Fund HoldingsCapital Advisors, Ltd. LLC

Total Portfolio Value
$991.2K
Total Bought
$189.0K
Total Sold
$125.0K
Net Transaction
+$64.0K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP DIV
0145,540+145,5400222.23%+22
ISHARES TR
MSCI USA MIN ETF
0224,182+224,1820222.18%+22
STATE STR SPDR S&P 500 ETF T(SPY)0119,607+119,6070899.01%+89
SPDR SERIES TRUST
ST STR BLO 1 ETF
0126,450+126,4500121.17%+12
ISHARES TR141,645564,947+423,30260707.08%+10
INVESCO QQQ TR035,848+35,8480262.66%+26
VANGUARD INDEX FDS095,918+95,9180353.58%+35
ISHARES TR126,075129,178+3,10327313.16%+4
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
65,91290,812+24,9006101.05%+4
ISHARES TR0158,795+158,7950222.20%+22
ISHARES TR
MSCI USA QLT FCT
0165,290+165,2900363.66%+36
SELECT SECTOR SPDR TR
ST STR INDL ETF
020,172+20,172040.38%+4
ALPHABET INC(GOOG)017,412+17,412060.62%+6
SELECT SECTOR SPDR TR
ST STR TECHN ETF
018,201+18,201030.35%+3
ISHARES TR212,590209,294-3,29621252.48%+3
GLOBAL X FDS
DATA CTR DIG ETF
0105,060+105,060030.32%+3
SELECT SECTOR SPDR TR
ST STR ENERG ETF
057,924+57,924030.31%+3
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
121,041123,013+1,97223262.64%+3
SELECT SECTOR SPDR TR
ST STR FINL ETF
053,333+53,333030.29%+3
VANGUARD SPECIALIZED FUNDS0140,046+140,0460333.34%+33
VANGUARD INDEX FDS046,353+46,3530161.61%+16
ISHARES TR
CORE DIV GRWTH
309,322317,525+8,20322242.43%+2
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
058,670+58,670020.23%+2
VANGUARD INDEX FDS0170,265+170,2650151.48%+15
ISHARES TR68,15967,084-1,07510121.21%+2
ISHARES BITCOIN TRUST ETF(IBIT)213,456309,856+96,4008101.04%+2
SPDR SERIES TRUST
ST STR BL 12 ETF
017,857+17,857020.18%+2
GOLDMAN SACHS ETF TR094,714+94,7140131.36%+13
ISHARES TR0110,998+110,9980161.65%+16
VANECK ETF TRUST
URANI NUCLE ETF
014,203+14,203020.17%+2
SELECT SECTOR SPDR TR
ST STR UTIL ETF
032,156+32,156010.15%+1
SPDR INDEX SHS FDS
ST STR MSCI EAFE
014,581+14,581010.14%+1
SPDR SERIES TRUST
ST STR P500ETF
015,705+15,705010.14%+1
ISHARES TR71,34271,773+4318100.99%+1
APPLE INC(AAPL)036,703+36,7030111.07%+11
GLOBAL X FDS
ARTIFICIAL ETF
44,94851,381+6,433230.34%+1
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
47,95552,980+5,025450.48%+1
ISHARES TR025,041+25,041090.92%+9
VANGUARD INDEX FDS30,72932,881+2,152670.72%+1
LAM RESEARCH CORP(LRCX)4,6774,878+201120.21%+1
ISHARES U S ETF TR
SHOR DURA BD ETF
021,509+21,509010.11%+1
SPDR INDEX SHS FDS
ST STR MSCI EM
012,573+12,573010.10%+1
APPLIED MATLS INC2,0432,314+271120.17%+1
SPDR SERIES TRUST
ST TERM HIGH ETF
034,471+34,471010.09%+1
ISHARES TR039,211+39,211060.65%+6
SCHWAB STRATEGIC TR50,81975,465+24,646220.24%+1
SELECT SECTOR SPDR TR
ST STR STAPL ETF
09,698+9,698010.08%+1
ISHARES TR050,488+50,488070.70%+7
ISHARES TR43,99844,203+2059101.01%+1
TIDAL TRUST I020,115+20,115010.07%+1
ISHARES TR07,116+7,116010.07%+1
EA SERIES TRUST
FREEDOM 100 EM
16,50621,732+5,226120.16%+1
GLOBAL X FDS
US INFR DEV ETF
45,23749,972+4,735230.30%+1
ISHARES TR014,275+14,275020.21%+2
NVIDIA CORPORATION(NVDA)026,040+26,040050.53%+5
ADVANCED MICRO DEVICES INC(AMD)01,615+1,615010.09%+1
BLACKROCK ETF TRUST
ISHARES US EQUIT
09,813+9,813010.07%+1
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
30,47936,469+5,990220.23%+1
ISHARES TR24,21924,560+341230.29%+1
ISHARES TR52,59554,592+1,997560.57%+1
ISHARES TR40,77842,828+2,050330.33%+1
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
56,34657,762+1,416440.44%+1
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
26,26727,678+1,411450.49%+1
VANGUARD INDEX FDS09,921+9,921030.31%+3
PACER FDS TR
US SM CAP CA ETF
09,553+9,553000.05%0
KLA CORP(KLAC)3193,113+2,794010.09%0
T ROWE PRICE EXCHANGE-TRADED
PRICE BLUE CHIP
079,884+79,884040.40%+4
ISHARES TR11,02015,197+4,177120.16%0
PARKER-HANNIFIN CORP(PH)3,8053,958+153340.39%0
FLEX LTD(FLEX)04,693+4,693010.08%+1
ISHARES TR16,83517,161+326230.26%0
SPDR SERIES TRUST
ST NUVE TERM ETF
09,097+9,097000.04%0
ISHARES TR04,512+4,512030.34%+3
WISDOMTREE TR(WT)015,226+15,226000.04%0
INTEL CORP(INTC)04,342+4,342010.06%+1
WISDOMTREE TR(WT)17,83120,627+2,796220.20%0
UNION PAC CORP(UNP)03,274+3,274010.09%+1
ELI LILLY & CO(LLY)01,191+1,191010.14%+1
FIRST TR EXCHANGE-TRADED FD5,8766,879+1,003110.11%0
SPDR SERIES TRUST
ST STR P400MID
05,100+5,100000.03%0
STATE STR SPDR DOW JONES IND(DIA)05,699+5,699030.30%+3
ALPHABET INC(GOOG)04,966+4,966020.18%+2
GOLDMAN SACHS ETF TR06,576+6,576000.03%0
AMAZON COM INC(AMZN)013,629+13,629030.33%+3
TEXAS INSTRS INC(TXN)3,2773,203-74110.10%0
EXCHANGE TRADED CONCEPTS TRU026,728+26,728000.03%0
ISHARES TR5,6145,929+315110.10%0
EXCHANGE TRADED CONCEPTS TRU04,391+4,391000.03%0
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,839+1,839000.03%0
JPMORGAN CHASE & CO(JPM)010,026+10,026030.33%+3
STANLEY BLACK & DECKER INC(SWK)012,519+12,519010.12%+1
VANGUARD WELLINGTON FD021,013+21,013040.36%+4
JOHN HANCOCK EXCHANGE TRADED
PFD INCOME ETF
012,613+12,613000.03%0
ROUNDHILL ETF TRUST
ROBOTAXI AUTONMS
17,78827,292+9,504010.07%0
ISHARES U S ETF TR
SHOR MAT MUN ETF
05,643+5,643000.03%0
ARK ETF TR
SPACE & DEFENSE
9,48116,382+6,901010.06%0
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
0169,227+169,227040.40%+4
BROADCOM INC(AVGO)06,616+6,616020.25%+2
QUANTA SVCS INC1,6081,6080110.12%0
HONEYWELL INTL INC01,207+1,207000.03%0
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