Capital Advisors Wealth Management, LLC

CIK 0001824700 • 6 13F filings • Apr 25, 2025 – Jul 23, 2026

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Filer information

Filed by: Capital Advisors Wealth Management, LLC, Chief Compliance Officer
Address: 1104 N. 35TH AVE, YAKIMA, WA, 98902
Phone: 509-469-0808
AUM: $734.1M

AUM over time

$887.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $566.0M181 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$2.4M	0.4%	11,624 SH
ALDEYRA THERAPEUTICS INC	COM	$62K	0.0%	10,800 SH
ALPHABET INC	CAP STK CL A	$5.5M	1.0%	35,668 SH
ALPHABET INC	CAP STK CL C	$899K	0.2%	5,754 SH
ALTRIA GROUP INC	COM	$779K	0.1%	12,986 SH
AMAZON COM INC	COM	$9.4M	1.7%	49,324 SH
AMERICAN EXPRESS CO	COM	$211K	0.0%	783 SH
AMGEN INC	COM	$301K	0.1%	965 SH
APPLE INC	COM	$12.5M	2.2%	56,188 SH
APPLIED MATLS INC	COM	$258K	0.0%	1,775 SH
AT&T INC	COM	$631K	0.1%	22,305 SH
AUTOMATIC DATA PROCESSING IN	COM	$527K	0.1%	1,725 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.1M	1.3%	13,317 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$239K	0.0%	4,557 SH
BLACKROCK INC	COM	$294K	0.1%	311 SH
BOEING CO	COM	$339K	0.1%	1,987 SH
BROADCOM INC	COM	$2.3M	0.4%	13,826 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$688K	0.1%	14,197 SH
CATERPILLAR INC	COM	$438K	0.1%	1,327 SH
CHEVRON CORP NEW	COM	$1.8M	0.3%	10,557 SH
CINTAS CORP	COM	$297K	0.1%	1,444 SH
CISCO SYS INC	COM	$491K	0.1%	7,949 SH
COASTAL FINL CORP WA	COM NEW	$408K	0.1%	4,514 SH
COCA COLA CO	COM	$493K	0.1%	6,889 SH
COCA-COLA FEMSA SAB DE CV	SPONS ADS REP	$775K	0.1%	8,492 SH
COINBASE GLOBAL INC	COM CL A	$261K	0.0%	1,515 SH
COLUMBIA BKG SYS INC	COM	$3.0M	0.5%	122,099 SH
CONSTELLATION ENERGY CORP	COM	$2.3M	0.4%	11,471 SH
COSTCO WHSL CORP NEW	COM	$5.6M	1.0%	5,939 SH
CROWDSTRIKE HLDGS INC	CL A	$1.6M	0.3%	4,677 SH
DELCATH SYS INC	COM NEW	$891K	0.2%	70,000 SH
DUKE ENERGY CORP NEW	COM NEW	$307K	0.1%	2,519 SH
EATON CORP PLC	SHS	$343K	0.1%	1,261 SH
ECOLAB INC	COM	$255K	0.0%	1,006 SH
ELI LILLY & CO	COM	$346K	0.1%	419 SH
ESPERION THERAPEUTICS INC NE	COM	$61K	0.0%	42,555 SH
EXXON MOBIL CORP	COM	$842K	0.1%	7,082 SH
F&G ANNUITIES & LIFE INC	COMMON STOCK	$732K	0.1%	20,305 SH
FIDELITY NATIONAL FINANCIAL	FNF GROUP COM	$3.8M	0.7%	57,744 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$216K	0.0%	11,564 SH
FIRST TR EXCHNG TRADED FD VI	FT ENERGY INCOME	$280K	0.0%	13,786 SH
GE AEROSPACE	COM NEW	$274K	0.0%	1,371 SH
GE VERNOVA INC	COM	$242K	0.0%	793 SH
GILEAD SCIENCES INC	COM	$354K	0.1%	3,162 SH
GLOBAL X FDS	GLBL X MLP ETF	$6.9M	1.2%	130,429 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$3.3M	0.6%	30,086 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$948K	0.2%	12,468 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$244K	0.0%	3,740 SH
HF SINCLAIR CORP	COM	$215K	0.0%	6,526 SH
HILTON WORLDWIDE HLDGS INC	COM	$228K	0.0%	1,000 SH
HOME DEPOT INC	COM	$484K	0.1%	1,320 SH
INTEL CORP	COM	$207K	0.0%	9,112 SH
INTERNATIONAL BUSINESS MACHS	COM	$622K	0.1%	2,500 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$249K	0.0%	4,952 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$406K	0.1%	2,346 SH
INVESCO QQQ TR	UNIT SER 1	$18.5M	3.3%	39,541 SH
ISHARES TR	0-3 MNTH TREASRY	$5.1M	0.9%	50,644 SH
ISHARES TR	0-5YR HI YL CP	$318K	0.1%	7,483 SH
ISHARES TR	20 YR TR BD ETF	$662K	0.1%	7,271 SH
ISHARES TR	7-10 YR TRSY BD	$265K	0.0%	2,781 SH
ISHARES TR	CORE HIGH DV ETF	$1.4M	0.3%	11,802 SH
ISHARES TR	CORE MSCI EAFE	$219K	0.0%	2,894 SH
ISHARES TR	CORE S&P MCP ETF	$813K	0.1%	13,925 SH
ISHARES TR	CORE S&P SCP ETF	$1.3M	0.2%	12,557 SH
ISHARES TR	CORE S&P500 ETF	$35.0M	6.2%	62,282 SH
ISHARES TR	CORE US AGGBD ET	$4.3M	0.8%	43,114 SH
ISHARES TR	INTL SEL DIV ETF	$3.2M	0.6%	104,484 SH
ISHARES TR	ISHS 1-5YR INVS	$318K	0.1%	6,076 SH
ISHARES TR	MSCI USA ESG SLC	$256K	0.0%	2,230 SH
ISHARES TR	NATIONAL MUN ETF	$4.0M	0.7%	38,192 SH
ISHARES TR	PFD AND INCM SEC	$7.5M	1.3%	245,164 SH
ISHARES TR	RUS 1000 ETF	$399K	0.1%	1,301 SH
ISHARES TR	RUS 1000 GRW ETF	$28.9M	5.1%	79,899 SH
ISHARES TR	RUS TP200 GR ETF	$299K	0.1%	1,417 SH
ISHARES TR	RUSSELL 3000 ETF	$318K	0.1%	1,000 SH
ISHARES TR	S&P 500 GRWT ETF	$233K	0.0%	2,512 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$218K	0.0%	3,428 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$2.4M	0.4%	51,469 SH
J P MORGAN EXCHANGE TRADED F	DIVERSFD EQT ETF	$19.6M	3.5%	449,072 SH
J P MORGAN EXCHANGE TRADED F	EQUITY FOCUS ETF	$553K	0.1%	8,690 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.9M	1.1%	104,100 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$21.8M	3.9%	473,139 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$862K	0.2%	17,241 SH
J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$246K	0.0%	4,400 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$17.1M	3.0%	337,158 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$326K	0.1%	6,416 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$505K	0.1%	8,949 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$552K	0.1%	11,239 SH
JOHNSON & JOHNSON	COM	$453K	0.1%	2,731 SH
JPMORGAN CHASE & CO.	COM	$2.9M	0.5%	11,889 SH
L3HARRIS TECHNOLOGIES INC	COM	$455K	0.1%	2,172 SH
LOCKHEED MARTIN CORP	COM	$679K	0.1%	1,520 SH
LOWES COS INC	COM	$219K	0.0%	939 SH
LULULEMON ATHLETICA INC	COM	$568K	0.1%	2,005 SH
MARATHON PETE CORP	COM	$531K	0.1%	3,645 SH
MCDONALDS CORP	COM	$1.1M	0.2%	3,502 SH
MERCK & CO INC	COM	$315K	0.1%	3,506 SH
META PLATFORMS INC	CL A	$5.9M	1.0%	10,273 SH
MICROSOFT CORP	COM	$10.8M	1.9%	28,886 SH
MID-AMER APT CMNTYS INC	COM	$1.2M	0.2%	6,988 SH
MYOMO INC	COM NEW	$191K	0.0%	39,800 SH
NETFLIX INC	COM	$878K	0.2%	941 SH
NUVEEN MUN VALUE FD INC	COM	$130K	0.0%	14,802 SH
NUVEEN SELECT TAX-FREE INCOM	SH BEN INT	$512K	0.1%	35,601 SH
NVIDIA CORPORATION	COM	$3.8M	0.7%	34,749 SH
PACCAR INC	COM	$294K	0.1%	3,024 SH
PACER FDS TR	US CASH COWS 100	$10.2M	1.8%	185,364 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.7M	0.3%	20,320 SH
PALO ALTO NETWORKS INC	COM	$1.8M	0.3%	10,412 SH
PAYCHEX INC	COM	$292K	0.1%	1,893 SH
PEPSICO INC	COM	$835K	0.1%	5,568 SH
PFIZER INC	COM	$233K	0.0%	9,189 SH
PHILIP MORRIS INTL INC	COM	$477K	0.1%	3,005 SH
PHILLIPS 66	COM	$1.2M	0.2%	9,330 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$3.7M	0.7%	37,182 SH
PROCTER AND GAMBLE CO	COM	$734K	0.1%	4,306 SH
PROSHARES TR	S&P 500 DV ARIST	$651K	0.1%	6,367 SH
QUALCOMM INC	COM	$1.7M	0.3%	11,327 SH
QUANTA SVCS INC	COM	$468K	0.1%	1,840 SH
SALESFORCE INC	COM	$1.2M	0.2%	4,467 SH
SCHLUMBERGER LTD	COM STK	$361K	0.1%	8,630 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$27.9M	4.9%	771,340 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$638K	0.1%	22,826 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.3M	0.2%	51,107 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$4.0M	0.7%	149,714 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$423K	0.1%	18,069 SH
SELECT SECTOR SPDR TR	ENERGY	$5.6M	1.0%	59,965 SH
SELECT SECTOR SPDR TR	FINANCIAL	$216K	0.0%	4,344 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$6.0M	1.1%	143,934 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$3.2M	0.6%	39,066 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$234K	0.0%	1,135 SH
SKYE BIOSCIENCE INC	COM NEW	$33K	0.0%	20,900 SH
SOFI TECHNOLOGIES INC	COM	$1.3M	0.2%	110,702 SH
SOUTHERN CO	COM	$441K	0.1%	4,798 SH
SPDR GOLD TR	GOLD SHS	$559K	0.1%	1,939 SH
SPDR S&P 500 ETF TR	TR UNIT	$9.3M	1.6%	16,633 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$670K	0.1%	7,307 SH
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$202K	0.0%	4,902 SH
STARBUCKS CORP	COM	$668K	0.1%	6,812 SH
TESLA INC	COM	$660K	0.1%	2,545 SH
TOYOTA MOTOR CORP	ADS	$213K	0.0%	1,208 SH
TRANE TECHNOLOGIES PLC	SHS	$271K	0.0%	805 SH
UNITED PARCEL SERVICE INC	CL B	$207K	0.0%	1,881 SH
UNITEDHEALTH GROUP INC	COM	$345K	0.1%	658 SH
US BANCORP DEL	COM NEW	$1.0M	0.2%	23,825 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$456K	0.1%	8,917 SH
VANECK ETF TRUST	INTRMDT MUNI ETF	$442K	0.1%	9,708 SH
VANECK ETF TRUST	LONG MUNI ETF	$1.8M	0.3%	104,166 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$511K	0.1%	22,707 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$979K	0.2%	5,316 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$302K	0.1%	3,942 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$16.3M	2.9%	231,024 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$356K	0.1%	4,841 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$402K	0.1%	2,336 SH
VANGUARD INDEX FDS	GROWTH ETF	$505K	0.1%	1,360 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.4M	0.4%	9,323 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$6.0M	1.1%	65,806 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$377K	0.1%	734 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$9.3M	1.6%	50,108 SH
VANGUARD INDEX FDS	SMALL CP ETF	$411K	0.1%	1,855 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$6.9M	1.2%	27,366 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.6M	0.8%	16,845 SH
VANGUARD INDEX FDS	VALUE ETF	$1.4M	0.2%	8,081 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$246K	0.0%	5,446 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.2M	0.7%	85,001 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$30.9M	5.5%	377,653 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$36.8M	6.5%	189,681 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$942K	0.2%	18,537 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$11.1M	2.0%	86,232 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$8.7M	1.5%	117,551 SH
VANGUARD WORLD FD	INF TECH ETF	$20.0M	3.5%	36,879 SH
VERIZON COMMUNICATIONS INC	COM	$395K	0.1%	8,716 SH
VERTEX PHARMACEUTICALS INC	COM	$906K	0.2%	1,868 SH
VISA INC	COM CL A	$5.4M	1.0%	15,511 SH
WALMART INC	COM	$684K	0.1%	7,794 SH
WASTE MGMT INC DEL	COM	$451K	0.1%	1,949 SH
WELLS FARGO CO NEW	COM	$246K	0.0%	3,433 SH
WELLTOWER INC	COM	$295K	0.1%	1,927 SH
WISDOMTREE TR	US HIGH DIVIDEND	$353K	0.1%	3,563 SH
WISDOMTREE TR	US LARGECAP DIVD	$683K	0.1%	8,610 SH
WISDOMTREE TR	US MIDCAP DIVID	$244K	0.0%	4,936 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0001824700-26-000001	$734.1M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000869	$887.6M	View
Oct 16, 2025