLUTIONS INC
$263.6M
CHWYCHEWY INC
$245.8M
IDV*ISHARES TR
$218.9M
VVVVALVOLINE INC
$207.7M
PRGOPERRIGO CO PLC
$156.2M
CHWCALAMOS GBL DYN INCOME FUND
$76.2M
RI4APOET TECHNOLOGIES INC
$68.3M
AAPLAPPLE INC
$4.8M
JPMJPMORGAN CHASE & CO
$4.6M
GBILGOLDMAN SACHS ETF TR
$4.0M
JNJJOHNSON & JOHNSON
$3.8M
LQDISHARES TR
$2.9M
CVXCHEVRON CORPORATION
$2.7M
NEMNEWMONT CORP
$2.6M
XOMEXXON MOBIL CORP
$2.6M
LMTLOCKHEED MARTIN CORP
$2.4M
NVSNNOVARTIS AG
$2.1M
GILDGILEAD SCIENCES INC
$1.8M
IRMIRON MTN INC DEL
$1.8M
MUBISHARES TR
$1.7M
IBMINTERNATIONAL BUSINESS MACHS
$1.6M
RSGREPUBLIC SVCS INC
$1.4M
4I1PHILIP MORRIS INTL INC
$1.2M
WMTWALMART INC
$1.1M
UNPUNION PAC CORP
$1.0M
MMM3M CO
$939K
PSAPUBLIC STORAGE OPER CO
$922K
LHXL3HARRIS TECHNOLOGIES INC
$905K
VVISA INC
$905K
COSTCOSTCO WHOLESALE CORPORATION
$866K
PGPROCTER & GAMBLE CO
$729K
FANGDIAMONDBACK ENERGY INC
$709K
GOOGLALPHABET INC
$705K
CATCATERPILLAR INC
$695K
XYLXYLEM INC
$621K
NBISNEBIUS GROUP N.V.
$605K
WYNNWYNN RESORTS LTD
$568K
MSFTMICROSOFT CORP
$554K
ROKROCKWELL AUTOMATION INC
$538K
AMZNAMAZON COM INC
$511K
TKOTKO GROUP HOLDINGS INC
$508K
MCDMCDONALDS CORP
$467K
GSGOLDMAN SACHS GROUP INC
$435K
GDGENERAL DYNAMICS CORP
$433K
TMUST-MOBILE US INC
$398K
FNVFRANCO NEV CORP
$328K
Page 1 of 2Next