Holdings
Capital Advisors Wealth Management, LLC
As of Sep 30, 2026, Capital Advisors Wealth Management, LLC reported 104 positions worth US$191M. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 57,688 | US$19.2M | −485 | Sep 30, 2026 |
| Microsoft Corp. | 30,616 | US$15.7M | +961 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 41,574 | US$14.3M | +59 | Sep 30, 2026 |
| Amazon.com, Inc. | 51,968 | US$12.9M | +364 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 18,564 | US$9.24M | +272 | Sep 30, 2026 |
| Nvidia Corporation | 39,402 | US$9M | +819 | Sep 30, 2026 |
| Meta Platforms, Inc. | 9,366 | US$6.79M | −2,179 | Sep 30, 2026 |
| Costco Wholesale Corporation | 6,114 | US$5.57M | −25 | Sep 30, 2026 |
| Crowdstrike Holdings, Inc. | 19,292 | US$5.11M | +14,438 | Sep 30, 2026 |
| Columbia Banking System, Inc. | 157K | US$4.49M | +3,603 | Sep 30, 2026 |