Capital Analysts, LLC
Q3 2025 13F Holdings
- Locationfort washington, PA
- Num holdings
1,427
- Value ($000)
$3,427
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001624758
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $300.67 K | 9 % | 3,838,024 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $141.66 K | 4 % | 211,654 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $128.81 K | 4 % | 2,785,650 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $110.65 K | 3 % | 1,267,347 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $66.47 K | 2 % | 1,008,374 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $65.98 K | 2 % | 1,387,594 | ||
TDTF FLEXSHARES TR | IBOXX 5YR TRGT | 33939L605 | $65.94 K | 2 % | 2,717,011 | ||
FMDE FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 | $64.98 K | 2 % | 1,797,575 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $64.74 K | 2 % | 125,000 | ||
KRE SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | $58.35 K | 2 % | 1,721,784 |
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