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Capital Advisors Wealth Management’s Heartflow Inc HTFL Stock Holding History

Capital Advisors Wealth Management’s Portfolio HTFL Stock Details HTFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$224K Buy
+4,500
New +$171K 0.03% 218

Other funds holding HTFL

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Capital Advisors Wealth Management opened a new position in Heartflow Inc (HTFL) in Q3 2026: 4,500 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #218 among its holdings.

6 funds tracked by Wall St. Rank hold HTFL as of Q3 2026.

  • Capital Advisors Wealth Management held 4,500 shares of Heartflow Inc worth $224K as of Q3 2026.
  • Heartflow Inc was a new Capital Advisors Wealth Management position in Q3 2026.
  • Heartflow Inc made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #218 holding.
  • 6 funds tracked by Wall St. Rank held Heartflow Inc as of Q3 2026.

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