Notify me when Capital Analysts, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,367 | $3,286,784,000 | +$195,711,430 | -$379,983,854 | -$184,272,424 | SPYM, IVV, IEFA, FBND, IEMG | 13F-HR | 11 Feb 2026, 14:37 |
| Q3 2025 | 1,432 | $3,426,948,000 | +$367,178,826 | -$105,792,627 | +$261,386,199 | SPLG, IVV, FBND, IEFA, IEMG | 13F-HR | 14 Nov 2025, 08:58 |
| Q2 2025 | 1,384 | $3,000,838,000 | +$270,731,704 | -$121,646,064 | +$149,085,640 | SPLG, IVV, FBND, IEFA, MSFT | 13F-HR | 13 Aug 2025, 10:23 |
| Q1 2025 | 1,362 | $2,680,903,000 | +$441,189,297 | -$218,236,260 | +$222,953,037 | SPLG, IVV, IEFA, FBND, TDTF | 13F-HR | 14 May 2025, 10:09 |
| Q4 2024 | 1,292 | $2,490,641,000 | +$146,966,311 | -$76,406,254 | +$70,560,057 | SPLG, IVV, IEFA, FBND, IJH | 13F-HR | 14 Feb 2025, 12:44 |
| Q3 2024 | 1,316 | $2,453,672,000 | +$201,669,653 | -$122,847,153 | +$78,822,500 | SPLG, IVV, IEFA, FBND, IJH | 13F-HR | 13 Nov 2024, 17:14 |
| Q2 2024 | 1,209 | $2,261,937,000 | +$159,816,105 | -$50,942,689 | +$108,873,416 | SPLG, IVV, IEFA, FBND, IJH | 13F-HR | 14 Aug 2024, 09:49 |
| Q1 2024 | 1,121 | $2,142,281,000 | +$223,334,906 | -$126,532,464 | +$96,802,442 | SPLG, IVV, IEFA, FBND, IJH | 13F-HR | 14 May 2024, 11:47 |
| Q4 2023 | 1,104 | $1,986,188,000 | +$122,333,076 | -$95,209,012 | +$27,124,064 | SPLG, IEFA, IVV, FBND, IJH | 13F-HR | 30 Jan 2024, 14:44 |
| Q3 2023 | 1,171 | $1,797,269,000 | +$230,552,509 | -$159,281,178 | +$71,271,331 | SPLG, IEFA, IVV, FBND, IJH | 13F-HR | 13 Nov 2023, 10:25 |
| Q2 2023 | 1,004 | $1,799,625,000 | +$109,756,188 | -$117,786,101 | -$8,029,913 | SPLG, IEFA, IVV, FBND, STIP | 13F-HR | 11 Aug 2023, 11:42 |
| Q1 2023 | 970 | $1,748,230,000 | +$202,584,342 | -$143,982,106 | +$58,602,236 | SPLG, IVV, IEFA, FBND, STIP | 13F-HR | 05 May 2023, 10:56 |
| Q4 2022 | 1,062 | $1,638,443,000 | +$262,106,179 | -$191,314,185 | +$70,791,994 | IVV, SPLG, FBND, STIP, GUNR | 13F-HR | 08 Feb 2023, 14:44 |
| Q3 2022 | 1,103 | $1,451,116,005 | +$160,306,186 | -$64,993,992 | +$95,312,194 | IVV, SPLG, FBND, TIPX, IEFA | 13F-HR | 14 Nov 2022, 12:18 |
| Q2 2022 | 1,017 | $1,438,279,005 | +$144,111,150 | -$78,150,158 | +$65,960,992 | IVV, SPLG, IEFA, FBND, TIPX | 13F-HR | 12 Aug 2022, 11:59 |
| Q1 2022 | 935 | $1,579,309,000 | +$207,377,426 | -$201,993,410 | +$5,384,016 | IVV, SPLG, IEFA, TIPX, FBND | 13F-HR | 12 May 2022, 14:10 |
| Q4 2021 | 1,005 | $1,648,207,000 | +$64,847,355 | -$31,705,520 | +$33,141,835 | IVV, SPLG, IEFA, AGG, IJH | 13F-HR | 10 Feb 2022, 09:15 |
| Q3 2021 | 990 | $1,524,009,000 | +$81,820,350 | -$24,784,769 | +$57,035,581 | IVV, SPLG, IEFA, AGG, IJH | 13F-HR | 04 Nov 2021, 16:49 |
| Q2 2021 | 942 | $1,489,049,000 | +$87,067,399 | -$114,227,818 | -$27,160,419 | IVV, SPLG, IEFA, AGG, IJH | Restatement | 15 Nov 2021, 13:58 |
| Q1 2021 | 1,072 | $1,447,067,000 | +$381,499,201 | -$119,609,938 | +$261,889,263 | IVV, SPLG, IEFA, AGG, IJH | 13F-HR | 17 May 2021, 16:30 |
| Q4 2020 | 740 | $1,139,055,000 | +$91,096,592 | -$91,818,396 | -$721,804 | IVV, SPLG, AGG, IEFA, ITOT | 13F-HR | 12 Feb 2021, 19:37 |
| Q3 2020 | 757 | $1,052,433,000 | +$76,898,861 | -$23,864,552 | +$53,034,309 | IVV, SPLG, AGG, ITOT, GLDM | 13F-HR | 12 Nov 2020, 16:07 |
| Q2 2020 | 701 | $951,732,000 | +$111,102,829 | -$96,564,396 | +$14,538,433 | IVV, SPLG, AGG, ITOT, GLDM | 13F-HR | 07 Aug 2020, 18:28 |
| Q1 2020 | 679 | $814,791,000 | +$56,672,749 | -$74,388,568 | -$17,715,819 | IVV, AGG, ITOT, IEFA, SPLG | 13F-HR | 08 May 2020, 16:37 |
| Q4 2019 | 720 | $1,011,704,000 | +$35,191,045 | -$19,486,840 | +$15,704,205 | IVV, IEFA, ITOT, AGG, IJH | 13F-HR | 12 Feb 2020, 16:52 |
| Q3 2019 | 693 | $946,182,000 | +$88,747,388 | -$65,939,669 | +$22,807,719 | IVV, IEFA, AGG, ITOT, IJH | 13F-HR | 12 Nov 2019, 09:45 |
| Q2 2019 | 686 | $918,056,000 | +$70,857,039 | -$44,278,692 | +$26,578,347 | IVV, IEFA, AGG, RSP, ITOT | 13F-HR | 13 Aug 2019, 13:23 |
| Q1 2019 | 656 | $865,114,000 | +$71,532,771 | -$44,464,506 | +$27,068,265 | IVV, IEFA, AGG, ITOT, RSP | 13F-HR | 13 May 2019, 10:20 |
| Q4 2018 | 598 | $761,163,000 | +$76,388,786 | -$91,305,157 | -$14,916,371 | IVV, IEFA, AGG, ITOT, MINT | 13F-HR | 13 Feb 2019, 11:29 |
| Q3 2018 | 565 | $877,123,000 | +$50,480,479 | -$40,493,366 | +$9,987,113 | IVV, IEFA, AGG, ITOT, RSP | Restatement | 07 Nov 2018, 17:22 |
| Q2 2018 | 566 | $840,132,000 | +$109,866,275 | -$79,786,949 | +$30,079,326 | IVV, IEFA, AGG, ITOT, IJH | Restatement | 07 Nov 2018, 17:42 |
| Q1 2018 | 559 | $805,103,000 | +$68,696,002 | -$49,864,088 | +$18,831,914 | IVV, IEFA, AGG, ITOT, IEMG | 13F-HR | 14 May 2018, 08:52 |
| Q4 2017 | 439 | $798,050,000 | +$45,656,893 | -$17,448,177 | +$28,208,716 | IVV, IEFA, AGG, ITOT, IJH | Restatement | 14 Feb 2018, 15:43 |
| Q3 2017 | 449 | $745,886,000 | +$62,573,439 | -$40,709,680 | +$21,863,759 | IVV, IEFA, AGG, ITOT, IJH | 13F-HR | 06 Nov 2017, 14:25 |
| Q2 2017 | 374 | $700,907,070 | +$64,688,092 | -$13,612,997 | +$51,075,095 | IVV, IEFA, AGG, ITOT, IJH | 13F-HR | 08 Aug 2017, 13:55 |
| Q1 2017 | 335 | $634,126,798 | +$331,950,017 | -$284,125,125 | +$47,824,892 | IVV, IEFA, AGG, ITOT, IJH | 13F-HR | 05 May 2017, 10:52 |
| Q4 2016 | 344 | $571,131,000 | +$80,826,151 | -$43,086,637 | +$37,739,514 | IVE, IGIB, EFA, VCSH, IVW | 13F-HR | 10 Feb 2017, 12:07 |
| Q3 2016 | 381 | $532,965,608 | +$67,571,753 | -$37,824,709 | +$29,747,044 | IGIB, IVE, EFA, IGSB, IVW | 13F-HR | 14 Nov 2016, 16:53 |
| Q2 2016 | 327 | $496,874,118 | +$44,731,644 | -$54,366,764 | -$9,635,120 | IGIB, IVE, EFA, IGSB, IVW | Restatement | 14 Jul 2016, 14:26 |
| Q1 2016 | 383 | $498,027,105 | +$53,770,569 | -$54,389,866 | -$619,297 | IGIB, EFA, IWV, IVW, IGSB | 13F-HR | 13 May 2016, 09:53 |
| Q4 2015 | 379 | $492,127,397 | +$42,918,304 | -$91,959,152 | -$49,040,848 | EFA, IWV, IGIB, IVW, IGSB | 13F-HR | 12 Feb 2016, 18:03 |
| Q3 2015 | 355 | $523,178,279 | +$133,595,935 | -$67,121,475 | +$66,474,460 | IGIB, IWV, EFA, IGSB, IVW | 13F-HR | 13 Nov 2015, 10:05 |
| Q2 2015 | 372 | $489,025,305 | +$65,957,661 | -$50,403,512 | +$15,554,149 | IWV, EFA, IGIB, IGSB, IVW | 13F-HR | 14 Aug 2015, 12:21 |
| Q1 2015 | 377 | $480,110,580 | +$45,396,381 | -$29,290,133 | +$16,106,248 | IWV, EFA, IVW, IVE, IGIB | 13F-HR | 30 Apr 2015, 07:12 |
| Q4 2014 | 392 | $455,120,685 | +$67,723,727 | -$51,512,216 | +$16,211,511 | IWV, EFA, IVE, IVW, IGIB | 13F-HR | 13 Feb 2015, 11:13 |
| Q3 2014 | 387 | $426,098,936 | +$41,826,936 | -$16,628,343 | +$25,198,593 | IWV, EFA, BOND, IVW, IVE | 13F-HR | 10 Nov 2014, 17:43 |
| Q2 2014 | 381 | $410,359,275 | +$33,979,238 | -$18,878,820 | +$15,100,418 | IWV, EFA, BOND, IVW, VNQ | 13F-HR | 12 Nov 2014, 08:40 |
| Q1 2014 | 354 | $382,150,955 | +$34,414,910 | -$26,337,779 | +$8,077,131 | IWV, EFA, BOND, IVE, IVW | 13F-HR | 12 Nov 2014, 08:47 |
| Q4 2013 | 325 | $367,591,694 | +$26,174,171 | -$13,256,948 | +$12,917,223 | IWV, EFA, IVW, IVE, BOND | 13F-HR | 12 Nov 2014, 08:51 |
| Q3 2013 | 305 | $333,963,302 | +$26,555,893 | -$21,817,603 | +$4,738,290 | IWV, EFA, BOND, IVW, IGSB | 13F-HR | 12 Nov 2014, 08:56 |
| Q2 2013 | 292 | $316,673,174 | +$55,021,953 | -$34,666,175 | +$20,355,778 | IWV, EFA, BOND, IGSB, IVE | 13F-HR | 12 Nov 2014, 09:09 |
| Q1 2013 | 291 | $298,057,724 | +$49,384,128 | -$15,956,226 | +$33,427,902 | IWV, EFA, AGG, VWO, TIP | 13F-HR | 12 Nov 2014, 09:12 |
| Q4 2012 | 289 | $248,228,205 | $0 | $0 | $0 | IWV, TIP, EFA, AGG, VWO | 13F-HR | 12 Nov 2014, 09:15 |