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, MU, GOOG, and represent 33.54% of Vanguard Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: QYLD, APA, VLO, DINO, DVN, LTPZ, TPL, D, EDV, AA.
- Started 16 new stock positions in EDV, JOBY, DINO, SERV, TPL, ETN, STX, DAR, DVN, EWW. IBRX, CEV, KMI, ADM, APA, AA.
- Reduced shares in these 10 stocks: VZ, AEF, ECH, NVDA, GDX, MU, RIO, CCJ, PSX, .
- Sold out of its positions in ADT, PPLT, AEM, AMRC, AMAT, ALAB, BKR, KOF, DASH, GGN.
- Vanguard Capital Wealth Advisors was a net seller of stock by $-12M.
- Vanguard Capital Wealth Advisors has $112M in assets under management (AUM), dropping by -10.83%.
- Central Index Key (CIK): 0001730578
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Portfolio Holdings for Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors holds 119 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 12.7 | $14M | 56k | 253.79 |
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| NVIDIA Corporation (NVDA) | 7.7 | $8.6M | -12% | 49k | 174.40 |
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| Amazon (AMZN) | 5.3 | $6.0M | -4% | 29k | 208.27 |
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| Micron Technology (MU) | 4.1 | $4.6M | -18% | 14k | 337.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.6 | $4.0M | -14% | 14k | 286.86 |
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| United Rentals (URI) | 3.4 | $3.8M | 5.3k | 728.56 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 3.4 | $3.7M | +929% | 218k | 17.15 |
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| Broadcom (AVGO) | 2.3 | $2.6M | -3% | 8.4k | 309.51 |
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| Boeing Company (BA) | 2.3 | $2.6M | -15% | 13k | 199.03 |
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| Caterpillar (CAT) | 2.3 | $2.5M | 3.5k | 708.53 |
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| Morgan Stanley Com New (MS) | 1.8 | $2.0M | -12% | 12k | 164.57 |
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| Tesla Motors (TSLA) | 1.8 | $2.0M | +10% | 5.4k | 371.75 |
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| Meta Platforms Cl A (META) | 1.8 | $2.0M | -10% | 3.5k | 572.15 |
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| Aberdeen Chile Fund (AEF) | 1.5 | $1.7M | -49% | 227k | 7.29 |
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| Ishares Silver Tr Ishares (SLV) | 1.5 | $1.6M | -26% | 24k | 68.14 |
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| Cameco Corporation (CCJ) | 1.4 | $1.5M | -36% | 14k | 108.61 |
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| Valero Energy Corporation (VLO) | 1.3 | $1.5M | +197% | 6.0k | 247.06 |
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| Advisorshares Tr Ranger Equity Be (HDGE) | 1.3 | $1.4M | -16% | 78k | 17.95 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.3 | $1.4M | +4% | 54k | 25.64 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.4M | 4.8k | 287.56 |
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| Bank of America Corporation (BAC) | 1.2 | $1.4M | -5% | 28k | 48.75 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.2 | $1.3M | 43k | 30.50 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $1.1M | +15% | 37k | 30.68 |
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| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 1.0 | $1.1M | +136% | 22k | 51.03 |
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| Microsoft Corporation (MSFT) | 1.0 | $1.1M | -12% | 2.9k | 370.18 |
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| Apa Corporation (APA) | 0.9 | $1.1M | NEW | 25k | 42.44 |
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| McDonald's Corporation (MCD) | 0.9 | $1.0M | 3.3k | 310.81 |
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| Hf Sinclair Corp (DINO) | 0.8 | $944k | NEW | 15k | 62.39 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $922k | 1.9k | 479.20 |
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| Dominion Resources (D) | 0.8 | $921k | +144% | 15k | 61.82 |
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| Amphenol Corp Cl A (APH) | 0.8 | $872k | 6.9k | 126.35 |
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| Netflix (NFLX) | 0.8 | $867k | -17% | 9.0k | 96.15 |
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| Abbvie (ABBV) | 0.7 | $803k | -4% | 3.7k | 217.48 |
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| Intel Corporation (INTC) | 0.7 | $792k | -7% | 18k | 44.13 |
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| ConocoPhillips (COP) | 0.7 | $766k | +12% | 5.8k | 132.00 |
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| Devon Energy Corporation (DVN) | 0.6 | $705k | NEW | 14k | 50.32 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.6 | $677k | -61% | 7.4k | 91.77 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $625k | -2% | 3.7k | 169.66 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $610k | 2.1k | 294.18 |
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| Verizon Communications (VZ) | 0.5 | $603k | -75% | 12k | 50.20 |
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| Chevron Corporation (CVX) | 0.5 | $573k | +16% | 2.8k | 206.90 |
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| Philip Morris International (PM) | 0.5 | $561k | -2% | 3.4k | 165.36 |
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| Palo Alto Networks (PANW) | 0.5 | $553k | +11% | 3.4k | 160.32 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.5 | $552k | -6% | 8.8k | 62.70 |
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| Texas Pacific Land Corp (TPL) | 0.5 | $548k | NEW | 1.2k | 474.56 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $544k | 22k | 25.10 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.5 | $544k | 20k | 27.20 |
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| Bristol Myers Squibb (BMY) | 0.5 | $541k | 8.9k | 60.65 |
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| Eli Lilly & Co. (LLY) | 0.5 | $534k | 581.00 | 919.77 |
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| Vanguard World Extended Dur (EDV) | 0.5 | $520k | NEW | 8.0k | 64.95 |
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| Procter & Gamble Company (PG) | 0.5 | $516k | -5% | 3.6k | 144.42 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $514k | +103% | 5.9k | 86.69 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $513k | -2% | 18k | 29.13 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $507k | 1.2k | 430.29 |
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| Mobix Labs Com Cl A (MOBX) | 0.4 | $486k | +5% | 1.5M | 0.33 |
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| Alcoa (AA) | 0.4 | $467k | NEW | 7.0k | 66.33 |
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| Uranium Energy (UEC) | 0.4 | $466k | -17% | 35k | 13.50 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $442k | 765.00 | 577.18 |
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| Marathon Petroleum Corp (MPC) | 0.4 | $413k | -2% | 1.7k | 244.18 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.4 | $407k | -11% | 40k | 10.17 |
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| Phillips 66 (PSX) | 0.4 | $396k | -68% | 2.2k | 182.15 |
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| Proshares Tr Ii Vix Mdtrm Futr N (VIXM) | 0.3 | $387k | +107% | 23k | 17.15 |
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| Cohen & Steers Quality Income Realty (RQI) | 0.3 | $386k | -8% | 32k | 12.05 |
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| Columbia Banking System (COLB) | 0.3 | $377k | 14k | 27.43 |
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| Citigroup Com New (C) | 0.3 | $370k | -48% | 3.3k | 113.41 |
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| Ishares Msci Mexico Etf (EWW) | 0.3 | $369k | NEW | 4.9k | 75.23 |
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| Deckers Outdoor Corporation (DECK) | 0.3 | $360k | 3.6k | 100.09 |
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| Honeywell International (HON) | 0.3 | $324k | +2% | 1.4k | 226.03 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $313k | -4% | 2.1k | 152.75 |
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| Ida (IDA) | 0.3 | $311k | 2.2k | 142.95 |
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| John Hancock Pref. Income Fund II (HPF) | 0.3 | $309k | +3% | 20k | 15.61 |
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| Johnson & Johnson (JNJ) | 0.3 | $300k | -2% | 1.2k | 244.44 |
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| Barclays Bank Ipath S&p 500 Sh (VXX) | 0.3 | $298k | -49% | 8.4k | 35.70 |
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| Advanced Micro Devices (AMD) | 0.3 | $295k | 1.5k | 203.43 |
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| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.3 | $292k | -3% | 32k | 9.21 |
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| United Sts Nat Gas Unit Par (UNG) | 0.3 | $287k | -16% | 25k | 11.73 |
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| At&t (T) | 0.3 | $286k | -4% | 9.9k | 28.99 |
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| Visa Com Cl A (V) | 0.3 | $281k | -2% | 929.00 | 302.28 |
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| Dell Technologies CL C (DELL) | 0.3 | $279k | 1.7k | 164.13 |
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| Oracle Corporation (ORCL) | 0.2 | $277k | -9% | 1.9k | 147.11 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $276k | 2.2k | 125.46 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.2 | $274k | 230.00 | 1191.56 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $268k | -4% | 2.3k | 114.99 |
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| Gilead Sciences (GILD) | 0.2 | $264k | 1.9k | 139.38 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $255k | NEW | 650.00 | 391.76 |
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| Costco Wholesale Corporation (COST) | 0.2 | $254k | -27% | 255.00 | 994.59 |
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| Global X Fds Global X Copper (COPX) | 0.2 | $254k | -25% | 3.3k | 76.35 |
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| Sprott Fds Tr Nickel Miners Et (NIKL) | 0.2 | $253k | -22% | 16k | 16.01 |
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| Qualcomm (QCOM) | 0.2 | $245k | -9% | 1.9k | 128.78 |
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| Kinder Morgan (KMI) | 0.2 | $238k | NEW | 7.1k | 33.53 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $237k | 530.00 | 446.54 |
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| Darling International (DAR) | 0.2 | $235k | NEW | 3.8k | 61.85 |
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| Abrdn World Healthcare Fund Ben Int Shs (THW) | 0.2 | $233k | 20k | 11.67 |
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| Goldman Sachs (GS) | 0.2 | $233k | 276.00 | 844.86 |
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| Advent Claymore Convertible Sec & Inc (AVK) | 0.2 | $227k | 20k | 11.16 |
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| Walt Disney Company (DIS) | 0.2 | $226k | 2.3k | 96.36 |
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| Freeport Mcmoran CL B (FCX) | 0.2 | $223k | -45% | 3.8k | 58.78 |
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| International Business Machines (IBM) | 0.2 | $221k | -5% | 910.00 | 242.39 |
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| Kinross Gold Corp (KGC) | 0.2 | $220k | -13% | 7.2k | 30.52 |
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| Eaton Corp SHS (ETN) | 0.2 | $220k | NEW | 614.00 | 357.67 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $214k | NEW | 3.0k | 72.69 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $213k | -50% | 2.2k | 95.43 |
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| BlackRock Enhanced Capital and Income (CII) | 0.2 | $210k | 10k | 21.02 |
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| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.2 | $209k | -33% | 20k | 10.44 |
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| Pimco Income Strategy Fund II (PFN) | 0.2 | $207k | 30k | 6.89 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $193k | 10k | 19.30 |
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| Joby Aviation Common Stock (JOBY) | 0.2 | $185k | NEW | 22k | 8.26 |
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| Eaton Vance Calif Mun Incom Sh Ben Int (CEV) | 0.2 | $171k | NEW | 17k | 10.06 |
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| Nfj Dividend Interest (NFJ) | 0.1 | $163k | +2% | 13k | 12.61 |
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| Compania Cervecerias Unidas Sponsored Adr (CCU) | 0.1 | $144k | -81% | 13k | 11.35 |
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| Agnc Invt Corp Com reit (AGNC) | 0.1 | $140k | -17% | 14k | 10.03 |
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| Veritone (VERI) | 0.1 | $137k | -2% | 70k | 1.97 |
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| Serve Robotics (SERV) | 0.1 | $121k | NEW | 14k | 8.44 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $101k | +5% | 13k | 7.94 |
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| Immunitybio (IBRX) | 0.1 | $77k | NEW | 10k | 7.67 |
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| Nautilus Biotechnology (NAUT) | 0.0 | $50k | 13k | 3.88 |
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| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $42k | -64% | 18k | 2.39 |
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| Amaze Holdings (AMZE) | 0.0 | $5.4k | -25% | 29k | 0.19 |
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| Mobix Labs *w Exp 12/21/202 (MOBXW) | 0.0 | $2.5k | 20k | 0.12 |
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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 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
- Vanguard Capital Wealth Advisors 2022 Q3 filed Oct. 21, 2022
- Vanguard Capital Wealth Advisors 2022 Q2 filed Aug. 4, 2022