CIK 1531809
CapWealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
240
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–240 of 240
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOOV | VANGUARD S&P 500 VALUE ETF | 2K | $100K–$500K | SH |
| VOOV | VANGUARD S&P 500 VALUE ETF | 2K | $100K–$500K | SH |
| V | VISA INC COM CL A | 912 | $100K–$500K | SH |
| V | VISA INC COM CL A | 912 | $100K–$500K | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 8K | $100K–$500K | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 8K | $100K–$500K | SH |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 3K | $100K–$500K | SH |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 3K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC COM | 1K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC COM | 1K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 422 | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 422 | $100K–$500K | SH |
| — | FEDERAL NATL MTG ASSN PFD 5.10 E | 11K | $100K–$500K | SH |
| — | FEDERAL NATL MTG ASSN PFD 5.10 E | 11K | $100K–$500K | SH |
| CAT | CATERPILLAR INC COM | 420 | $100K–$500K | SH |
| CAT | CATERPILLAR INC COM | 420 | $100K–$500K | SH |
| CSCO | CISCO SYS INC COM | 3K | $100K–$500K | SH |
| CSCO | CISCO SYS INC COM | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 268 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 268 | $100K–$500K | SH |
| PRF | INVESCO RAFI US 1000 ETF | 5K | $100K–$500K | SH |
| PRF | INVESCO RAFI US 1000 ETF | 5K | $100K–$500K | SH |
| EHC | ENCOMPASS HEALTH CORP COM | 2K | $100K–$500K | SH |
| EHC | ENCOMPASS HEALTH CORP COM | 2K | $100K–$500K | SH |
| PG | PROCTER & GAMBLE CO COM | 2K | $100K–$500K | SH |
| PG | PROCTER & GAMBLE CO COM | 2K | $100K–$500K | SH |
| NHI | NATIONAL HEALTH INVS INC COM | 3K | $100K–$500K | SH |
| NHI | NATIONAL HEALTH INVS INC COM | 3K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC COM | 4K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC COM | 4K | $100K–$500K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 933 | $100K–$500K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 933 | $100K–$500K | SH |
| — | FEDERAL NATL MTG ASSN PFD6.75 SER Q | 10K | $100K–$500K | SH |
| — | FEDERAL NATL MTG ASSN PFD6.75 SER Q | 10K | $100K–$500K | SH |
| NXE | NEXGEN ENERGY LTD COM | 14K | $100K–$500K | SH |
| NXE | NEXGEN ENERGY LTD COM | 14K | $100K–$500K | SH |
| — | FEDERAL NATL MTG ASSN PFD G VAR RATE | 6K | $100K–$500K | SH |
| — | FEDERAL NATL MTG ASSN PFD G VAR RATE | 6K | $100K–$500K | SH |
| — | FEDERAL NATL MTG ASSN PFD M 4.75 | 3K | $50K–$100K | SH |
| — | FEDERAL NATL MTG ASSN PFD M 4.75 | 3K | $50K–$100K | SH |