Vanguard Capital Wealth Advisors
Latest statistics and disclosures from Vanguard Capital Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, AMZN, GOOG, MU, and represent 34.07% of Vanguard Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VZ, BA, ECH, MU, NVDA, RIO, NFLX, CCU, TSLA, KRE.
- Started 19 new stock positions in CCU, T, ECH, VIXM, ADT, KOF, COPX, NEM, AEM, KGC. NIO, KRE, TECK, VIOO, NIKL, ALAB, VALE, RIO, THW.
- Reduced shares in these 10 stocks: SLV, EFA, AEF, IAU, SIL, PPLT, PANW, , MGM, CRWV.
- Sold out of its positions in MO, B, GVAL, CMG, STZ, CRWV, EVM, SIL, ETHE, HD.
- Vanguard Capital Wealth Advisors was a net seller of stock by $-5.4M.
- Vanguard Capital Wealth Advisors has $125M in assets under management (AUM), dropping by -0.03%.
- Central Index Key (CIK): 0001730578
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Portfolio Holdings for Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors holds 128 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 12.2 | $15M | 56k | 271.86 |
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| NVIDIA Corporation (NVDA) | 8.4 | $11M | +11% | 57k | 186.50 |
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| Amazon (AMZN) | 5.5 | $6.9M | +3% | 30k | 230.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $5.1M | -2% | 16k | 313.80 |
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| Micron Technology (MU) | 3.8 | $4.8M | +33% | 17k | 285.41 |
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| United Rentals (URI) | 3.4 | $4.3M | 5.3k | 809.32 |
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| Boeing Company (BA) | 2.7 | $3.3M | +92% | 15k | 217.12 |
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| Aberdeen Chile Fund (AEF) | 2.5 | $3.2M | -30% | 452k | 7.00 |
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| Broadcom (AVGO) | 2.4 | $3.0M | -4% | 8.7k | 346.10 |
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| Meta Platforms Cl A (META) | 2.0 | $2.5M | 3.8k | 660.11 |
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| Morgan Stanley Com New (MS) | 2.0 | $2.5M | +2% | 14k | 177.53 |
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| Tesla Motors (TSLA) | 1.7 | $2.2M | +55% | 4.9k | 449.72 |
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| Ishares Silver Tr Ishares (SLV) | 1.7 | $2.1M | -59% | 32k | 64.42 |
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| Caterpillar (CAT) | 1.6 | $2.1M | 3.6k | 572.82 |
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| Cameco Corporation (CCJ) | 1.6 | $2.0M | +13% | 22k | 91.49 |
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| Verizon Communications (VZ) | 1.6 | $2.0M | +651% | 49k | 40.73 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.3 | $1.6M | -18% | 19k | 85.77 |
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| Bank of America Corporation (BAC) | 1.3 | $1.6M | 30k | 55.00 |
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| Microsoft Corporation (MSFT) | 1.3 | $1.6M | +3% | 3.3k | 483.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.5M | 4.8k | 313.00 |
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| Advisorshares Tr Ranger Equity Be (HDGE) | 1.2 | $1.5M | -23% | 93k | 16.02 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.1 | $1.4M | -3% | 52k | 26.91 |
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| Ishares Msci Chile Etf (ECH) | 1.1 | $1.4M | NEW | 34k | 40.40 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.0 | $1.3M | 43k | 29.61 |
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| Netflix (NFLX) | 0.8 | $1.0M | +1183% | 11k | 93.76 |
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| McDonald's Corporation (MCD) | 0.8 | $998k | 3.3k | 305.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $967k | 1.9k | 502.65 |
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| Rio Tinto Sponsored Adr (RIO) | 0.8 | $955k | NEW | 12k | 80.03 |
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| Amphenol Corp Cl A (APH) | 0.7 | $933k | 6.9k | 135.14 |
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| Phillips 66 (PSX) | 0.7 | $890k | -10% | 6.9k | 129.04 |
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| Compania Cervecerias Unidas Sponsored Adr (CCU) | 0.7 | $882k | NEW | 69k | 12.76 |
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| Abbvie (ABBV) | 0.7 | $879k | -6% | 3.8k | 228.47 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $873k | -13% | 32k | 27.43 |
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| Spdr Series Trust State Street Spd (KRE) | 0.6 | $750k | NEW | 12k | 64.81 |
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| Citigroup Com New (C) | 0.6 | $745k | +97% | 6.4k | 116.68 |
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| Ishares Gold Tr Ishares New (IAU) | 0.6 | $724k | -65% | 8.9k | 81.17 |
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| Intel Corporation (INTC) | 0.6 | $716k | 19k | 36.90 |
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| 3M Company (MMM) | 0.6 | $714k | -10% | 4.5k | 160.09 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $666k | -5% | 2.1k | 322.23 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.5 | $627k | -16% | 9.4k | 66.39 |
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| Eli Lilly & Co. (LLY) | 0.5 | $618k | -16% | 575.00 | 1074.68 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $590k | -2% | 18k | 32.62 |
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| Palo Alto Networks (PANW) | 0.5 | $568k | -60% | 3.1k | 184.20 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $565k | -2% | 22k | 26.23 |
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| Philip Morris International (PM) | 0.4 | $559k | 3.5k | 160.43 |
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| Procter & Gamble Company (PG) | 0.4 | $540k | -2% | 3.8k | 143.30 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.4 | $534k | NEW | 5.6k | 94.71 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.4 | $529k | 20k | 26.57 |
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| Newmont Mining Corporation (NEM) | 0.4 | $515k | NEW | 5.2k | 99.85 |
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| Uranium Energy (UEC) | 0.4 | $491k | -3% | 42k | 11.68 |
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| Teck Resources CL B (TECK) | 0.4 | $489k | NEW | 10k | 47.89 |
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| ConocoPhillips (COP) | 0.4 | $482k | -2% | 5.2k | 93.61 |
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| Bristol Myers Squibb (BMY) | 0.4 | $482k | +33% | 8.9k | 53.94 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.4 | $481k | 45k | 10.69 |
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| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.4 | $475k | -4% | 9.2k | 51.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $470k | 765.00 | 614.31 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $467k | -8% | 1.2k | 396.31 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $455k | -13% | 3.8k | 120.34 |
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| Barclays Bank Ipath S&p 500 Sh (VXX) | 0.4 | $438k | -54% | 17k | 26.47 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $431k | -5% | 4.5k | 96.17 |
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| Mp Materials Corp Com Cl A (MP) | 0.3 | $414k | -21% | 8.2k | 50.52 |
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| Oracle Corporation (ORCL) | 0.3 | $406k | -7% | 2.1k | 194.91 |
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| Cohen & Steers Quality Income Realty (RQI) | 0.3 | $400k | +44% | 35k | 11.42 |
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| Columbia Banking System (COLB) | 0.3 | $384k | 14k | 27.95 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $375k | 2.4k | 154.14 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.3 | $375k | -8% | 21k | 17.67 |
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| Deckers Outdoor Corporation (DECK) | 0.3 | $373k | 3.6k | 103.67 |
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| Mobix Labs Com Cl A (MOBX) | 0.3 | $370k | +4% | 1.4M | 0.27 |
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| Applied Materials (AMAT) | 0.3 | $362k | -50% | 1.4k | 256.99 |
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| United Sts Nat Gas Unit Par (UNG) | 0.3 | $362k | -11% | 30k | 12.26 |
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| Chevron Corporation (CVX) | 0.3 | $361k | +15% | 2.4k | 152.41 |
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| Qualcomm (QCOM) | 0.3 | $359k | +10% | 2.1k | 171.05 |
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| Dominion Resources (D) | 0.3 | $357k | -46% | 6.1k | 58.59 |
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| Agnico (AEM) | 0.3 | $357k | NEW | 2.1k | 169.53 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $353k | -47% | 7.0k | 50.79 |
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| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.3 | $334k | +50% | 30k | 11.13 |
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| Visa Com Cl A (V) | 0.3 | $334k | 951.00 | 350.77 |
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| Veritone (VERI) | 0.3 | $332k | +11% | 72k | 4.65 |
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| Valero Energy Corporation (VLO) | 0.3 | $331k | -8% | 2.0k | 162.79 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $323k | -8% | 2.2k | 146.58 |
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| Ameresco Cl A (AMRC) | 0.3 | $322k | -26% | 11k | 29.29 |
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| Sprott Fds Tr Nickel Miners Et (NIKL) | 0.3 | $322k | NEW | 21k | 15.73 |
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| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.3 | $322k | 33k | 9.75 |
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| Global X Fds Global X Copper (COPX) | 0.3 | $318k | NEW | 4.4k | 71.79 |
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| Advanced Micro Devices (AMD) | 0.2 | $311k | +7% | 1.5k | 214.16 |
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| John Hancock Pref. Income Fund II (HPF) | 0.2 | $309k | 19k | 16.07 |
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| Costco Wholesale Corporation (COST) | 0.2 | $306k | +39% | 354.00 | 863.41 |
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| Adt (ADT) | 0.2 | $302k | NEW | 38k | 8.07 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $296k | 2.2k | 137.87 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.2 | $288k | -2% | 230.00 | 1252.00 |
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| International Business Machines (IBM) | 0.2 | $284k | 960.00 | 296.21 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $283k | 1.7k | 162.61 |
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| Honeywell International (HON) | 0.2 | $274k | -6% | 1.4k | 195.03 |
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| Ida (IDA) | 0.2 | $273k | 2.2k | 126.53 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $270k | NEW | 2.4k | 110.97 |
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| Walt Disney Company (DIS) | 0.2 | $266k | -2% | 2.3k | 113.76 |
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| UnitedHealth (UNH) | 0.2 | $265k | -61% | 802.00 | 330.15 |
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| Johnson & Johnson (JNJ) | 0.2 | $260k | 1.3k | 206.95 |
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| At&t (T) | 0.2 | $256k | NEW | 10k | 24.84 |
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| Abrdn World Healthcare Fund Ben Int Shs (THW) | 0.2 | $256k | NEW | 20k | 12.78 |
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| Advent Claymore Convertible Sec & Inc (AVK) | 0.2 | $255k | 20k | 12.54 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $254k | -25% | 2.9k | 87.18 |
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| Goldman Sachs (GS) | 0.2 | $242k | 275.00 | 880.56 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $240k | 530.00 | 453.36 |
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| Kinross Gold Corp (KGC) | 0.2 | $236k | NEW | 8.4k | 28.16 |
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| BlackRock Enhanced Capital and Income (CII) | 0.2 | $234k | -16% | 10k | 23.37 |
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| Gilead Sciences (GILD) | 0.2 | $232k | 1.9k | 122.76 |
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| Doordash Cl A (DASH) | 0.2 | $227k | 1.0k | 226.48 |
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| Pimco Income Strategy Fund II (PFN) | 0.2 | $225k | 30k | 7.50 |
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| Astera Labs (ALAB) | 0.2 | $220k | NEW | 1.3k | 166.36 |
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| Dell Technologies CL C (DELL) | 0.2 | $217k | -4% | 1.7k | 125.88 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $209k | 366.00 | 570.20 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.2 | $205k | -81% | 1.1k | 186.43 |
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| Cyberark Software SHS (CYBR) | 0.2 | $201k | 450.00 | 446.06 |
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| Baker Hughes Company Cl A (BKR) | 0.2 | $200k | -58% | 4.4k | 45.54 |
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| Agnc Invt Corp Com reit (AGNC) | 0.1 | $182k | -5% | 17k | 10.72 |
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| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.1 | $168k | -15% | 10k | 16.50 |
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| Proshares Tr Ii Vix Mdtrm Futr N (VIXM) | 0.1 | $166k | NEW | 11k | 15.27 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $165k | 10k | 16.49 |
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| Nfj Dividend Interest (NFJ) | 0.1 | $163k | +2% | 13k | 12.89 |
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| Vale S A Sponsored Ads (VALE) | 0.1 | $137k | NEW | 11k | 13.03 |
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| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $101k | +42% | 50k | 2.00 |
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| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.1 | $93k | -28% | 18k | 5.16 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $88k | -35% | 12k | 7.32 |
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| Nio Spon Ads (NIO) | 0.1 | $64k | NEW | 13k | 5.10 |
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| Nautilus Biotechnology (NAUT) | 0.0 | $25k | -3% | 13k | 1.95 |
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| Amaze Holdings (AMZE) | 0.0 | $15k | +182% | 39k | 0.38 |
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| Mobix Labs *w Exp 12/21/202 (MOBXW) | 0.0 | $1.8k | 20k | 0.09 |
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Past Filings by Vanguard Capital Wealth Advisors
SEC 13F filings are viewable for Vanguard Capital Wealth Advisors going back to 2017
- Vanguard Capital Wealth Advisors 2025 Q4 filed Jan. 16, 2026
- Vanguard Capital Wealth Advisors 2025 Q3 filed Oct. 30, 2025
- Vanguard Capital Wealth Advisors 2025 Q2 filed July 11, 2025
- Vanguard Capital Wealth Advisors 2025 Q1 filed April 11, 2025
- Vanguard Capital Wealth Advisors 2024 Q4 filed Feb. 18, 2025
- Vanguard Capital Wealth Advisors 2024 Q3 filed Oct. 25, 2024
- Vanguard Capital Wealth Advisors 2024 Q1 filed April 16, 2024
- Vanguard Capital Wealth Advisors 2023 Q4 filed Feb. 5, 2024
- Vanguard Capital Wealth Advisors 2023 Q3 filed Nov. 1, 2023
- Vanguard Capital Wealth Advisors 2023 Q2 restated filed Nov. 1, 2023
- Vanguard Capital Wealth Advisors 2023 Q2 filed July 17, 2023
- Vanguard Capital Wealth Advisors 2023 Q1 filed April 21, 2023
- Vanguard Capital Wealth Advisors 2022 Q4 filed Jan. 18, 2023
- Vanguard Capital Wealth Advisors 2022 Q3 filed Oct. 21, 2022
- Vanguard Capital Wealth Advisors 2022 Q2 filed Aug. 4, 2022
- Vanguard Capital Wealth Advisors 2022 Q1 filed April 29, 2022