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CIK: 0001730578
Total reported value
$144.6M
$144.6M
115 檔
24.3%
According to the latest 13F quarterly dataset, Vanguard Capital Wealth Advisors managed an equity portfolio of $144.6M at the end of Q2 2025, spanning 115 distinct U.S. exchange-listed positions.
Vanguard Capital Wealth Advisors executed strategic sector rebalancing during Q2 2025, establishing 25 new positions while fully exiting 23 holdings and trimming 30 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.16% | +1.98% | -2.54% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.89% | +1.06% | -4.43% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.94% | +0.34% | -13.32% | |
| 4 | AEF | Abrdn Emerging Markets Ex Ch | Stock-Other | 5.85% | -0.18% | +241.29% | |
| 5 | URI | United Rentals Inc | Stock-Industrials | 3.97% | -0.53% | — | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.42% | -0.10% | -21.91% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.86% | +0.42% | -0.76% | |
| 8 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 2.69% | +0.53% | NEW | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.48% | -0.18% | -1.22% | |
| 10 | SLV | Ishares Silver Trust | ETF-Commodities | 2.01% | +0.29% | +151.74% | |
| 11 | MS | Morgan Stanley | Stock-Financials | 1.78% | -0.25% | -4.15% | |
| 12 | BA | Boeing Co/the | Stock-Industrials | 1.66% | -0.20% | +3.42% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | +0.33% | +11.38% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.38% | -0.87% | +0.76% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.31% | +0.06% | +16.70% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.29% | -0.05% | +50.44% | |
| 17 | CCJ | Cameco CORP | Stock-Energy | 1.22% | -0.32% | +120.39% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.18% | -0.02% | +25.32% | |
| 19 | HDGE | Advisorshares Ranger Eq Bear | ETF-Other | 1.18% | -0.37% | EXIT | |
| 20 | MU | Micron Technology Inc | Stock-Tech | 1.17% | -1.77% | +151.32% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.12% | -0.27% | +12.84% | |
| 22 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.08% | -0.03% | -52.25% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 1.06% | -0.15% | — | |
| 24 | MGM | Mgm Resorts International | Stock-Consumer Disc | 1.01% | — | — | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.94% | -0.07% | +0.34% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.94% | +0.04% | +20.15% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | +0.01% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | -0.01% | +1.06% | |
| 29 | SLB | Slb LTD | Stock-Energy | 0.76% | +0.16% | NEW | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.09% | +12.17% | |
| 31 | ✓ | Mobix Labs Inc | Stock-Other | 0.72% | — | +20.59% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.30% | EXIT | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.68% | +0.34% | NEW | |
| 34 | APH | Amphenol Corp-cl A | Stock-Tech | 0.68% | -0.01% | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | +0.01% | -18.29% | |
| 36 | SBSW | Sibanye-stillwater Ltd-adr | Stock-Other | 0.63% | — | — | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.63% | -0.03% | +0.20% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.63% | -0.31% | EXIT | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | — | — | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | — | -9.84% | |
| 41 | PSX | Phillips 66 | Stock-Energy | 0.60% | +0.09% | +127.66% | |
| 42 | COP | Conocophillips | Stock-Energy | 0.60% | +0.22% | NEW | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.57% | +0.04% | -25.66% | |
| 44 | AMRC | Ameresco Inc-cl A | Stock-Other | 0.54% | +0.27% | NEW | |
| 45 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.53% | +0.61% | — | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.07% | +23.06% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.52% | +0.02% | — | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.01% | -8.05% | |
| 49 | XAWFX | Alliancebernstein Gl Hi Inc | Stock-Other | 0.49% | -0.01% | -10.00% | |
| 50 | NCLH | Norwegian Cruise Line Holdings Ltd. | Stock-Consumer Disc | 0.49% | -0.47% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AEF | Abrdn Emerging Markets Ex Ch | +4.1% | +241.29% | Add |
| 2 | PPLT | Abrdn Physical Platinum Shrs | +2.4% | +739.71% | Add |
| 3 | SLV | Ishares Silver Trust | +1.1% | +151.74% | Add |
| 4 | MGM | Mgm Resorts International | +1% | NEW | New buy |
| 5 | NVDA | Nvidia CORP | +0.9% | -4.43% | Trim |
| 6 | CCJ | Cameco CORP | +0.8% | +120.39% | Add |
| 7 | MU | Micron Technology Inc | +0.8% | +151.32% | Add |
| 8 | AMAT | Applied Materials Inc | +0.7% | NEW | New buy |
| 9 | SBSW | Sibanye-stillwater Ltd-adr | +0.6% | NEW | New buy |
| 10 | MMM | 3m Co | +0.6% | NEW | New buy |
| 11 | UNH | Unitedhealth Group Inc | +0.6% | NEW | New buy |
| 12 | AVGO | Broadcom Inc | +0.6% | -1.22% | Trim |
| 13 | LTPZ | Pimco 15+ Yr US Tips Indx | +0.5% | NEW | New buy |
| 14 | SCHB | Schwab US Broad Market ETF | +0.5% | NEW | New buy |
| 15 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.5% | NEW | New buy |
| 16 | VAC | Marriott Vacations World | +0.4% | NEW | New buy |
| 17 | AMLP | Alerian Mlp ETF | +0.4% | NEW | New buy |
| 18 | BAC | Bank Of America CORP | +0.4% | +50.44% | Add |
| 19 | CRWV | Coreweave Inc-cl A | +0.4% | NEW | New buy |
| 20 | PANW | Palo Alto Networks Inc | +0.3% | NEW | New buy |
| 21 | AMRC | Ameresco Inc-cl A | +0.3% | +105.71% | Add |
| 22 | MSFT | Microsoft CORP | +0.3% | +11.38% | Add |
| 23 | PSX | Phillips 66 | +0.3% | +127.66% | Add |
| 24 | FCX | Freeport-mcmoran Inc | +0.3% | NEW | New buy |
| 25 | XOM | Exxon Mobil CORP | +0.3% | +114.79% | Add |
| 26 | IEO | Ishares U.s. Oil & Gas Explo | +0.3% | NEW | New buy |
| 27 | CSCO | Cisco Systems Inc | +0.3% | NEW | New buy |
| 28 | CII | Blackrock Enhan Lrg Cap Core | +0.3% | NEW | New buy |
| 29 | WMB | Williams Cos Inc | +0.2% | NEW | New buy |
| 30 | GS | Goldman Sachs Group Inc | +0.2% | NEW | New buy |
| 31 | DELL | Dell Technologies -c | +0.2% | NEW | New buy |
| 32 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 33 | LEU | Centrus Energy Corp-class A | +0.2% | NEW | New buy |
| 34 | COP | Conocophillips | +0.2% | +119.67% | Add |
| 35 | ETN | Eaton Corporation plc | +0.2% | NEW | New buy |
| 36 | MA | Mastercard Inc - A | +0.2% | NEW | New buy |
| 37 | HUT | Hut 8 CORP | +0.2% | NEW | New buy |
| 38 | NFLX | Netflix Inc | +0.2% | — | Unchanged |
| 39 | APH | Amphenol Corp-cl A | +0.1% | — | Unchanged |
| 40 | TSLA | Tesla Inc | +0.1% | +12.84% | Add |
| 41 | VALE | Vale Sa-sp Adr | +0.1% | NEW | New buy |
| 42 | META | Meta Platforms Inc-class A | +0.1% | -0.76% | Trim |
| 43 | ORCL | Oracle CORP | +0.1% | -8.05% | Trim |
| 44 | SCHX | Schwab US Large-cap ETF | +0.1% | +16.70% | Add |
| 45 | SCHV | Schwab US Large-cap Value | +0.1% | +25.32% | Add |
| 46 | BA | Boeing Co/the | +0.1% | +3.42% | Add |
| 47 | C | Citigroup Inc | 0% | +14.05% | Add |
| 48 | UEC | Uranium Energy CORP | 0% | -11.33% | Trim |
| 49 | AGNC | Agnc Investment CORP | — | +26.92% | Add |
| 50 | MOBXW | Chavrant Capital Acq -cw23 | — | — | Unchanged |
According to official SEC Form 13F filings, Vanguard Capital Wealth Advisors reported a total U.S. public equity portfolio value of $144.6M across 115 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 24.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
MGM
市值: $1.0M
Top Position Liquidated / Trimmed
IBIT
前期市值: $822.7K
During Q2 2025, Vanguard Capital Wealth Advisors's top holdings by market value included AAPL (11.2%)、NVDA (7.9%)、AMZN (5.9%). The largest single position, AAPL, represented 11.2% of total portfolio value.
In Q2 2025, Vanguard Capital Wealth Advisors made 116 total portfolio adjustments, initiating 25 new buys, adding to 38 positions, trimming 30 holdings, and fully liquidating 23 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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