Capital Analysts, LLC - Portfolio Stock Holdings
Capital Analysts, LLC disclosed 1606 stock positions in a recent SEC 13F filing. $4,335,083,959 of stock holdings were filed, with the largest holdings including SPYM, IVV, and FBND. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $8,769,033,123 and has 679 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:
1606Est. Stock Holding Value:
$4,335,083,959Top Stock Holdings By Sector
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Portfolio Stock Holdings - Capital Analysts, 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 (Shares)
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Change (USD)
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% Change
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