Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capital Analysts, LLC (CIK 1624758) reported $4.34B across 1,536 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($351.8M, 8.11%), IVV ($164.5M, 3.79%), FBND ($159.5M, 3.68%), IEFA ($129.8M, 2.99%), SPIB ($88.3M, 2.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $351.8M | 8.11% | 4.0M | Added |
| 2 | IVV | ISHARES TR | $164.5M | 3.79% | 219,719 | Added |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $159.5M | 3.68% | 3.5M | Added |
| 4 | IEFA | ISHARES TR | $129.8M | 2.99% | 1.3M | Added |
| 5 | SPIB | SPDR SERIES TRUST | $88.3M | 2.03% | 2.6M | Added |
| 6 | RWL | INVESCO EXCH TRADED FD TR II | $88.0M | 2.03% | 688,862 | Trimmed |
| 7 | IEMG | ISHARES INC | $82.6M | 1.90% | 997,515 | Trimmed |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED F | $78.0M | 1.80% | 1.7M | Added |
| 9 | FMDE | FIDELITY COVINGTON TRUST | $75.6M | 1.74% | 1.9M | Added |
| 10 | TDTF | FLEXSHARES TR | $72.4M | 1.67% | 3.0M | Added |
| 11 | DIVI | FRANKLIN TEMPLETON ETF TR | $69.2M | 1.59% | 1.6M | Added |
| 12 | BSV | VANGUARD BD INDEX FDS | $63.0M | 1.45% | 808,296 | Added |
| 13 | PVAL | PUTNAM ETF TRUST | $60.6M | 1.40% | 1.2M | Added |
| 14 | SPHY | SPDR SERIES TRUST | $60.2M | 1.39% | 2.6M | Added |
| 15 | AAPL | APPLE INC | $56.6M | 1.30% | 195,454 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $48.7M | 1.12% | 130,483 | Added |
| 17 | ITOT | ISHARES TR | $47.4M | 1.09% | 288,546 | Added |
| 18 | FESM | FIDELITY COVINGTON TRUST | $41.1M | 0.95% | 851,673 | Added |
| 19 | IVW | ISHARES TR | $40.9M | 0.94% | 297,608 | Added |
| 20 | DYNF | BLACKROCK ETF TRUST | $37.6M | 0.87% | 552,168 | Added |
| 21 | GOOGL | ALPHABET INC | $36.8M | 0.85% | 102,987 | Added |
| 22 | FBCG | FIDELITY COVINGTON TRUST | $35.9M | 0.83% | 578,034 | Added |
| 23 | GS | GOLDMAN SACHS GROUP INC | $35.0M | 0.81% | 34,585 | Trimmed |
| 24 | DGRO | ISHARES TR | $34.4M | 0.79% | 453,330 | Trimmed |
| 25 | IUSB | ISHARES TR | $33.0M | 0.76% | 715,985 | Added |
Source: SEC Form 13F filings · as of 2026-06-30