Capital Advisors Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The report lists a total of 233 distinct equity securities held by the firm during the specified period.
The filing details a portfolio that includes a mix of large-cap technology companies, industrial manufacturers, and various exchange-traded funds. Major positions include Apple Inc., with 57,688 shares; Microsoft Corporation, with 30,616 shares; and NVIDIA Corporation, with 39,402 shares. The firm also holds significant positions in Alphabet Inc. Class A and Class C shares, Amazon.com Inc., and Meta Platforms Inc. Class A.
Industrial and energy holdings are represented by companies such as Chevron Corporation, ExxonMobil Holdings Corp., Caterpillar Inc., and Marathon Petroleum Corp. The portfolio also includes substantial stakes in financial institutions, including JPMorgan Chase & Co. and Fidelity National Financial Inc.
A significant portion of the portfolio is allocated to exchange-traded funds, including the Invesco QQQ Trust, the iShares Core S&P 500 ETF, and various funds managed by Goldman Sachs and J.P. Morgan. The filing indicates that all positions are held for investment purposes.
