Managed by Capital Advisors Wealth Management, Llc • Latest filing Q1 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $51.5M | 1.05M | 0.00% | — |
| 2 | ? N/A — | $48.5M | 1.07M | 0.00% | — |
| 3 | V VGES — | $45.4M | 206.6K | 0.00% | — |
| 4 | ? N/A — | $43.1M | 1.00M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $43.1M |
| 200.3K |
| 0.00% |
| — |
| 6 | V VGES — | $43M | 199.5K | 0.00% | — |
| 7 | I IAU — | $42.5M | 62.0K | 0.00% | — |
| 8 | I IAU — | $41.3M | 63.3K | 0.00% | — |
| 9 | I IAU — | $40.8M | 60.9K | 0.00% | — |
| 10 | V VGES — | $40.1M | 196.2K | 0.00% | — |
| 11 | I IAU — | $39.7M | 83.8K | 0.00% | — |
| 12 | I IAU — | $39.3M | 83.9K | 0.00% | — |
| 13 | I IAU — | $37.4M | 60.3K | 0.00% | — |
| 14 | ? N/A — | $37M | 924.6K | 0.00% | — |
| 15 | V VGES — | $36.8M | 189.7K | 0.00% | — |
| 16 | I IAU — | $35.9M | 89.5K | 0.00% | — |
| 17 | I IAU — | $35.8M | 60.9K | 0.00% | — |
| 18 | V VGES — | $35M | 423.2K | 0.00% | — |
| 19 | I IAU — | $35M | 62.3K | 0.00% | — |
| 20 | I IAU — | $34.9M | 82.2K | 0.00% | — |