CIK 1597878
Capital Advisors, Ltd. LLC
Institutional 13F holdings & portfolio
Holdings
1,536
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,536
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 119K | $1M+ | SH |
| EAGG | ISHARES TR | 144K | $1M+ | SH |
| QUAL | ISHARES TR | 168K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 145K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 90K | $1M+ | SH |
| IWD | ISHARES TR | 126K | $1M+ | SH |
| USMV | ISHARES TR | 242K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 119K | $1M+ | SH |
| DGRO | ISHARES TR | 305K | $1M+ | SH |
| IJK | ISHARES TR | 212K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 33K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 146K | $1M+ | SH |
| IVW | ISHARES TR | 156K | $1M+ | SH |
| IJJ | ISHARES TR | 113K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 44K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 94K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 173K | $1M+ | SH |
| IVV | ISHARES TR | 17K | $1M+ | SH |
| AAPL | APPLE INC | 37K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 108K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 150K | $1M+ | SH |
| IJT | ISHARES TR | 68K | $1M+ | SH |
| IWF | ISHARES TR | 43K | $1M+ | SH |
| WYNN | WYNN RESORTS LTD | 74K | $1M+ | SH |
| OEF | ISHARES TR | 25K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 18K | $1M+ | SH |
| IJS | ISHARES TR | 71K | $1M+ | SH |
| IOO | ISHARES TR | 50K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| ITOT | ISHARES TR | 39K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 31K | $1M+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 110K | $1M+ | SH |
| HDV | ISHARES TR | 39K | $1M+ | SH |
| EFA | ISHARES TR | 49K | $1M+ | SH |
| REGL | PROSHARES TR | 54K | $1M+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 46K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 26K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 39K | $1M+ | SH |
| TCHP | T ROWE PRICE ETF INC | 77K | $1M+ | SH |
| VFQY | VANGUARD WELLINGTON FD | 24K | $1M+ | SH |
| PEY | INVESCO EXCHANGE TRADED FD T | 179K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 56K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 10K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 43K | $1M+ | SH |
| AMZN | AMAZON COM INC | 13K | $1M+ | SH |
| MINT | PIMCO ETF TR | 30K | $1M+ | SH |
| IEFA | ISHARES TR | 33K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 53K | $1M+ | SH |
| GOOG | ALPHABET INC | 9K | $1M+ | SH |