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, URI, AEF, and represent 31.32% of Vanguard Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IAU, EFA, PANW, VXX, SIL, HDGE, SLV, MP, D, BKR.
- Started 29 new stock positions in CYBR, AMZE, GVAL, ARWR, LAC, PAAS, SYF, UNG, VXX, ETHE.
- Reduced shares in these 10 stocks: PPLT, AEF, SBSW, AMRC, GOOG, AMLP, , SLB, MGM, IEO.
- Sold out of its positions in AMLP, Acurx Pharmaceuticals, LEU, CSCO, HUT, IEO, Pacific Premier Ban, PZC, VALE, WMB.
- Vanguard Capital Wealth Advisors was a net buyer of stock by $9.4M.
- Vanguard Capital Wealth Advisors has $125M in assets under management (AUM), dropping by 24.02%.
- Central Index Key (CIK): 0001730578
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Portfolio Holdings for Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors holds 134 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 11.3 | $14M | 55k | 254.63 |
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| NVIDIA Corporation (NVDA) | 7.6 | $9.5M | 51k | 186.58 |
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| Amazon (AMZN) | 5.1 | $6.3M | +5% | 29k | 219.57 |
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| United Rentals (URI) | 4.1 | $5.1M | 5.3k | 954.66 |
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| Aberdeen Chile Fund (AEF) | 3.4 | $4.2M | -34% | 647k | 6.48 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $4.1M | -13% | 17k | 243.55 |
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| Ishares Silver Tr Ishares (SLV) | 2.7 | $3.4M | +28% | 79k | 42.37 |
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| Broadcom (AVGO) | 2.4 | $3.0M | 9.1k | 329.91 |
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| Meta Platforms Cl A (META) | 2.3 | $2.8M | 3.8k | 734.40 |
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| Morgan Stanley Com New (MS) | 1.7 | $2.2M | +6% | 14k | 158.96 |
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| Micron Technology (MU) | 1.7 | $2.1M | +31% | 13k | 167.32 |
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| Advisorshares Tr Ranger Equity Be (HDGE) | 1.6 | $2.0M | +73% | 122k | 16.39 |
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| Ishares Gold Tr Ishares New (IAU) | 1.5 | $1.9M | NEW | 26k | 72.77 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.4 | $1.8M | +12% | 24k | 76.40 |
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| Boeing Company (BA) | 1.4 | $1.7M | 8.0k | 215.83 |
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| Caterpillar (CAT) | 1.4 | $1.7M | 3.6k | 477.18 |
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| Microsoft Corporation (MSFT) | 1.3 | $1.7M | -2% | 3.2k | 517.96 |
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| Cameco Corporation (CCJ) | 1.3 | $1.7M | +19% | 20k | 83.86 |
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| Palo Alto Networks (PANW) | 1.3 | $1.6M | +431% | 7.7k | 203.62 |
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| Bank of America Corporation (BAC) | 1.2 | $1.5M | +7% | 30k | 51.59 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.1 | $1.4M | 54k | 26.34 |
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| Tesla Motors (TSLA) | 1.1 | $1.4M | -12% | 3.1k | 444.72 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $1.4M | NEW | 15k | 93.37 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.0 | $1.2M | 43k | 29.11 |
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| Barclays Bank Ipath S&p 500 Sh (VXX) | 1.0 | $1.2M | NEW | 37k | 33.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.2M | 4.8k | 243.10 |
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| Mobix Labs Com Cl A (MOBX) | 0.9 | $1.1M | +39% | 1.3M | 0.81 |
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| Global X Fds Global X Silver (SIL) | 0.9 | $1.1M | NEW | 15k | 71.63 |
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| Phillips 66 (PSX) | 0.8 | $1.0M | +52% | 7.7k | 136.03 |
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| Netflix (NFLX) | 0.8 | $1.0M | +6% | 850.00 | 1198.92 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $998k | +2% | 37k | 27.30 |
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| McDonald's Corporation (MCD) | 0.8 | $989k | 3.3k | 303.87 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $967k | 1.9k | 502.74 |
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| Abbvie (ABBV) | 0.8 | $956k | 4.1k | 231.52 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.7 | $872k | -72% | 6.1k | 142.88 |
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| Amphenol Corp Cl A (APH) | 0.7 | $854k | 6.9k | 123.75 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.6 | $786k | +30% | 32k | 24.63 |
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| 3M Company (MMM) | 0.6 | $769k | +19% | 5.0k | 155.17 |
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| MGM Resorts International. (MGM) | 0.6 | $766k | -25% | 22k | 34.66 |
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| Coreweave Com Cl A (CRWV) | 0.6 | $746k | +153% | 5.5k | 136.85 |
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| UnitedHealth (UNH) | 0.6 | $714k | +2% | 2.1k | 345.31 |
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| Mp Materials Corp Com Cl A (MP) | 0.6 | $701k | NEW | 11k | 67.07 |
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| Dominion Resources (D) | 0.6 | $691k | NEW | 11k | 61.17 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $690k | 2.2k | 315.43 |
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| Intel Corporation (INTC) | 0.5 | $647k | -12% | 19k | 33.55 |
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| Oracle Corporation (ORCL) | 0.5 | $634k | 2.3k | 281.24 |
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| Procter & Gamble Company (PG) | 0.5 | $594k | 3.9k | 153.63 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $593k | -6% | 19k | 31.91 |
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| Applied Materials (AMAT) | 0.5 | $584k | -24% | 2.9k | 204.74 |
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| Uranium Energy (UEC) | 0.5 | $580k | -10% | 44k | 13.34 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $567k | 22k | 25.71 |
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| Philip Morris International (PM) | 0.5 | $565k | 3.5k | 162.23 |
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| Eli Lilly & Co. (LLY) | 0.4 | $523k | 685.00 | 763.00 |
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| Baker Hughes Company Cl A (BKR) | 0.4 | $521k | NEW | 11k | 48.72 |
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| Freeport-mcmoran CL B (FCX) | 0.4 | $518k | +112% | 13k | 39.22 |
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| Schlumberger Com Stk (SLB) | 0.4 | $512k | -34% | 15k | 34.37 |
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| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.4 | $512k | -6% | 9.6k | 53.28 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.4 | $511k | +2% | 20k | 25.74 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.4 | $505k | 45k | 11.21 |
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| Ameresco Cl A (AMRC) | 0.4 | $504k | -58% | 15k | 33.58 |
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| ConocoPhillips (COP) | 0.4 | $501k | -20% | 5.3k | 94.59 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $494k | -33% | 4.4k | 112.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $459k | +6% | 765.00 | 600.37 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $459k | 1.3k | 355.47 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $456k | 4.7k | 96.46 |
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| United Sts Nat Gas Unit Par (UNG) | 0.4 | $438k | NEW | 34k | 13.07 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $429k | +9% | 2.4k | 178.73 |
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| Constellation Brands Cl A (STZ) | 0.3 | $419k | NEW | 3.1k | 134.67 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $416k | 2.4k | 170.85 |
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| Barrick Mng Corp Com Shs (B) | 0.3 | $402k | NEW | 12k | 32.77 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.3 | $394k | -9% | 23k | 17.01 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.3 | $389k | NEW | 11k | 34.49 |
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| Kkr Income Opportunities (KIO) | 0.3 | $378k | 30k | 12.60 |
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| Valero Energy Corporation (VLO) | 0.3 | $377k | +15% | 2.2k | 170.26 |
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| Deckers Outdoor Corporation (DECK) | 0.3 | $365k | 3.6k | 101.37 |
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| Columbia Banking System (COLB) | 0.3 | $353k | NEW | 14k | 25.74 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $347k | NEW | 3.9k | 89.37 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 0.3 | $343k | NEW | 9.4k | 36.42 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $342k | 1.8k | 192.70 |
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| KB Home (KBH) | 0.3 | $329k | NEW | 5.2k | 63.64 |
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| Citigroup Com New (C) | 0.3 | $328k | 3.2k | 101.51 |
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| Visa Com Cl A (V) | 0.3 | $324k | 950.00 | 341.46 |
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| John Hancock Pref. Income Fund II (HPF) | 0.3 | $324k | 19k | 16.85 |
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| Chevron Corporation (CVX) | 0.3 | $320k | -14% | 2.1k | 155.29 |
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| Honeywell International (HON) | 0.3 | $316k | +2% | 1.5k | 210.50 |
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| Qualcomm (QCOM) | 0.3 | $316k | 1.9k | 166.36 |
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| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.2 | $311k | 33k | 9.46 |
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| Veritone (VERI) | 0.2 | $310k | 64k | 4.82 |
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| Cohen & Steers Quality Income Realty (RQI) | 0.2 | $303k | +38% | 24k | 12.47 |
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| Bristol Myers Squibb (BMY) | 0.2 | $301k | +12% | 6.7k | 45.10 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.2 | $301k | 235.00 | 1280.00 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.2 | $293k | NEW | 8.6k | 34.27 |
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| Verizon Communications (VZ) | 0.2 | $284k | 6.5k | 43.95 |
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| Ida (IDA) | 0.2 | $284k | 2.1k | 132.16 |
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| Pfizer (PFE) | 0.2 | $278k | NEW | 11k | 25.48 |
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| BlackRock Enhanced Capital and Income (CII) | 0.2 | $276k | 12k | 23.00 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $276k | 2.2k | 128.24 |
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| Walt Disney Company (DIS) | 0.2 | $274k | 2.4k | 114.49 |
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| Doordash Cl A (DASH) | 0.2 | $272k | NEW | 1.0k | 271.99 |
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| International Business Machines (IBM) | 0.2 | $271k | 960.00 | 282.16 |
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| Pan American Silver Corp Can (PAAS) | 0.2 | $268k | NEW | 6.9k | 38.73 |
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| Marriott Vacations Wrldwde Cp (VAC) | 0.2 | $267k | -33% | 4.0k | 66.56 |
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| Sibanye Stillwater Sponsored Adr (SBSW) | 0.2 | $266k | -73% | 24k | 11.24 |
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| Cambria Etf Tr Global Value Etf (GVAL) | 0.2 | $262k | NEW | 9.0k | 29.23 |
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| Advent Claymore Convertible Sec & Inc (AVK) | 0.2 | $260k | 20k | 12.79 |
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| Dell Technologies CL C (DELL) | 0.2 | $255k | 1.8k | 141.77 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $247k | NEW | 6.3k | 39.19 |
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| Synchrony Financial (SYF) | 0.2 | $246k | NEW | 3.5k | 71.05 |
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| Costco Wholesale Corporation (COST) | 0.2 | $235k | +4% | 254.00 | 926.87 |
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| Johnson & Johnson (JNJ) | 0.2 | $229k | NEW | 1.2k | 185.42 |
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| Pimco Income Strategy Fund II (PFN) | 0.2 | $228k | 30k | 7.59 |
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| Eaton Corp SHS (ETN) | 0.2 | $225k | 600.00 | 374.25 |
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| Home Depot (HD) | 0.2 | $223k | -6% | 550.00 | 405.19 |
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| Altria (MO) | 0.2 | $222k | NEW | 3.4k | 66.06 |
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| Goldman Sachs (GS) | 0.2 | $219k | -12% | 275.00 | 797.43 |
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| Advanced Micro Devices (AMD) | 0.2 | $218k | -12% | 1.4k | 161.79 |
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| Cyberark Software SHS (CYBR) | 0.2 | $217k | NEW | 450.00 | 483.15 |
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| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.2 | $212k | 20k | 10.59 |
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| Gilead Sciences (GILD) | 0.2 | $209k | 1.9k | 111.01 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $208k | 365.00 | 568.92 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $208k | -5% | 530.00 | 391.64 |
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| Kinder Morgan (KMI) | 0.2 | $204k | -4% | 7.2k | 28.31 |
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| Eaton Vance Cali Muni Bnd Fnd (EVM) | 0.2 | $190k | 20k | 9.49 |
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| Agnc Invt Corp Com reit (AGNC) | 0.1 | $176k | +9% | 18k | 9.79 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $172k | 10k | 17.16 |
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| Nfj Dividend Interest (NFJ) | 0.1 | $160k | +6% | 12k | 13.01 |
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| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.1 | $157k | NEW | 12k | 13.05 |
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| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.1 | $129k | +6% | 25k | 5.16 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $124k | +4% | 19k | 6.70 |
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| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $75k | NEW | 35k | 2.11 |
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| Lithium Amers Corp Com Shs (LAC) | 0.1 | $64k | NEW | 11k | 5.71 |
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| Amaze Holdings (AMZE) | 0.0 | $33k | NEW | 14k | 2.37 |
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| Nautilus Biotechnology (NAUT) | 0.0 | $11k | -15% | 14k | 0.84 |
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| Mobix Labs *w Exp 99/99/999 (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 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
- Vanguard Capital Wealth Advisors 2021 Q4 filed Feb. 2, 2022