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Valerie Widhson

Capital Analysts, Llc

Assets Managed
$3.805B
Holdings
1537
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
15.79%(2Q avg: 5.85%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Analysts, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1537 positions.

Assets under management

The assets under management (AUM) of Capital Analysts, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.805B in assets, with a quarterly growth rate of 15.79% and a 2-quarter average growth rate of 5.85%. The portfolio is managed by Valerie Widhson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 4.17%
8%
$304.32M
3.976M shares@ $76.55 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 39.46%
3.78%
$143.817M
3.152M shares@ $45.63 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -6.1%
3.2%
$121.455M
185,934 shares@ $653.22 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 4.38%
3.15%
$119.691M
1.322M shares@ $90.54 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 47.08%
2.23%
$84.546M
2.521M shares@ $33.54 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Increased 46576.73%
2.11%
$79.972M
695,950 shares@ $114.92 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 7.37%
1.93%
$73.093M
1.553M shares@ $47.09 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 1.67%
1.91%
$72.569M
1.04M shares@ $69.76 avg price
TDTF
Flexshares Iboxx 5-year Targ
Recent Activity
Increased 8.65%
1.89%
$71.61M
2.97M shares@ $24.11 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Increased 1.99%
1.74%
$66.15M
1.839M shares@ $35.97 avg price

1-10 of 1537