Capital Advisors Wealth Management, LLC

Position in V — Visa Inc.

CIK 1824700 YAKIMA, WA

Position in V

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,138,351

+$653,222 QoQ

Shares Held

12,062

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#1,801

of 4,501 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Capital Advisors Wealth Management, LLC holds $6,557,347 across 3 Credit Services names. V ranks #1 (63.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	12,062	$4,138,351
2	SOFI	SoFi Technologies, Inc.	113,162	$2,028,994
3	AXP	American Express Co	1,153	$390,002

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,138,351	12,062	+4.6%	Shares	Sole	2026-07-23
2026-03-31	$3,485,129	11,531	-26.4%	Shares	Sole	2026-04-08
2025-12-31	$5,493,170	15,663	+0.5%	Shares	Sole	2026-01-21
2025-09-30	$5,321,090	15,587	-0.6%	Shares	Sole	2025-10-16
2025-06-30	$5,568,604	15,684	+1.1%	Shares	Sole	2025-08-13
2025-03-31	$5,435,985	15,511	+3.0%	Shares	Sole	2025-04-25
2024-12-31	$4,757,034	15,052	+1.4%	Shares	Sole	2025-01-15
2024-09-30	$4,081,082	14,843	+2.0%	Shares	Sole	2024-10-15
2024-06-30	$3,818,676	14,549	+6.4%	Shares	Sole	2024-07-16
2024-03-31	$3,814,465	13,668	+4.9%	Shares	Sole	2024-04-12
2023-12-31	$3,390,798	13,024	+1.3%	Shares	Sole	2024-01-09
2023-09-30	$2,956,778	12,855	+1.6%	Shares	Sole	2023-10-11
2023-06-30	$3,003,884	12,649	+4.2%	Shares	Sole	2023-07-12
2023-03-31	$2,736,633	12,138	+3.1%	Shares	Sole	2023-04-14
2022-12-31	$2,444,919	11,768	+2.5%	Shares	Sole	2023-02-10
2022-09-30	$2,040,487	11,486	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$2,257,737	11,467	+6.6%	Shares	Sole	2022-08-04
2022-03-31	$2,385,136	10,755	+1.8%	Shares	Sole	2022-05-09
2021-12-31	$2,289,107	10,563	+0.4%	Shares	Sole	2022-02-04
2021-09-30	$2,342,884	10,518	+6.0%	Shares	Sole	2021-11-12
2021-06-30	$2,320,429	9,924	+4.0%	Shares	Sole	2021-08-13
2021-03-31	$2,020,539	9,543	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.