CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COLB | 135K | $3.47M |
 | SOFI | 109K | $2.88M |
 | DCTH | 86K | $919.13K |
 | FNF | 61K | $3.69M |
 | AAPL | 60K | $15.21M |
 | AMZN | 49K | $10.81M |
 | SKYE | 45K | $174.95K |
 | ESPR | 43K | $112.77K |
 | NXP | 41K | $595.92K |
 | NVDA | 37K | $6.98M |
 | GOOGL | 35K | $8.60M |
 | T | 29K | $826.48K |
 | MSFT | 29K | $14.81M |
 | PLTR | 21K | $3.87M |
 | FG | 19K | $599.25K |
 | BRK-B | 17K | $8.63M |
 | USB | 17K | $818.93K |
 | V | 16K | $5.32M |
 | QBTS | 15K | $377.47K |
 | BAM | 14K | $808.38K |
Columbia Banking System, Inc.
COLB
Shares Held
135K
Value
$3.47M
SoFi Technologies, Inc.
SOFI
Shares Held
109K
Value
$2.88M
Delcath Systems, Inc.
DCTH
Shares Held
86K
Value
$919.13K
Fidelity National Financial, Inc.
FNF
Shares Held
61K
Value
$3.69M
Apple Inc.
AAPL
Shares Held
60K
Value
$15.21M
Amazon.com, Inc.
AMZN
Shares Held
49K
Value
$10.81M
Skye Bioscience, Inc.
SKYE
Shares Held
45K
Value
$174.95K
Esperion Therapeutics, Inc.
ESPR
Shares Held
43K
Value
$112.77K
Nuveen Select Tax-Free Income Portfolio
NXP
Shares Held
41K
Value
$595.92K
NVIDIA Corporation
NVDA
Shares Held
37K
Value
$6.98M
Alphabet Inc.
GOOGL
Shares Held
35K
Value
$8.60M
AT&T Inc.
T
Shares Held
29K
Value
$826.48K
Microsoft Corporation
MSFT
Shares Held
29K
Value
$14.81M
Palantir Technologies Inc.
PLTR
Shares Held
21K
Value
$3.87M
F&G Annuities & Life, Inc.
FG
Shares Held
19K
Value
$599.25K
Berkshire Hathaway Inc.
BRK-B
Shares Held
17K
Value
$8.63M
U.S. Bancorp
USB
Shares Held
17K
Value
$818.93K
Visa Inc.
V
Shares Held
16K
Value
$5.32M
D-Wave Quantum Inc.
QBTS
Shares Held
15K
Value
$377.47K
Brookfield Asset Management Ltd.
BAM
Shares Held
14K
Value
$808.38K