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, MU, AMZN, URI, and represent 37.54% of Vanguard Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BLZE, MRVL, LTPZ, EFV, RSP, IONQ, PPLT, APH, VXX, TLN.
- Started 20 new stock positions in XOM, TLN, EFV, GLTR, COP, BUG, RSP, PFE, GLDM, CRWD. AMAT, SLB, IONQ, XOP, AMRC, CNC, AMGN, BLZE, PPLT, FSM.
- Reduced shares in these 10 stocks: MU, XLP, XLV, , RSPG, , , , , HDGE.
- Sold out of its positions in HDGE, CSCO, Cohen & Steers Rts, Exxon Mobil Corporation, FCX, Amaze Holdings, RSPN, IAU, TLT, IEF. IBB, IAT, NMR, PCAR, RKLB, KRE, SCHA, XLI, XLU, MMM, UNG, EDV, VHT, NCLH.
- Vanguard Capital Wealth Advisors was a net seller of stock by $-1.9M.
- Vanguard Capital Wealth Advisors has $145M in assets under management (AUM), dropping by -2.04%.
- 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 September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 12.6 | $18M | 55k | 333.02 |
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| NVIDIA Corporation (NVDA) | 8.1 | $12M | 52k | 228.38 |
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| Micron Technology (MU) | 7.8 | $11M | -13% | 11k | 1065.11 |
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| Amazon (AMZN) | 5.6 | $8.1M | 32k | 249.15 |
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| United Rentals (URI) | 3.5 | $5.1M | -3% | 5.1k | 1000.78 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $4.7M | 14k | 340.74 |
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| Marvell Technology (MRVL) | 2.7 | $3.9M | +52% | 15k | 264.22 |
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| Boeing Company (BA) | 2.3 | $3.3M | +4% | 18k | 186.05 |
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| Morgan Stanley Com New (MS) | 2.0 | $2.9M | -2% | 15k | 188.08 |
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| Broadcom (AVGO) | 2.0 | $2.8M | -3% | 8.0k | 351.20 |
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| Meta Platforms Cl A (META) | 1.7 | $2.5M | 3.5k | 725.21 |
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| Caterpillar (CAT) | 1.6 | $2.3M | -16% | 2.9k | 810.82 |
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| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 1.6 | $2.3M | +77% | 52k | 45.10 |
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| Intel Corporation (INTC) | 1.6 | $2.3M | -3% | 19k | 120.23 |
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| Palo Alto Networks (PANW) | 1.4 | $2.0M | -16% | 5.1k | 397.31 |
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| Tesla Motors (TSLA) | 1.3 | $1.8M | -3% | 5.1k | 354.81 |
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| Cameco Corporation (CCJ) | 1.2 | $1.7M | -9% | 20k | 86.67 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.2 | $1.7M | 56k | 30.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.7M | 4.8k | 344.08 |
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| Ishares Silver Tr Ishares (SLV) | 1.1 | $1.6M | +29% | 30k | 54.51 |
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| Microsoft Corporation (MSFT) | 1.1 | $1.6M | 3.2k | 512.90 |
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| Bank of America Corporation (BAC) | 1.0 | $1.5M | -2% | 28k | 54.43 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.0 | $1.4M | 43k | 33.31 |
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| Backblaze Com Cl A (BLZE) | 1.0 | $1.4M | NEW | 101k | 13.99 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $1.3M | 39k | 32.53 |
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| Amphenol Corp Cl A (APH) | 0.8 | $1.2M | +100% | 14k | 84.30 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.8 | $1.1M | -31% | 18k | 61.50 |
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| Abbvie (ABBV) | 0.8 | $1.1M | +7% | 4.2k | 261.59 |
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| Eli Lilly & Co. (LLY) | 0.7 | $972k | +14% | 840.00 | 1157.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $958k | 1.9k | 497.95 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $920k | NEW | 12k | 79.14 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.6 | $919k | +3% | 30k | 30.61 |
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| Advanced Micro Devices (AMD) | 0.6 | $901k | -3% | 1.5k | 611.76 |
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| Aberdeen Chile Fund (AEF) | 0.6 | $870k | -23% | 92k | 9.45 |
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| Barclays Bank Ipath S&p 500 Sh (VXX) | 0.6 | $863k | +210% | 49k | 17.61 |
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| Valero Energy Corporation (VLO) | 0.6 | $842k | +13% | 2.2k | 387.62 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $830k | NEW | 4.0k | 208.02 |
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| Dell Technologies CL C (DELL) | 0.6 | $810k | -11% | 1.5k | 537.95 |
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| Marathon Petroleum Corp (MPC) | 0.5 | $777k | +19% | 2.0k | 395.42 |
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| Ionq Inc Pipe (IONQ) | 0.5 | $763k | NEW | 17k | 43.86 |
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| McDonald's Corporation (MCD) | 0.5 | $763k | 3.3k | 230.91 |
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| Netflix (NFLX) | 0.5 | $762k | -22% | 11k | 69.58 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.5 | $762k | NEW | 49k | 15.41 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $760k | +44% | 2.3k | 328.51 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $694k | -20% | 7.9k | 87.80 |
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| International Business Machines (IBM) | 0.5 | $665k | +215% | 3.0k | 219.93 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $635k | 22k | 29.31 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $634k | 18k | 35.93 |
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| Chevron Corporation (CVX) | 0.4 | $632k | +9% | 3.1k | 204.22 |
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| Dominion Resources (D) | 0.4 | $611k | -6% | 10k | 60.52 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $605k | 656.00 | 922.34 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $585k | +42% | 1.5k | 380.84 |
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| Talen Energy Corp (TLN) | 0.4 | $579k | NEW | 1.9k | 312.69 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.4 | $575k | 8.8k | 65.45 |
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| Philip Morris International (PM) | 0.4 | $569k | -12% | 3.0k | 190.85 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $568k | 768.00 | 739.77 |
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| Bristol Myers Squibb (BMY) | 0.4 | $568k | 9.1k | 62.40 |
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| Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 0.4 | $566k | -11% | 4.6k | 122.67 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.4 | $535k | +153% | 3.5k | 150.86 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.4 | $534k | NEW | 3.3k | 162.75 |
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| Procter & Gamble Company (PG) | 0.3 | $499k | 3.4k | 145.31 |
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| Applied Materials (AMAT) | 0.3 | $493k | NEW | 963.00 | 511.38 |
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| Phillips 66 (PSX) | 0.3 | $492k | -10% | 1.9k | 255.31 |
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| Columbia Banking System (COLB) | 0.3 | $473k | 17k | 28.60 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $471k | 1.4k | 330.83 |
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| Western Digital (WDC) | 0.3 | $455k | +98% | 1.0k | 454.46 |
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| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.3 | $453k | -62% | 4.2k | 107.45 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $448k | NEW | 5.4k | 82.18 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.3 | $428k | -70% | 2.5k | 168.41 |
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| Citigroup Com New (C) | 0.3 | $422k | 3.3k | 129.48 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $416k | NEW | 1.6k | 264.75 |
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| Verizon Communications (VZ) | 0.3 | $393k | 8.6k | 45.87 |
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| Ameresco Cl A (AMRC) | 0.3 | $389k | NEW | 19k | 20.71 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.3 | $389k | 40k | 9.73 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.3 | $377k | 20k | 18.55 |
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| Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR) | 0.3 | $370k | -10% | 17k | 21.36 |
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| Cohen & Steers Quality Income Realty (RQI) | 0.3 | $366k | +5% | 34k | 10.90 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.2 | $358k | NEW | 1.9k | 186.30 |
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| Qualcomm (QCOM) | 0.2 | $355k | -18% | 1.9k | 184.04 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $348k | +25% | 665.00 | 522.81 |
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| Global X Fds Cybrscurty Etf (BUG) | 0.2 | $339k | NEW | 7.3k | 46.18 |
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| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.2 | $325k | 32k | 10.16 |
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| Johnson & Johnson (JNJ) | 0.2 | $320k | 1.2k | 264.74 |
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| Uranium Energy (UEC) | 0.2 | $314k | -2% | 33k | 9.45 |
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| ConocoPhillips (COP) | 0.2 | $313k | NEW | 2.5k | 125.15 |
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| Sandisk Corp (SNDK) | 0.2 | $292k | 168.00 | 1739.89 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $292k | 2.1k | 142.57 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.2 | $291k | -81% | 3.6k | 80.58 |
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| Texas Pacific Land Corp (TPL) | 0.2 | $290k | -27% | 890.00 | 325.83 |
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| Ida (IDA) | 0.2 | $288k | 2.2k | 130.72 |
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| Gilead Sciences (GILD) | 0.2 | $283k | 1.9k | 149.05 |
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| Deckers Outdoor Corporation (DECK) | 0.2 | $281k | 3.6k | 78.14 |
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| Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) | 0.2 | $281k | 230.00 | 1220.96 |
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| Pfizer (PFE) | 0.2 | $280k | NEW | 9.8k | 28.52 |
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| Spdr Series Trust Sp O&g Expl Pro (XOP) | 0.2 | $277k | NEW | 1.5k | 179.31 |
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| John Hancock Pref. Income Fund II (HPF) | 0.2 | $269k | 20k | 13.47 |
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| Eaton Corp SHS (ETN) | 0.2 | $264k | +2% | 614.00 | 429.71 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $262k | 2.3k | 112.09 |
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| Abrdn World Healthcare Fund Ben Int Shs (THW) | 0.2 | $261k | 20k | 13.04 |
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| Oracle Corporation (ORCL) | 0.2 | $259k | 1.9k | 137.30 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $251k | 1.1k | 228.28 |
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| Goldman Sachs (GS) | 0.2 | $248k | 276.00 | 899.98 |
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| BlackRock Enhanced Capital and Income (CII) | 0.2 | $240k | 10k | 24.00 |
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| Walt Disney Company (DIS) | 0.2 | $238k | -3% | 2.3k | 104.89 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $237k | 2.2k | 107.54 |
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| Costco Wholesale Corporation (COST) | 0.2 | $232k | 255.00 | 909.39 |
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| SLB Com Stk (SLB) | 0.2 | $232k | NEW | 4.8k | 48.72 |
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| Advent Claymore Convertible Sec & Inc (AVK) | 0.2 | $229k | 20k | 11.46 |
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| Doordash Cl A (DASH) | 0.2 | $223k | 1.2k | 183.55 |
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| Centene Corporation (CNC) | 0.2 | $218k | NEW | 3.5k | 62.12 |
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| Astera Labs (ALAB) | 0.1 | $214k | 600.00 | 355.97 |
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| Kinder Morgan (KMI) | 0.1 | $212k | 7.0k | 30.15 |
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| Amgen (AMGN) | 0.1 | $211k | NEW | 500.00 | 421.51 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $205k | -32% | 2.1k | 97.74 |
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| Nfj Dividend Interest (NFJ) | 0.1 | $202k | 13k | 15.05 |
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| Pimco Income Strategy Fund II (PFN) | 0.1 | $187k | 30k | 6.24 |
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| Grab Holdings Class A Ord (GRAB) | 0.1 | $184k | +56% | 59k | 3.11 |
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| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.1 | $180k | 20k | 8.98 |
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| Mobix Labs Com Cl A New (MOBX) | 0.1 | $173k | 204k | 0.85 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $171k | -38% | 16k | 11.05 |
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| Joby Aviation Common Stock (JOBY) | 0.1 | $169k | -17% | 28k | 6.05 |
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| Agnc Invt Corp Com reit (AGNC) | 0.1 | $118k | -7% | 13k | 9.07 |
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| Fortuna Mng Corp Com New (FSM) | 0.1 | $114k | NEW | 10k | 11.24 |
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| Eaton Vance Calif Mun Incom Sh Ben Int (CEV) | 0.1 | $101k | -37% | 10k | 10.14 |
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| Veritone (VERI) | 0.1 | $78k | -5% | 66k | 1.19 |
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| Serve Robotics (SERV) | 0.0 | $54k | -14% | 12k | 4.65 |
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| Nautilus Biotechnology (NAUT) | 0.0 | $17k | -7% | 12k | 1.42 |
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| Mobix Labs *w Exp 12/21/202 (MOBXW) | 0.0 | $1.6k | 20k | 0.08 |
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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 2026 Q3 filed Oct. 16, 2026
- Vanguard Capital Wealth Advisors 2026 Q2 filed July 23, 2026
- Vanguard Capital Wealth Advisors 2026 Q1 filed April 21, 2026
- 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