CapWealth Advisors, LLC
CapWealth Advisors, LLC reported a Form 13F information table total of $1.35 billion in 118 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1531809): holdings report, quarter ended 2026-03-31, filed 2026-05-05; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Heck Capital Advisors, LLC | United States | $1.348B | 202 |
| Van Hulzen Asset Management, LLC | United States | $1.346B | 363 |
| McIlrath & Eck, LLC | United States | $1.349B | 1,645 |
| PBCay One RSC Ltd | United Arab Emirates | $1.345B | 18 |
| HoldCo Asset Management, LP | United States | $1.344B | 29 |
| Partners Group Holding AG | Switzerland | $1.351B | 50 |
| Verity & Verity, LLC | United States | $1.342B | 204 |
| KMG FIDUCIARY PARTNERS, LLC | United States | $1.352B | 261 |
| OAKTOP CAPITAL MANAGEMENT II, L.P. | United States | $1.340B | 14 |
| AlphaStar Capital Management, LLC | United States | $1.355B | 236 |