Correct Capital Wealth Management has filed its quarterly 13F-HR report, revealing a total investment value of approximately $589 million as of September 30, 2026. This filing is significant as it showcases the firm’s investment strategy and its positioning in the competitive landscape of wealth management.

Founded in Clayton, Missouri, Correct Capital Wealth Management specializes in providing investment advisory services. The firm operates under the SEC file number 028-24297 and has been actively filing reports, including its latest 13F-HR on November 2, 2026. The firm’s address is 130 S Bemiston Ave, Suite 602, Clayton, MO 63105.

The recent filing indicates that Correct Capital holds a diverse portfolio, with a total of 106 positions. Notable investments include significant stakes in major companies such as Amazon, Microsoft, and Johnson & Johnson. The filing states, “The total value of the holdings is $589,134,755.” This reflects a strategic focus on sectors such as technology and consumer goods, which are pivotal in the current market environment.

This update may impact various stakeholders, including clients who benefit from the firm’s investment strategies, as well as competitors in the wealth management industry. Firms may analyze Correct Capital's investment choices to refine their own strategies in response to market trends.

Looking ahead, it remains to be seen how Correct Capital will adjust its portfolio in the coming quarters. The filing does not specify future actions or plans, leaving investors and analysts to speculate on the firm’s next moves in the dynamic investment landscape.