CapWealth Advisors, LLC - Portfolio Stock Holdings
CapWealth Advisors, LLC disclosed 126 stock positions in a recent SEC 13F filing. $1,458,282,042 of stock holdings were filed, with the largest holdings including GLW, FNMAH, and WMB. This filing represented positions held on June 30, 2026, and was filed on July 28, 2026.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:
June 30, 2026No. of Stocks:
126Est. Stock Holding Value:
$1,458,282,042Top Stock Holdings By Sector
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Portfolio Stock Holdings - CapWealth Advisors, LLC
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Holdings (Shares)
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% of Portfolio
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