Ten Capital Wealth Advisors, LLC SEC 13F Disclosure Analysis

CIK: 0001832212

Long-term holder

Total reported value

$344.6M

Reporting period: 2023-06-30 · Number of holdings: 200

Ten Capital Wealth Advisors, LLC disclosed 200 holdings in its latest 13F filing for the period ending 2023-06-30, with total reported value of $344.6M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "T"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 0
Sizing Uniformity: —

Sector classification currently covers about 18% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	13.34%	—	+8.17%
2	FIXD	First Trust Smith Opportunis	ETF-Other	9.61%	—	+5.61%
3	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	7.65%	—	+1.24%
4	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	7.22%	—	-2.83%
5	DGRO	Ishares Core Dividend Growth	ETF-Other	6.51%	—	-0.17%
6	RDVY	First Trust Rising Dividend	ETF-Other	6.49%	—	-3.10%
7	FVD	First Trust Value Line Dvd	ETF-Other	5.59%	—	-2.78%
8	PCOR	Procore Technologies INC	Stock-Tech	3.54%	—	+327.79%
9	MSFT	Microsoft CORP	Stock-Tech	3.31%	—	+93.98%
10	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.19%	—	-5.45%
11	AAPL	Apple INC	Stock-Tech	2.08%	—	+152.59%
12	VB	Vanguard Small-cap ETF	ETF-Other	1.78%	—	+4.11%
13	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	1.57%	—	+1.87%
14	VO	Vanguard Mid-cap ETF	ETF-Other	1.32%	—	-15.49%
15	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.23%	—	+158.29%
16	FPX	First Trust US Equity Opport	ETF-Other	1.20%	—	-9.01%
17	JMBS	Janus Henderson Mortg Backed	ETF-Other	0.98%	—	+3.17%
18	HFXI	Nyli Ftse Intl Eq Cur Ntrl	ETF-Other	0.86%	—	-7.78%
19	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.77%	—	+44.90%
20	GIGB	Goldman Sachs Inv Grd CORP	ETF-Commodities	0.71%	—	+6.38%
21	MBB	Ishares Mbs ETF	ETF-Other	0.69%	—	-1.15%
22	VGIT	Vanguard Intermediate-term T	ETF-Other	0.68%	—	+3.95%
23	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.67%	—	+7.40%
24	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.62%	—	+6.82%
25	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	0.55%	—	+0.43%
26	DES	Wisdomtree US Smallcap Divid	ETF-Other	0.53%	—	-14.62%
27	AMZN	Amazon.com INC	Stock-Consumer Disc	0.45%	—	+23.81%
28	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.43%	—	-1.87%
29	IMCB	Ishares Morningstar Mid-cap	ETF-Other	0.42%	—	-6.90%
30	FPXI	First Trust International Eq	ETF-Other	0.41%	—	-9.04%
31	CLF	Cleveland-cliffs INC	Stock-Materials	0.40%	—	—
32	HYLB	Xtrackers Usd High Yield Cor	ETF-High Yield	0.36%	—	+1.01%
33	GINN	Goldman Sachs Innovate Eqty	ETF-Commodities	0.35%	—	-6.98%
34	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	0.34%	—	-4.11%
35	VNQ	Vanguard Real Estate ETF	ETF-Other	0.33%	—	-2.00%
36	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.33%	—	-1.08%
37	SRLN	Ss Blackstone Sr Loan ETF	ETF-Other	0.30%	—	+3.21%
38	ASML	ASML Holding N.V.	Stock-Tech	0.24%	—	+77.40%
39	NVDA	Nvidia CORP	Stock-Tech	0.24%	—	+13.73%
40	DON	Wisdomtree US Midcap Dividen	ETF-Other	0.23%	—	+7.00%
41	LLY	Eli Lilly & Co	Stock-Healthcare	0.22%	—	+28.15%
42	PWR	Quanta Services INC	Stock-Industrials	0.22%	—	+2.07%
43	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.19%	—	+35.63%
44	CVX	Chevron CORP	Stock-Energy	0.19%	—	+10.66%
45	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	0.19%	—	+100.00%
46	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.19%	—	-13.06%
47	NFRA	Flexshares Stoxx Global Broa	ETF-Other	0.18%	—	—
48	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.18%	—	+155.83%
49	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.17%	—	-1.31%
50	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.17%	—	+3.03%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+2.6%

Performance Last 4 Quarters

+13.9%

Based on 85% of reported portfolio value with available pricing

Stdev: +9.2%
Beta: +0.65
Alpha: -0.8%
Max Drawdown: -6.1%
Annualized Perf: +11.3%
Batting Avg vs S&P: +41.7%
Sortino: +2.2
Stutzer: +0.35
Treynor: +0.17
Sterling: +0.75
Calmar: +1.85
Information Ratio: -1.23
Tracking Error: +5.9%
Stdev Down: +5.1%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +22.9%
Worst 12 Months: +4.6%
Efficiency Ratio: +0.46
Sharpe: +1.21
Stdev Sectors: +16.3%
Skewness: -0.19
Kurtosis: -0.48
Upside Potential: +3.81

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-06-30	200	$344.6M	0	1JAAA 2FIXD 3GSLC Top holdings2023-06-30 1.JAAA 2.FIXD 3.GSLC 4.JEPI 5.DGRO 6.RDVY 7.FVD 8.PCOR 9.MSFT 10.IVV
2023-03-31	585	$307.6M	0	1JAAA 2FIXD 3JEPI Top holdings2023-03-31 1.JAAA 2.FIXD 3.JEPI 4.GSLC 5.RDVY 6.DGRO 7.FVD 8.IVV 9.VB 10.SPDW
2022-12-31	587	$249.3M	0	1FVD 2GSLC 3JEPI Top holdings2022-12-31 1.FVD 2.GSLC 3.JEPI 4.RDVY 5.DGRO 6.IVV 7.JAAA 8.VNLA 9.FPX 10.VB
2022-09-30	612	$219.7M	0	1FVD 2GSLC 3JEPI Top holdings2022-09-30 1.FVD 2.GSLC 3.JEPI 4.RDVY 5.DGRO 6.IVV 7.VNLA 8.FPX 9.VB 10.JAAA
2022-06-30	503	$229.8M	0	1FVD 2GSLC 3RDVY Top holdings2022-06-30 1.FVD 2.GSLC 3.RDVY 4.JEPI 5.DGRO 6.IVV 7.VNLA 8.FPX 9.VB 10.SPDW
2022-03-31	505	$239.5M	0	1GSLC 2FVD 3JEPI Top holdings2022-03-31 1.GSLC 2.FVD 3.JEPI 4.DGRO 5.RDVY 6.IVV 7.FPX 8.VNLA 9.VB 10.SPDW
2021-12-31	494	$245.0M	0	1FPX 2GSLC 3FVD Top holdings2021-12-31 1.FPX 2.GSLC 3.FVD 4.DGRO 5.RDVY 6.DON 7.VNLA 8.IVV 9.VB 10.HYLS
2021-09-30	438	$213.9M	0	1FPX 2GSLC 3FVD Top holdings2021-09-30 1.FPX 2.GSLC 3.FVD 4.DGRO 5.RDVY 6.DON 7.VNLA 8.IVV 9.HYLS 10.HFXI
2021-06-30	555	$441.3M	96	1FPX 2FVD 3GSLC Top holdings2021-06-30 1.FPX 2.FVD 3.GSLC 4.XLK 5.DGRO 6.BNDX 7.RDVY 8.XLF 9.BIV 10.JPST
2021-03-31	391	$409.7M	34	1FPX 2FVD 3GSLC Top holdings2021-03-31 1.FPX 2.FVD 3.GSLC 4.XLK 5.DGRO 6.XLF 7.JPST 8.RDVY 9.VMBS 10.DON
2020-12-31	377	$358.4M	25	1FPX 2FVD 3XLK Top holdings2020-12-31 1.FPX 2.FVD 3.XLK 4.VNLA 5.GSLC 6.GSY 7.VMBS 8.JPST 9.DON 10.XLF
2020-09-30	107	$296.9M	0	1FPX 2XLK 3FVD Top holdings2020-09-30 1.FPX 2.XLK 3.FVD 4.VNLA 5.GSY 6.JPST 7.VMBS 8.LMBS 9.XLP 10.SPAB

Holding changes this quarter

Position changes disclosed by Ten Capital Wealth Advisors, LLC for the quarter ending 2023-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-06-30	2023-07-31	13F-HR	View on EDGAR
2023-03-31	2023-05-04	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-09	13F-HR	View on EDGAR
2022-06-30	2022-08-09	13F-HR	View on EDGAR
2022-03-31	2022-05-09	13F-HR	View on EDGAR
2021-12-31	2022-01-28	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-12	13F-HR	View on EDGAR
2021-03-31	2021-05-13	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR

FAQ

What is Ten Capital Wealth Advisors, LLC and what type of investor is it?

Ten Capital Wealth Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-06-30), the firm manages a tracked equity portfolio valued at approximately $344.6M, spread across 200 disclosed positions.

What are Ten Capital Wealth Advisors, LLC's largest equity positions?

Based on the latest 13F filing, Ten Capital Wealth Advisors, LLC's top holdings by market value are: 1. Janus Henderson Aaa Clo ETF (JAAA) — $46.0M (13.3%) 2. First Trust Smith Opportunis (FIXD) — $33.1M (9.6%) 3. Goldman Activebeta US Lc ETF (GSLC) — $26.4M (7.7%) 4. Jpmorgan Equity Premium Inco (JEPI) — $24.9M (7.2%) 5. Ishares Core Dividend Growth (DGRO) — $22.4M (6.5%)

What changes did Ten Capital Wealth Advisors, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Ten Capital Wealth Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Ten Capital Wealth Advisors, LLC focus on?

Ten Capital Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 60.1% • Consumer Discretionary: 6.9% • Financials: 6.8% • Health Care: 6.0% • Industrials: 5.2% • Energy: 3.1%

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Ten Capital Wealth Advisors, LLC SEC 13F Disclosure Analysis

CIK: 0001832212

Long-term holder

Total reported value

$344.6M

Reporting period: 2023-06-30 · Number of holdings: 200

Ten Capital Wealth Advisors, LLC disclosed 200 holdings in its latest 13F filing for the period ending 2023-06-30, with total reported value of $344.6M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "T"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 0
Sizing Uniformity: —

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	13.34%	—	+8.17%
2	FIXD	First Trust Smith Opportunis	ETF-Other	9.61%	—	+5.61%
3	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	7.65%	—	+1.24%
4	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	7.22%	—	-2.83%
5	DGRO	Ishares Core Dividend Growth	ETF-Other	6.51%	—	-0.17%
6	RDVY	First Trust Rising Dividend	ETF-Other	6.49%	—	-3.10%
7	FVD	First Trust Value Line Dvd	ETF-Other	5.59%	—	-2.78%
8	PCOR	Procore Technologies INC	Stock-Tech	3.54%	—	+327.79%
9	MSFT	Microsoft CORP	Stock-Tech	3.31%	—	+93.98%
10	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.19%	—	-5.45%
11	AAPL	Apple INC	Stock-Tech	2.08%	—	+152.59%
12	VB	Vanguard Small-cap ETF	ETF-Other	1.78%	—	+4.11%
13	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	1.57%	—	+1.87%
14	VO	Vanguard Mid-cap ETF	ETF-Other	1.32%	—	-15.49%
15	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.23%	—	+158.29%
16	FPX	First Trust US Equity Opport	ETF-Other	1.20%	—	-9.01%
17	JMBS	Janus Henderson Mortg Backed	ETF-Other	0.98%	—	+3.17%
18	HFXI	Nyli Ftse Intl Eq Cur Ntrl	ETF-Other	0.86%	—	-7.78%
19	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.77%	—	+44.90%
20	GIGB	Goldman Sachs Inv Grd CORP	ETF-Commodities	0.71%	—	+6.38%
21	MBB	Ishares Mbs ETF	ETF-Other	0.69%	—	-1.15%
22	VGIT	Vanguard Intermediate-term T	ETF-Other	0.68%	—	+3.95%
23	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.67%	—	+7.40%
24	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.62%	—	+6.82%
25	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	0.55%	—	+0.43%
26	DES	Wisdomtree US Smallcap Divid	ETF-Other	0.53%	—	-14.62%
27	AMZN	Amazon.com INC	Stock-Consumer Disc	0.45%	—	+23.81%
28	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.43%	—	-1.87%
29	IMCB	Ishares Morningstar Mid-cap	ETF-Other	0.42%	—	-6.90%
30	FPXI	First Trust International Eq	ETF-Other	0.41%	—	-9.04%
31	CLF	Cleveland-cliffs INC	Stock-Materials	0.40%	—	—
32	HYLB	Xtrackers Usd High Yield Cor	ETF-High Yield	0.36%	—	+1.01%
33	GINN	Goldman Sachs Innovate Eqty	ETF-Commodities	0.35%	—	-6.98%
34	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	0.34%	—	-4.11%
35	VNQ	Vanguard Real Estate ETF	ETF-Other	0.33%	—	-2.00%
36	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.33%	—	-1.08%
37	SRLN	Ss Blackstone Sr Loan ETF	ETF-Other	0.30%	—	+3.21%
38	ASML	ASML Holding N.V.	Stock-Tech	0.24%	—	+77.40%
39	NVDA	Nvidia CORP	Stock-Tech	0.24%	—	+13.73%
40	DON	Wisdomtree US Midcap Dividen	ETF-Other	0.23%	—	+7.00%
41	LLY	Eli Lilly & Co	Stock-Healthcare	0.22%	—	+28.15%
42	PWR	Quanta Services INC	Stock-Industrials	0.22%	—	+2.07%
43	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.19%	—	+35.63%
44	CVX	Chevron CORP	Stock-Energy	0.19%	—	+10.66%
45	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	0.19%	—	+100.00%
46	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.19%	—	-13.06%
47	NFRA	Flexshares Stoxx Global Broa	ETF-Other	0.18%	—	—
48	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.18%	—	+155.83%
49	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.17%	—	-1.31%
50	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.17%	—	+3.03%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+2.6%

Performance Last 4 Quarters

+13.9%

Based on 85% of reported portfolio value with available pricing

Stdev: +9.2%
Beta: +0.65
Alpha: -0.8%
Max Drawdown: -6.1%
Annualized Perf: +11.3%
Batting Avg vs S&P: +41.7%
Sortino: +2.2
Stutzer: +0.35
Treynor: +0.17
Sterling: +0.75
Calmar: +1.85
Information Ratio: -1.23
Tracking Error: +5.9%
Stdev Down: +5.1%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +22.9%
Worst 12 Months: +4.6%
Efficiency Ratio: +0.46
Sharpe: +1.21
Stdev Sectors: +16.3%
Skewness: -0.19
Kurtosis: -0.48
Upside Potential: +3.81

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-06-30	200	$344.6M	0	1JAAA 2FIXD 3GSLC Top holdings2023-06-30 1.JAAA 2.FIXD 3.GSLC 4.JEPI 5.DGRO 6.RDVY 7.FVD 8.PCOR 9.MSFT 10.IVV
2023-03-31	585	$307.6M	0	1JAAA 2FIXD 3JEPI Top holdings2023-03-31 1.JAAA 2.FIXD 3.JEPI 4.GSLC 5.RDVY 6.DGRO 7.FVD 8.IVV 9.VB 10.SPDW
2022-12-31	587	$249.3M	0	1FVD 2GSLC 3JEPI Top holdings2022-12-31 1.FVD 2.GSLC 3.JEPI 4.RDVY 5.DGRO 6.IVV 7.JAAA 8.VNLA 9.FPX 10.VB
2022-09-30	612	$219.7M	0	1FVD 2GSLC 3JEPI Top holdings2022-09-30 1.FVD 2.GSLC 3.JEPI 4.RDVY 5.DGRO 6.IVV 7.VNLA 8.FPX 9.VB 10.JAAA
2022-06-30	503	$229.8M	0	1FVD 2GSLC 3RDVY Top holdings2022-06-30 1.FVD 2.GSLC 3.RDVY 4.JEPI 5.DGRO 6.IVV 7.VNLA 8.FPX 9.VB 10.SPDW
2022-03-31	505	$239.5M	0	1GSLC 2FVD 3JEPI Top holdings2022-03-31 1.GSLC 2.FVD 3.JEPI 4.DGRO 5.RDVY 6.IVV 7.FPX 8.VNLA 9.VB 10.SPDW
2021-12-31	494	$245.0M	0	1FPX 2GSLC 3FVD Top holdings2021-12-31 1.FPX 2.GSLC 3.FVD 4.DGRO 5.RDVY 6.DON 7.VNLA 8.IVV 9.VB 10.HYLS
2021-09-30	438	$213.9M	0	1FPX 2GSLC 3FVD Top holdings2021-09-30 1.FPX 2.GSLC 3.FVD 4.DGRO 5.RDVY 6.DON 7.VNLA 8.IVV 9.HYLS 10.HFXI
2021-06-30	555	$441.3M	96	1FPX 2FVD 3GSLC Top holdings2021-06-30 1.FPX 2.FVD 3.GSLC 4.XLK 5.DGRO 6.BNDX 7.RDVY 8.XLF 9.BIV 10.JPST
2021-03-31	391	$409.7M	34	1FPX 2FVD 3GSLC Top holdings2021-03-31 1.FPX 2.FVD 3.GSLC 4.XLK 5.DGRO 6.XLF 7.JPST 8.RDVY 9.VMBS 10.DON
2020-12-31	377	$358.4M	25	1FPX 2FVD 3XLK Top holdings2020-12-31 1.FPX 2.FVD 3.XLK 4.VNLA 5.GSLC 6.GSY 7.VMBS 8.JPST 9.DON 10.XLF
2020-09-30	107	$296.9M	0	1FPX 2XLK 3FVD Top holdings2020-09-30 1.FPX 2.XLK 3.FVD 4.VNLA 5.GSY 6.JPST 7.VMBS 8.LMBS 9.XLP 10.SPAB

Holding changes this quarter

Position changes disclosed by Ten Capital Wealth Advisors, LLC for the quarter ending 2023-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-06-30	2023-07-31	13F-HR	View on EDGAR
2023-03-31	2023-05-04	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-09	13F-HR	View on EDGAR
2022-06-30	2022-08-09	13F-HR	View on EDGAR
2022-03-31	2022-05-09	13F-HR	View on EDGAR
2021-12-31	2022-01-28	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-12	13F-HR	View on EDGAR
2021-03-31	2021-05-13	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR

FAQ

What is Ten Capital Wealth Advisors, LLC and what type of investor is it?

What are Ten Capital Wealth Advisors, LLC's largest equity positions?

What changes did Ten Capital Wealth Advisors, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Ten Capital Wealth Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Ten Capital Wealth Advisors, LLC focus on?