CapWealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 122 positions held by the firm.
The portfolio includes a mix of individual equities and exchange-traded funds. Among the largest individual stock holdings are Microsoft Corporation, with 84,108 shares; Lumen Technologies, with 6,906,258 shares; and Berkshire Hathaway Inc. Class A, with 2 shares.
The filing also details significant positions in Mastercard Incorporated, with 35,599 shares; Apple Inc., with 68,124 shares; and Visa Inc. Class A, with 862 shares. The portfolio includes a total of 18 exchange-traded funds, including the Vanguard S&P 500 ETF, the SPDR S&P 500 ETF, and the Invesco S&P 500 Equal Weight ETF.
Additionally, the filing lists various preferred shares of Federal Home Loan Mortgage Corporation (Freddie Mac) and Federal National Mortgage Association (Fannie Mae), including Series 8.375 Non-Cumulative Preferred Stock, Series 6.02 Non-Cumulative Preferred Stock, and multiple Series of Variable Rate Preferred Stock.
