Managers / Q2 2024 · view latest →
CapWealth Advisors, LLC
CIK 0001531809 · 4031 ASPEN GROVE DR, SUITE 600, FRANKLIN, TN, 37067 · 615-778-0740
Reported Value
$792M
Q2 2024
Positions
99
Filings on Record
39
2019–present window
Filed
Aug 5, 2024
original filing
Summary
Capwealth Advisors, Llc reported $792M in U.S.-listed holdings across 99 positions for Q2 2024.
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 — Q2 2024
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 ↗.