CAPITAL FINANCIAL GROUP INC\CO\ /ADV: 13F holdings
CIK 10615552026Q2
| Positions | 102 |
|---|---|
| Reported value | $191.1m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 213,589 | $18.8m | 9.8% |
| EWU GOLDMAN SACHS ETF TR | 290,883 | $13.3m | 7.0% |
| USMV ISHARES TR | 131,524 | $12.7m | 6.6% |
| SPEM SPDR INDEX SHS FDS | 125,625 | $6.5m | 3.4% |
| GOLDMAN SACHS ETF TR | 65,323 | $6.0m | 3.1% |
| IJH ISHARES TR | 73,283 | $5.7m | 3.0% |
| SPAB SPDR SERIES TRUST | 213,540 | $5.4m | 2.9% |
| FIXD FIRST TR EXCHNG TRADED FD VI | 113,161 | $4.9m | 2.6% |
| JPM JPMORGAN CHASE & CO | 15,026 | $4.9m | 2.6% |
| AAPL APPLE INC | 15,204 | $4.4m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1061555")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.