CIK 1624758
Capital Analysts, LLC
Institutional 13F holdings & portfolio
Holdings
1,364
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,364
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 117K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 654K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 1.3M | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 500K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 56K | $1M+ | SH |
| DGRO | ISHARES TR | 379K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 324K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 427K | $1M+ | SH |
| IEFA | ISHARES TR | 175K | $1M+ | SH |
| IVW | ISHARES TR | 127K | $1M+ | SH |
| AAPL | APPLE INC | 50K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 170K | $1M+ | SH |
| IEMG | ISHARES INC | 170K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 138K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 22K | $1M+ | SH |
| TLH | ISHARES TR | 101K | $1M+ | SH |
| IJH | ISHARES TR | 155K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 209K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 179K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 209K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 43K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 259K | $1M+ | SH |
| DIVI | FRANKLIN TEMPLETON ETF TR | 237K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 64K | $1M+ | SH |
| AMZN | AMAZON COM INC | 35K | $1M+ | SH |
| TDTF | FLEXSHARES TR | 329K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 324K | $1M+ | SH |
| OEF | ISHARES TR | 22K | $1M+ | SH |
| GOOGL | ALPHABET INC | 23K | $1M+ | SH |
| BOND | PIMCO ETF TR | 78K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 137K | $1M+ | SH |
| MRSK | NORTHERN LIGHTS FD TR | 173K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 182K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 127K | $1M+ | SH |
| AVGO | BROADCOM INC | 18K | $1M+ | SH |
| RTX | RTX CORPORATION | 33K | $1M+ | SH |
| IVE | ISHARES TR | 28K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 7K | $1M+ | SH |
| ITOT | ISHARES TR | 39K | $1M+ | SH |
| IUSB | ISHARES TR | 123K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 219K | $1M+ | SH |
| IAGG | ISHARES TR | 112K | $1M+ | SH |
| C | CITIGROUP INC | 47K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 18K | $1M+ | SH |
| WMT | WALMART INC | 49K | $1M+ | SH |
| FESM | FIDELITY COVINGTON TRUST | 138K | $1M+ | SH |
| MS | MORGAN STANLEY | 27K | $1M+ | SH |
| IYW | ISHARES TR | 24K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 39K | $1M+ | SH |
| TXUE | THORNBURG ETF TR | 148K | $1M+ | SH |