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Capital Advisors Wealth Management, LLC
Capital Advisors Wealth Management, LLC is an independent financial advisory firm headquartered in Yakima, WA. Founded in 2020, the firm is a Registered Investment Adviser (RIA) serving individuals, families, and businesses seeking wealth management and customized investment solutions. The firm employs a team of investment professionals with expertise in portfolio management and financial planning. According to recent filings, the firm has about 9 employees and offers services that prioritize fiduciary responsibility and transparency for its clients.
Investment Strategy
Capital Advisors Wealth Management, LLC provides customized portfolio management, utilizing diversified holdings across equities and fixed income. Their approach emphasizes asset allocation tailored to client goals, regular rebalancing, and ongoing risk management. The firm focuses on transparency, fiduciary duty, and personalized investment policy statements for each client, aiming to preserve and grow client wealth while managing downside risk. The portfolio features significant weight in ETF and mutual fund holdings, reflecting a core-satellite and evidence-based investment philosophy.
Latest 13F Filing Activity
Capital Advisors Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 214 equity positions with a total 13F market value of $701M. The fund increased holdings in J P Morgan Exchange Traded F, Goldman Sachs Etf TR, Schwab Strategic TR among other positions. Capital Advisors Wealth Management, LLC reduced exposure to Ishares TR, Select Sector SPDR TR, Pacer FDS TR among others.
Top Holdings
Equity Positions (214)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FNDF | SCHWAB STRATEGIC TR | 6.15% | $43.1M | 1,003,372 | $34.87 | $42.96 | +$6.1M |
V VIG | VANGUARD SPECIALIZED FUNDS | 6.14% | $43.0M | 199,485 | $162.85 | $215.79 | +$2.9M |
I IVV | ISHARES TR | 5.82% | $40.8M | 60,932 | $423.06 | $669.30 | +$3.4M |
I IWF | ISHARES TR | 5.61% | $39.3M | 83,851 | $315.71 | $468.41 | +$4.4M |
V VCIT | VANGUARD SCOTTSDALE FDS | 4.62% | $32.4M | 384,891 | $78.74 | $84.11 | +$1.2M |
Industry Allocation
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