Free Trial

Vanguard Capital Wealth Advisors Top Holdings and 13F Report (2026)

About Vanguard Capital Wealth Advisors

Investment Activity

  • Vanguard Capital Wealth Advisors has $108.08 million in total holdings as of March 31, 2026.
  • Vanguard Capital Wealth Advisors owns shares of 119 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
  • Approximately 9.23% of the portfolio was purchased this quarter.
  • About 22.97% of the portfolio was sold this quarter.
  • This quarter, Vanguard Capital Wealth Advisors has purchased 128 new stocks and bought additional shares in 30 stocks.
  • Vanguard Capital Wealth Advisors sold shares of 57 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

Apple
$14,175,411
NVIDIA
$8,616,301
Amazon.com
$5,962,978
Alphabet
$4,029,242

Largest New Holdings this Quarter

03743Q108 - APA
$1,058,878 Holding
403949100 - HF Sinclair
$944,099 Holding
25179M103 - Devon Energy
$705,082 Holding
88262P102 - Texas Pacific Land
$548,117 Holding
921910709 - Vanguard Extended Duration Treasury ETF
$519,873 Holding

Largest Purchases this Quarter

APA
24,950 shares (about $1.06M)
Valero Energy
4,004 shares (about $989.24K)
HF Sinclair
15,132 shares (about $944.10K)
Devon Energy
14,012 shares (about $705.08K)

Largest Sales this Quarter

Verizon Communications
36,532 shares (about $1.83M)
Abrdn Emerging Markets Equity Income Fund
225,015 shares (about $1.64M)
NVIDIA
7,067 shares (about $1.23M)
VanEck Gold Miners ETF
11,830 shares (about $1.09M)
Micron Technology
3,130 shares (about $1.06M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVanguard Capital Wealth Advisors

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$14,175,411$33,246 -0.2%55,85513.1%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,616,301$1,232,495 -12.5%49,4058.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,962,978$268,043 -4.3%28,6315.5%Retail/Wholesale
Micron Technology, Inc. stock logo
MU
Micron Technology
$4,609,827$1,057,439 -18.7%13,6454.3%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$4,029,242$674,122 -14.3%14,0463.7%Computer and Technology
United Rentals, Inc. stock logo
URI
United Rentals
$3,836,597$36,428 -0.9%5,2663.5%Construction
Broadcom Inc. stock logo
AVGO
Broadcom
$2,612,610$82,331 -3.1%8,4412.4%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$2,592,166$460,356 -15.1%13,0242.4%Aerospace
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,508,896$28,341 -1.1%3,5412.3%Industrials
Morgan Stanley stock logo
MS
Morgan Stanley
$2,017,793$280,592 -12.2%12,2611.9%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$1,997,042$189,221 10.5%5,3721.8%Auto/Tires/Trucks
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,975,058$223,710 -10.2%3,4521.8%Computer and Technology
Abrdn Emerging Markets Equity Income Fund Inc stock logo
AEF
Abrdn Emerging Markets Equity Income Fund
$1,652,598$1,640,358 -49.8%226,6941.5%Finance
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$1,620,642$579,735 -26.3%23,7841.5%ETF
Cameco Corporation stock logo
CCJ
Cameco
$1,547,475$885,171 -36.4%14,2481.4%Basic Materials
Valero Energy Corporation stock logo
VLO
Valero Energy
$1,490,778$989,240 197.2%6,0341.4%Energy
HDGE
Ranger Equity Bear ETF
$1,402,672$269,520 -16.1%78,1431.3%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,395,325$58,537 4.4%54,4191.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,385,751$10,352 0.8%4,8191.3%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$1,363,777$82,533 -5.7%27,9751.3%Finance
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$1,312,963$5,551 0.4%43,0481.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,122,325$146,434 15.0%36,5821.0%ETF
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund stock logo
LTPZ
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
$1,107,333$639,425 136.7%21,6991.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,081,309$157,699 -12.7%2,9211.0%Computer and Technology
APA Corporation stock logo
APA
APA
$1,058,878$1,058,878 New Holding24,9501.0%Energy
McDonald's Corporation stock logo
MCD
McDonald's
$1,017,913$3,108 0.3%3,2750.9%Retail/Wholesale
HF Sinclair Corporation stock logo
DINO
HF Sinclair
$944,099$944,099 New Holding15,1320.9%Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$921,5010.0%1,9230.9%Finance
Dominion Energy Inc. stock logo
D
Dominion Energy
$921,118$544,016 144.3%14,9000.9%Utilities
Amphenol Corporation stock logo
APH
Amphenol
$871,8150.0%6,9000.8%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$867,273$181,724 -17.3%9,0200.8%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$802,708$33,926 -4.1%3,6910.7%Medical
Intel Corporation stock logo
INTC
Intel
$792,309$63,988 -7.5%17,9540.7%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$765,600$85,800 12.6%5,8000.7%Energy
Devon Energy Corporation stock logo
DVN
Devon Energy
$705,082$705,082 New Holding14,0120.7%Energy
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$677,263$1,085,640 -61.6%7,3800.6%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$624,688$16,966 -2.6%3,6820.6%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$610,133$2,353 0.4%2,0740.6%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$603,175$1,833,973 -75.3%12,0150.6%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$572,699$82,760 16.9%2,7680.5%Energy
Philip Morris International Inc. stock logo
PM
Philip Morris International
$561,240$15,379 -2.7%3,3940.5%Consumer Staples
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$552,463$57,876 11.7%3,4460.5%Computer and Technology
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$551,760$40,379 -6.8%8,8000.5%Medical
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$548,117$548,117 New Holding1,1550.5%Energy
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$544,296$3,991 0.7%21,6850.5%ETF
FNDB
Schwab Fundamental U.S. Broad Market ETF
$543,749$1,850 0.3%19,9910.5%ETF
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$541,397$61 0.0%8,9270.5%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$534,387$5,519 1.0%5810.5%Medical
Vanguard Extended Duration Treasury ETF stock logo
EDV
Vanguard Extended Duration Treasury ETF
$519,873$519,873 New Holding8,0040.5%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$516,167$28,307 -5.2%3,5740.5%Consumer Staples
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$514,068$261,802 103.8%5,9300.5%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$512,951$13,953 -2.6%17,6090.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$506,4510.0%1,1770.5%Finance
MOBIX LABS INC
$485,586$23,387 5.1%1,453,4160.4%COM CL A
Alcoa stock logo
AA
Alcoa
$466,989$466,989 New Holding7,0400.4%Industrials
Uranium Energy Corp. stock logo
UEC
Uranium Energy
$465,750$101,250 -17.9%34,5000.4%Basic Materials
Invesco QQQ stock logo
QQQ
Invesco QQQ
$441,5430.0%7650.4%Finance
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$412,907$12,209 -2.9%1,6910.4%Energy
AllianceBernstein Global High Income Fund, Inc. stock logo
AWF
AllianceBernstein Global High Income Fund
$406,800$50,850 -11.1%40,0000.4%Finance
Phillips 66 stock logo
PSX
Phillips 66
$395,995$860,479 -68.5%2,1740.4%Energy
ProShares VIX Mid-Term Futures ETF stock logo
VIXM
ProShares VIX Mid-Term Futures ETF
$387,076$200,141 107.1%22,5700.4%ETF
Cohen & Steers Quality Income Realty Fund, Inc. stock logo
RQI
Cohen & Steers Quality Income Realty Fund
$385,600$36,150 -8.6%32,0000.4%Financial Services
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
$376,4770.0%13,7250.3%Finance
Citigroup Inc. stock logo
C
Citigroup
$369,717$353,953 -48.9%3,2600.3%Financial Services
iShares MSCI Mexico ETF stock logo
EWW
iShares MSCI Mexico ETF
$368,627$368,627 New Holding4,9000.3%ETF
Deckers Outdoor Corporation stock logo
DECK
Deckers Outdoor
$360,3240.0%3,6000.3%Retail/Wholesale
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$346,944$313,250 929.7%218,2300.3%Manufacturing
Honeywell International Inc. stock logo
HON
Honeywell International
$324,354$7,007 2.2%1,4350.3%Multi-Sector Conglomerates
Novartis AG stock logo
NVS
Novartis
$313,138$15,275 -4.7%2,0500.3%Medical
IDACORP, Inc. stock logo
IDA
IDACORP
$310,641$1,858 0.6%2,1730.3%Utilities
John Hancock Preferred Income Fund II stock logo
HPF
John Hancock Preferred Income Fund II
$309,078$9,366 3.1%19,8000.3%Financial Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$300,173$6,355 -2.1%1,2280.3%Medical
BARCLAYS BANK PLC
$298,095$292,597 -49.5%8,3500.3%IPATH S&P 500 SH
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$294,9740.0%1,4500.3%Computer and Technology
Aberdeen Total Dynamic Dividend Fund stock logo
AOD
Aberdeen Total Dynamic Dividend Fund
$291,899$12,037 -4.0%31,6940.3%Miscellaneous
UNITED STS NAT GAS FD LP
$287,385$58,650 -16.9%24,5000.3%UNIT PAR
AT&T Inc. stock logo
T
AT&T
$286,098$12,958 -4.3%9,8690.3%Computer and Technology
Visa Inc. stock logo
V
Visa
$280,820$6,650 -2.3%9290.3%Business Services
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$279,021$3,283 -1.2%1,7000.3%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$277,008$29,422 -9.6%1,8830.3%Computer and Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$276,0120.0%2,2000.3%Retail/Wholesale
BANK AMERICA CORP
$274,0590.0%2300.3%7.25%CNV PFD L
Blackstone Inc. stock logo
BX
Blackstone
$268,272$11,499 -4.1%2,3330.2%Finance
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$263,715$418 0.2%1,8920.2%Medical
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$254,644$254,644 New Holding6500.2%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$253,620$98,464 -28.0%2550.2%Retail/Wholesale
Global X Copper Miners ETF stock logo
COPX
Global X Copper Miners ETF
$253,482$84,749 -25.1%3,3200.2%ETF
Sprott Nickel Miners ETF stock logo
NIKL
Sprott Nickel Miners ETF
$253,284$74,304 -22.7%15,8200.2%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$244,682$25,756 -9.5%1,9000.2%Computer and Technology
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$238,417$238,417 New Holding7,1100.2%Energy
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$236,6660.0%5300.2%Medical
Darling Ingredients Inc. stock logo
DAR
Darling Ingredients
$234,721$234,721 New Holding3,7950.2%Consumer Staples
Abrdn World Healthcare Fund stock logo
THW
Abrdn World Healthcare Fund
$233,4000.0%20,0000.2%Financial Services
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$233,180$845 0.4%2760.2%Finance
Advent Convertible and Income Fund stock logo
AVK
Advent Convertible and Income Fund
$227,054$335 0.1%20,3450.2%Financial Services
The Walt Disney Company stock logo
DIS
Walt Disney
$225,681$289 0.1%2,3420.2%Consumer Discretionary
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$223,011$185,509 -45.4%3,7940.2%Basic Materials
International Business Machines Corporation stock logo
IBM
International Business Machines
$220,575$12,120 -5.2%9100.2%Computer and Technology
Kinross Gold Corporation stock logo
KGC
Kinross Gold
$219,744$35,495 -13.9%7,2000.2%Basic Materials
Eaton Corporation, PLC stock logo
ETN
Eaton
$219,609$219,609 New Holding6140.2%Industrials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data