Capital Advisors Wealth Management, LLC
Position in DELL — Dell Technologies Inc.
CIK 1824700
YAKIMA, WA
Position in DELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$458,210
New position
Shares Held
1,062
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,446
of 2,109 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in DELL
reported options exposure · as of Jun 30, 2026CallValue
$215,730
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Computer Hardware
Technology · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $2,443,459 across 4 Computer Hardware names. DELL ranks #3 (18.8% of the industry book) .
All Filings in DELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,210 | 1,062 | Shares | Sole | 2026-07-23 | |
| 2026-06-30 | $215,730 | 500 | Call | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||