Managers / Q4 2020 · view latest →
CapWealth Advisors, LLC
CIK 0001531809 · 4031 ASPEN GROVE DR, SUITE 600, FRANKLIN, TN, 37067 · 615-778-0740
Reported Value
$839M
Q4 2020
Positions
98
Filings on Record
39
2019–present window
Filed
Feb 17, 2021
amendment (RESTATEMENT)
Summary
Capwealth Advisors, Llc reported $839M in U.S.-listed holdings across 98 positions for Q4 2020.
Its largest position, AAPL, represents 5.2% of the portfolio.
Compared with Q3 2020, the fund opened 10 new positions and exited 7.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.3B | 118 | May 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.5B | 121 | Feb 6, 2026 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2025REVEALED | $2.6B | 235 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.0B | 103 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $924M | 100 | Apr 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $912M | 102 | Jan 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $920M | 109 | Oct 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $792M | 99 | Aug 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $891M | 97 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $820M | 99 | Jan 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $779M | 105 | Nov 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $820M | 102 | Aug 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $802M | 103 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $850.9B | 110 | Feb 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $758M | 104 | Nov 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $829M | 109 | Aug 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $977M | 125 | May 4, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2021 | $983M | 122 | Feb 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $913M | 110 | Nov 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $921M | 107 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $879M | 102 | May 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $839M | 98 | Feb 17, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2020 | $749M | 95 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $708M | 98 | Aug 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $567M | 92 | May 8, 2020 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2019 | $795M | 101 | Feb 18, 2020 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2019 | $752M | 101 | Oct 29, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $699M | 107 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $652M | 104 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $569M | 98 | Feb 15, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.