Capital Advisors Wealth Management, LLC
Top Portfolio Positions
113 positions ·
$192,381,563 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
44,164 | $25,490,577 | 13.25% | |
| AAPL |
Apple Inc.
Technology
|
58,375 | $14,814,991 | 7.70% | |
| SPY |
Spdr S&P 500 ETF Trust
|
21,392 | $13,912,073 | 7.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
50,973 | $10,616,146 | 5.52% | |
| MSFT |
Microsoft Corp
Technology
|
28,478 | $10,541,701 | 5.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
35,114 | $10,097,381 | 5.25% | |
| NVDA |
Nvidia Corp
Technology
|
37,586 | $6,554,998 | 3.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,438 | $6,544,022 | 3.40% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,172 | $6,149,965 | 3.20% | |
| AVGO |
Broadcom Inc.
Technology
|
13,120 | $4,060,771 | 2.11% |
Portfolio Trend
21 quarters · across all stocks
Holdings in CRDF
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,300 | 15,000 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $29,505 | 10,500 | Shares | Sole | 2026-01-21 | |
| No 13F history on record for this holder in this stock. | ||||||