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Manager record

Capital Financial Group Inc\Co\ /Adv

Littleton, CO · CIK 1061555 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$191.07MReported 13F valueQ2 2026 · as filed
102Holdings listed
+5.0%vs prior quartervalue change includes market moves
3Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $179.3M$179.3MQ4 2025105 holdingsQ1 2026: $182.0M$182.0MQ1 2026106 holdingsQ2 2026: $191.1M$191.1MQ2 2026102 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-HR · period Q2 2026

$191.07M · 102 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$182.04M · 106 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$179.28M · 105 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 07, 2026 · Change methodology