Jared Wickes

Capital Advisor Network Llc

Assets Managed

$85.098M

Holdings

149

Last Quarter

2026 - Q1

Filed Date

1mo 2d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Advisor Network Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 149 positions.

Assets under management

The assets under management (AUM) of Capital Advisor Network Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 85.098M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Jared Wickes, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
RPRX Royalty Pharma Plc- Cl A Recent Activity New Position	16.06%	$13.659M 3.031M shares@ $4.51 avg price	New Position
IVV Ishares Core S&p 500 Etf Recent Activity New Position	8.76%	$7.448M 11,402 shares@ $653.21 avg price	New Position
QQQ Invesco Qqq Trust Series 1 Recent Activity New Position	8.52%	$7.245M 12,552 shares@ $577.18 avg price	New Position
VUG Vanguard Growth Etf Recent Activity New Position	8.08%	$6.872M 15,733 shares@ $436.79 avg price	New Position
VTV Vanguard Value Etf Recent Activity New Position	7.99%	$6.798M 34,648 shares@ $196.21 avg price	New Position
GLD Spdr Gold Shares Recent Activity New Position	6.99%	$5.94M 13,805 shares@ $430.29 avg price	New Position
DIA Spdr Djia Trust Recent Activity New Position	5.54%	$4.706M 10,160 shares@ $463.19 avg price	New Position
USMV Ishares Msci Usa Min Vol Fac Recent Activity New Position	4.63%	$3.938M 42,458 shares@ $92.75 avg price	New Position
IJH Ishares Core S&p Midcap Etf Recent Activity New Position	4.52%	$3.841M 56,872 shares@ $67.53 avg price	New Position
BAR Graniteshares Gold Trust Recent Activity New Position	3.31%	$2.809M 60,893 shares@ $46.13 avg price	New Position

1-10 of 149