CAWM
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Capital Advisors Wealth Management’s CoreWeave CRWV Stock Holding History

Capital Advisors Wealth Management’s Portfolio CRWV Stock Details CRWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$353K Sell
4,053
-1,268
-24% -$108K 0.04% 173
2026
Q2 		$530K Buy
5,321
+511
+11% +$55.2K 0.06% 139
2026
Q1 		$373K Buy
4,810
+862
+22% +$74.8K 0.05% 154
2025
Q4 		$283K Buy
3,948
+1,660
+73% +$168K 0.04% 179
2025
Q3 		$313K Buy
+2,288
New +$271K 0.04% 165

Other funds holding CRWV

GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Capital Advisors Wealth Management's CRWV Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its CoreWeave (CRWV) stake by 24% in Q3 2026, selling an estimated $108K and leaving 4,053 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #173.

Capital Advisors Wealth Management first reported a position in CRWV in Q3 2025 and has held it in 5 quarters since. The position peaked at $530K in Q2 2026. 37 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Capital Advisors Wealth Management held 4,053 shares of CoreWeave worth $353K as of Q3 2026.
  • Capital Advisors Wealth Management sold 1,268 CoreWeave shares in Q3 2026, an estimated $108K.
  • CoreWeave made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #173 holding.
  • Capital Advisors Wealth Management first reported a position in CoreWeave in Q3 2025 and has held it in 5 quarters since.
  • Capital Advisors Wealth Management's CoreWeave position peaked at $530K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.