CapWealth Advisors, LLC - Portfolio Stock Holdings
CapWealth Advisors, LLC disclosed 126 stock positions in a recent SEC 13F filing. $1,324,527,765 of stock holdings were filed, with the largest holdings including FNMAH, GLW, and WMB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,030,847,981 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
126Est. Stock Holding Value:
$1,324,527,765Top Stock Holdings By Sector
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Portfolio Stock Holdings - CapWealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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