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, MU, NVDA, AMZN, URI, and represent 36.46% of Vanguard Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: MRVL, XLP, XLE, XLV, RSPG, KRE, PANW, AMZN, BA, CCJ.
- Started 33 new stock positions in RSPG, RSPN, NMR, XLE, SNDK, MRVL, RKLB, KRE, ALAB, VHT.
- Reduced shares in these 10 stocks: QYLD, MU, VLO, APA, AEF, DINO, , HDGE, , AAPL.
- Sold out of its positions in T, AA, APA, ADM, CIG, CCU, COP, DAR, DVN, ET. COPX, DINO, Honeywell International, IBRX, EWW, KGC, Mobix Labs, VIXM, NIKL, V.
- Vanguard Capital Wealth Advisors was a net buyer of stock by $9.1M.
- Vanguard Capital Wealth Advisors has $148M in assets under management (AUM), dropping by 32.40%.
- Central Index Key (CIK): 0001730578
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Portfolio Holdings for Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors holds 132 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.6 | $16M | -3% | 54k | 289.36 |
|
| Micron Technology (MU) | 9.5 | $14M | -10% | 12k | 1154.29 |
|
| NVIDIA Corporation (NVDA) | 7.1 | $10M | +5% | 52k | 200.09 |
|
| Amazon (AMZN) | 5.2 | $7.7M | +13% | 33k | 238.34 |
|
| United Rentals (URI) | 4.0 | $6.0M | 5.3k | 1132.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $5.0M | 14k | 353.33 |
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| Caterpillar (CAT) | 2.5 | $3.7M | -3% | 3.4k | 1064.84 |
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| Boeing Company (BA) | 2.5 | $3.7M | +29% | 17k | 216.47 |
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| Morgan Stanley Com New (MS) | 2.2 | $3.3M | +29% | 16k | 209.04 |
|
| Broadcom (AVGO) | 2.1 | $3.1M | 8.3k | 377.76 |
|
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| Marvell Technology (MRVL) | 1.9 | $2.9M | NEW | 9.6k | 297.90 |
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| Intel Corporation (INTC) | 1.8 | $2.7M | +8% | 20k | 139.63 |
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| Tesla Motors (TSLA) | 1.5 | $2.2M | 5.3k | 420.60 |
|
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| Cameco Corporation (CCJ) | 1.5 | $2.2M | +53% | 22k | 101.86 |
|
| Palo Alto Networks (PANW) | 1.4 | $2.1M | +78% | 6.2k | 341.02 |
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| Meta Platforms Cl A (META) | 1.3 | $1.9M | 3.4k | 563.31 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.7M | 4.8k | 357.37 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.1 | $1.6M | +2% | 56k | 29.43 |
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| Bank of America Corporation (BAC) | 1.1 | $1.6M | 28k | 56.98 |
|
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 1.1 | $1.6M | NEW | 19k | 83.07 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.0 | $1.5M | 43k | 34.81 |
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| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 1.0 | $1.5M | +33% | 29k | 50.65 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.0 | $1.4M | NEW | 26k | 53.11 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.9 | $1.4M | NEW | 8.6k | 158.66 |
|
| Ishares Silver Tr Ishares (SLV) | 0.8 | $1.2M | -2% | 23k | 53.47 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $1.2M | +5% | 39k | 31.71 |
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| Amphenol Corp Cl A (APH) | 0.8 | $1.2M | 6.9k | 176.32 |
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| Microsoft Corporation (MSFT) | 0.8 | $1.2M | +7% | 3.1k | 373.02 |
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| Aberdeen Chile Fund (AEF) | 0.8 | $1.2M | -46% | 121k | 9.60 |
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| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.7 | $1.1M | NEW | 11k | 97.95 |
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| Netflix (NFLX) | 0.7 | $1.0M | +56% | 14k | 71.40 |
|
| Abbvie (ABBV) | 0.7 | $971k | +4% | 3.9k | 251.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $962k | 1.9k | 500.39 |
|
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| Spdr Series Trust St Str Sp Regbnk (KRE) | 0.6 | $934k | NEW | 13k | 74.85 |
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| McDonald's Corporation (MCD) | 0.6 | $889k | 3.3k | 270.35 |
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| Advanced Micro Devices (AMD) | 0.6 | $883k | +4% | 1.5k | 580.91 |
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| Eli Lilly & Co. (LLY) | 0.6 | $882k | +26% | 735.00 | 1199.43 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.6 | $881k | +44% | 29k | 30.46 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $747k | +34% | 9.9k | 75.45 |
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| Dominion Resources (D) | 0.5 | $738k | -27% | 11k | 68.29 |
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| Freeport Mcmoran CL B (FCX) | 0.5 | $736k | +208% | 12k | 62.89 |
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| Dell Technologies CL C (DELL) | 0.5 | $734k | 1.7k | 431.46 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.5 | $716k | 8.8k | 81.51 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $693k | NEW | 1.6k | 433.33 |
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| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.5 | $692k | NEW | 33k | 21.11 |
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| Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 0.4 | $659k | NEW | 5.2k | 126.77 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $629k | 652.00 | 965.00 |
|
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $626k | 22k | 28.96 |
|
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| Philip Morris International (PM) | 0.4 | $615k | 3.4k | 180.94 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $596k | 18k | 33.84 |
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| Cisco Systems (CSCO) | 0.4 | $589k | NEW | 5.0k | 117.46 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $563k | 765.00 | 736.40 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.4 | $558k | NEW | 12k | 45.34 |
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| Advisorshares Tr Ranger Equity Be (HDGE) | 0.4 | $550k | -57% | 33k | 16.49 |
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| Texas Pacific Land Corp (TPL) | 0.4 | $538k | +6% | 1.2k | 437.64 |
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| Columbia Banking System (COLB) | 0.4 | $530k | +20% | 17k | 32.05 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $527k | +2% | 6.1k | 86.42 |
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| Bristol Myers Squibb (BMY) | 0.4 | $526k | +2% | 9.1k | 57.62 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.4 | $524k | NEW | 8.4k | 62.21 |
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| Procter & Gamble Company (PG) | 0.3 | $503k | -4% | 3.4k | 146.65 |
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| Valero Energy Corporation (VLO) | 0.3 | $498k | -68% | 1.9k | 260.44 |
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| Chevron Corporation (CVX) | 0.3 | $467k | 2.8k | 165.76 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $466k | -31% | 1.4k | 327.33 |
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| Citigroup Com New (C) | 0.3 | $456k | 3.3k | 139.96 |
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| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.3 | $455k | NEW | 7.1k | 63.99 |
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| 3M Company (MMM) | 0.3 | $455k | NEW | 2.8k | 161.90 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $449k | -10% | 3.3k | 136.72 |
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| Qualcomm (QCOM) | 0.3 | $434k | +23% | 2.4k | 184.79 |
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| Mobix Labs Com Cl A New (MOBX) | 0.3 | $428k | NEW | 204k | 2.10 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.3 | $426k | NEW | 2.3k | 185.25 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $419k | -3% | 1.6k | 255.67 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.3 | $412k | 40k | 10.30 |
|
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| Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR) | 0.3 | $406k | NEW | 19k | 21.05 |
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| Ishares Tr Ishares Biotech (IBB) | 0.3 | $404k | NEW | 2.1k | 190.19 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $397k | -8% | 1.1k | 368.38 |
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| Cohen & Steers Quality Income Realty (RQI) | 0.3 | $394k | 32k | 12.31 |
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| Sandisk Corp (SNDK) | 0.3 | $377k | NEW | 166.00 | 2273.73 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.3 | $374k | -90% | 20k | 18.43 |
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| Phillips 66 (PSX) | 0.2 | $365k | 2.2k | 169.08 |
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| Verizon Communications (VZ) | 0.2 | $363k | -28% | 8.6k | 42.34 |
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| Uranium Energy (UEC) | 0.2 | $362k | 34k | 10.66 |
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| Deckers Outdoor Corporation (DECK) | 0.2 | $357k | 3.6k | 99.29 |
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| Barclays Bank Ipath S&p 500 Sh (VXX) | 0.2 | $348k | +88% | 16k | 22.09 |
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| Rocket Lab Corp (RKLB) | 0.2 | $337k | NEW | 3.3k | 101.65 |
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| Ida (IDA) | 0.2 | $331k | 2.2k | 151.28 |
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| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.2 | $328k | 32k | 10.31 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $321k | 2.1k | 156.72 |
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| Western Digital (WDC) | 0.2 | $321k | NEW | 503.00 | 638.72 |
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| John Hancock Pref. Income Fund II (HPF) | 0.2 | $317k | 20k | 15.87 |
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| Joby Aviation Common Stock (JOBY) | 0.2 | $303k | +51% | 34k | 8.92 |
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| Johnson & Johnson (JNJ) | 0.2 | $303k | -3% | 1.2k | 253.97 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $299k | NEW | 1.0k | 299.01 |
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| Astera Labs (ALAB) | 0.2 | $290k | NEW | 600.00 | 483.02 |
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| Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) | 0.2 | $289k | 230.00 | 1254.50 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $286k | NEW | 3.1k | 92.27 |
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| Goldman Sachs (GS) | 0.2 | $279k | 276.00 | 1010.42 |
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| Oracle Corporation (ORCL) | 0.2 | $276k | 1.9k | 146.55 |
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| United Sts Nat Gas Unit Par (UNG) | 0.2 | $275k | -4% | 24k | 11.72 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $275k | 2.3k | 117.67 |
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| International Business Machines (IBM) | 0.2 | $270k | +5% | 960.00 | 281.21 |
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| Abrdn World Healthcare Fund Ben Int Shs (THW) | 0.2 | $268k | 20k | 13.40 |
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| Advent Claymore Convertible Sec & Inc (AVK) | 0.2 | $267k | 20k | 13.10 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $263k | 530.00 | 496.73 |
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| BlackRock Enhanced Capital and Income (CII) | 0.2 | $262k | 10k | 26.15 |
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| Eaton Corp SHS (ETN) | 0.2 | $256k | -2% | 600.00 | 426.12 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $250k | NEW | 1.1k | 227.06 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.2 | $242k | +98% | 25k | 9.58 |
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| Gilead Sciences (GILD) | 0.2 | $240k | 1.9k | 126.36 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $239k | NEW | 1.4k | 170.86 |
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| Costco Wholesale Corporation (COST) | 0.2 | $238k | 255.00 | 934.10 |
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| Vanguard World Extended Dur (EDV) | 0.2 | $235k | -54% | 3.6k | 65.08 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $228k | NEW | 3.0k | 75.51 |
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| Walt Disney Company (DIS) | 0.2 | $225k | 2.3k | 96.23 |
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| Kinder Morgan (KMI) | 0.2 | $224k | 7.0k | 31.97 |
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| Doordash Cl A (DASH) | 0.2 | $221k | NEW | 1.2k | 184.53 |
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| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.1 | $216k | 20k | 10.79 |
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| Pimco Income Strategy Fund II (PFN) | 0.1 | $214k | 30k | 7.13 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $213k | 2.3k | 94.58 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $211k | 2.2k | 95.98 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $205k | NEW | 5.7k | 36.13 |
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| Paccar (PCAR) | 0.1 | $203k | NEW | 1.7k | 120.12 |
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| Nfj Dividend Interest (NFJ) | 0.1 | $200k | 13k | 15.19 |
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| Eaton Vance Calif Mun Incom Sh Ben Int (CEV) | 0.1 | $168k | -5% | 16k | 10.52 |
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| Agnc Invt Corp Com reit (AGNC) | 0.1 | $153k | 14k | 10.90 |
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| Grab Holdings Class A Ord (GRAB) | 0.1 | $143k | NEW | 38k | 3.77 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $113k | NEW | 13k | 8.78 |
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| Veritone (VERI) | 0.1 | $96k | 70k | 1.37 |
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| Serve Robotics (SERV) | 0.1 | $89k | -5% | 14k | 6.58 |
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| Amaze Holdings (AMZE) | 0.0 | $26k | +609% | 204k | 0.13 |
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| Nautilus Biotechnology (NAUT) | 0.0 | $24k | 13k | 1.87 |
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| Mobix Labs *w Exp 12/21/202 (MOBXW) | 0.0 | $1.8k | 20k | 0.09 |
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| Cohen & Steers Quality Incom Right 07/15/2026 | 0.0 | $476.800000 | NEW | 32k | 0.01 |
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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 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
- Vanguard Capital Wealth Advisors 2022 Q3 filed Oct. 21, 2022