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Manager record

CapWealth Advisors, LLC

Franklin, TN · CIK 1531809 · 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.

$1.32BReported 13F valueQ3 2026 · as filed
122Holdings listed
-9.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 05Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $1.0B$1.0BQ2 2025103 holdingsQ3 2025: $1.5B$1.5BQ3 2025122 holdingsQ4 2025: $1.5B$1.5BQ4 2025121 holdingsQ1 2026: $1.3B$1.3BQ1 2026118 holdingsQ2 2026: $1.5B$1.5BQ2 2026118 holdingsQ3 2026: $1.3B$1.3BQ3 2026122 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
Oct 05 2026 13F-HR · period Q3 2026

$1.32B · 122 holdings listed · View original SEC filing ↗
Jul 28 2026 13F-HR · period Q2 2026

$1.46B · 118 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$1.35B · 118 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR/A · period Q4 2025

$1.46B · 121 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 06 2026 13F-HR/A · period Q3 2025

$1.45B · 122 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$1.47B · 121 holdings listed · View original SEC filing ↗
Oct 30 2025 13F-HR/A · period Q3 2025

$1.46B · 129 holdings listed · amendment (new holdings) · View original SEC filing ↗
Oct 21 2025 13F-HR · period Q3 2025

$1.11B · 106 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$1.02B · 103 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: Q3 2026 · latest filing Oct 05, 2026 · Change methodology