CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COLB | 140K | $3.93M |
 | SOFI | 109K | $2.87M |
 | DCTH | 91K | $914.05K |
 | ESPR | 68K | $249.95K |
 | FNF | 60K | $3.28M |
 | AAPL | 60K | $16.30M |
 | AMZN | 49K | $11.41M |
 | NXP | 42K | $586.21K |
 | NVDA | 38K | $7.00M |
 | GOOGL | 35K | $11.02M |
 | T | 29K | $732.12K |
 | MSFT | 28K | $13.59M |
 | PLTR | 21K | $3.82M |
 | FG | 21K | $637.70K |
 | NFLX | 20K | $1.91M |
 | USB | 17K | $895.04K |
 | QBTS | 16K | $430.85K |
 | BRK-B | 16K | $8.16M |
 | ALDX | 16K | $81.84K |
 | V | 16K | $5.49M |
Columbia Banking System, Inc.
COLB
Shares Held
140K
Value
$3.93M
SoFi Technologies, Inc.
SOFI
Shares Held
109K
Value
$2.87M
Delcath Systems, Inc.
DCTH
Shares Held
91K
Value
$914.05K
Esperion Therapeutics, Inc.
ESPR
Shares Held
68K
Value
$249.95K
Fidelity National Financial, Inc.
FNF
Shares Held
60K
Value
$3.28M
Apple Inc.
AAPL
Shares Held
60K
Value
$16.30M
Amazon.com, Inc.
AMZN
Shares Held
49K
Value
$11.41M
Nuveen Select Tax-Free Income Portfolio
NXP
Shares Held
42K
Value
$586.21K
NVIDIA Corporation
NVDA
Shares Held
38K
Value
$7.00M
Alphabet Inc.
GOOGL
Shares Held
35K
Value
$11.02M
AT&T Inc.
T
Shares Held
29K
Value
$732.12K
Microsoft Corporation
MSFT
Shares Held
28K
Value
$13.59M
Palantir Technologies Inc.
PLTR
Shares Held
21K
Value
$3.82M
F&G Annuities & Life, Inc.
FG
Shares Held
21K
Value
$637.70K
Netflix, Inc.
NFLX
Shares Held
20K
Value
$1.91M
U.S. Bancorp
USB
Shares Held
17K
Value
$895.04K
D-Wave Quantum Inc.
QBTS
Shares Held
16K
Value
$430.85K
Berkshire Hathaway Inc.
BRK-B
Shares Held
16K
Value
$8.16M
Aldeyra Therapeutics, Inc.
ALDX
Shares Held
16K
Value
$81.84K
Visa Inc.
V
Shares Held
16K
Value
$5.49M