13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001730578
Total reported value
$147.6M
$147.6M
134 檔
26.5%
In Q3 2025, Vanguard Capital Wealth Advisors's U.S. equity holdings reached a combined market value of $147.6M, distributed across 134 disclosed stock positions.
In Q3 2025, Vanguard Capital Wealth Advisors displayed an active expansion posture, initiating 20 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.28% | -2.55% | +1.05% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.58% | -0.90% | +0.88% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.05% | -0.27% | +5.42% | |
| 4 | URI | United Rentals Inc | Stock-Industrials | 4.06% | +0.49% | — | |
| 5 | AEF | Abrdn Emerging Markets Ex Ch | Stock-Other | 3.35% | -0.75% | -34.89% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.26% | -0.37% | -13.86% | |
| 7 | SLV | Ishares Silver Trust | ETF-Commodities | 2.69% | -0.66% | +28.63% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.39% | -0.29% | -0.07% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.26% | -0.52% | -1.66% | |
| 10 | MS | Morgan Stanley | Stock-Financials | 1.72% | +0.38% | +6.69% | |
| 11 | MU | Micron Technology Inc | Stock-Tech | 1.69% | +5.26% | +31.94% | |
| 12 | HDGE | Advisorshares Ranger Eq Bear | ETF-Other | 1.59% | -0.93% | +73.43% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.50% | +0.15% | NEW | |
| 14 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.44% | -0.12% | +12.47% | |
| 15 | BA | Boeing Co/the | Stock-Industrials | 1.37% | +0.07% | -0.64% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.37% | +0.16% | +0.08% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.21% | -2.55% | |
| 18 | CCJ | Cameco CORP | Stock-Energy | 1.33% | +0.08% | +19.67% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.26% | +0.91% | +431.98% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 1.22% | -0.17% | +7.67% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.14% | -0.18% | +0.28% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.11% | -0.33% | -12.05% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.10% | — | — | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.99% | -0.19% | -1.35% | |
| 25 | VXX | Ipath Series B S&p 500 Vix | ETF-Large Cap & Growth | 0.97% | -0.04% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | -0.12% | — | |
| 27 | ✓ | Mobix Labs Inc | Stock-Other | 0.86% | -0.45% | EXIT | |
| 28 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.85% | — | — | |
| 29 | PSX | Phillips 66 | Stock-Energy | 0.84% | -0.12% | +52.53% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.81% | -0.12% | +6.25% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.80% | -0.21% | +2.37% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.79% | -0.34% | +0.34% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.20% | — | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | -0.08% | -0.27% | |
| 35 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 0.70% | — | -72.42% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.68% | +0.01% | — | |
| 37 | NCLH | Norwegian Cruise Line Holdings Ltd. | Stock-Consumer Disc | 0.63% | +0.47% | NEW | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.62% | +0.31% | NEW | |
| 39 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.61% | — | -25.34% | |
| 40 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.60% | — | +153.49% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | — | +2.43% | |
| 42 | MP | Mp Materials CORP | Stock-Materials | 0.56% | — | — | |
| 43 | D | Dominion Energy Inc | Stock-Utilities | 0.55% | -0.35% | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.24% | +0.14% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.52% | +1.11% | -12.62% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.07% | -1.31% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.14% | -1.60% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | -0.07% | -6.16% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.47% | — | -24.00% | |
| 50 | UEC | Uranium Energy CORP | Stock-Energy | 0.46% | -0.18% | -10.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SLV | Ishares Silver Trust | +1.8% | +28.63% | Add |
| 2 | AEF | Abrdn Emerging Markets Ex Ch | +1.6% | -34.89% | Add |
| 3 | MU | Micron Technology Inc | +1.3% | +31.94% | Add |
| 4 | IAU | Ishares Gold Trust | +1.1% | — | Add |
| 5 | CCJ | Cameco CORP | +1% | +19.67% | Add |
| 6 | NVDA | Nvidia CORP | +0.6% | +0.88% | Trim |
| 7 | AVGO | Broadcom Inc | +0.5% | -0.07% | Trim |
| 8 | PSX | Phillips 66 | +0.5% | +52.53% | Add |
| 9 | PPLT | Abrdn Physical Platinum Shrs | +0.4% | -72.42% | Add |
| 10 | HDGE | Advisorshares Ranger Eq Bear | +0.4% | +73.43% | Add |
| 11 | BAC | Bank Of America CORP | +0.3% | +7.67% | Add |
| 12 | APH | Amphenol Corp-cl A | +0.1% | — | Unchanged |
| 13 | TSLA | Tesla Inc | +0.1% | -12.05% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | — | Add |
| 15 | ✓ | Mobix Labs Inc | — | +39.72% | Add |
| 16 | URI | United Rentals Inc | 0% | — | Unchanged |
| 17 | MSFT | Microsoft CORP | 0% | -2.55% | Add |
| 18 | CAT | Caterpillar Inc | -0.1% | +0.08% | Add |
| 19 | SCHX | Schwab US Large-cap ETF | -0.1% | +0.28% | Add |
| 20 | MS | Morgan Stanley | -0.2% | +6.69% | Add |
| 21 | BA | Boeing Co/the | -0.2% | -0.64% | Add |
| 22 | META | Meta Platforms Inc-class A | -0.5% | -1.66% | Trim |
| 23 | MFG | Mizuho Financial Group-adr | -0.9% | +4.73% | Trim |
| 24 | SLB | Slb LTD | -1% | -34.65% | Trim |
| 25 | AAPL | Apple Inc | -4% | +1.05% | Trim |
| 26 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 27 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 28 | VXX | Ipath Series B S&p 500 Vix | — | NEW | New buy |
| 29 | SIL | Global X Silver Miners ETF | — | NEW | New buy |
| 30 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | Sold out |
| 31 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | NEW | New buy |
| 32 | MMM | 3m Co | — | NEW | New buy |
| 33 | MGM | Mgm Resorts International | — | NEW | New buy |
| 34 | CRWV | Coreweave Inc-cl A | — | NEW | New buy |
| 35 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 36 | MP | Mp Materials CORP | — | NEW | New buy |
| 37 | D | Dominion Energy Inc | — | NEW | New buy |
| 38 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 39 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 40 | FBTC | Fidelity Wise Origin Bitcoin | — | EXIT | Sold out |
| 41 | BKR | Baker Hughes Co | — | NEW | New buy |
| 42 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 43 | LTPZ | Pimco 15+ Yr US Tips Indx | — | NEW | New buy |
| 44 | GBTC | Grayscale Bitcoin Trust ETF | — | EXIT | Sold out |
| 45 | UNG | US Natural Gas Fund LP | — | NEW | New buy |
| 46 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 47 | B | Barrick Mining CORP | — | NEW | New buy |
| 48 | ARWR | Arrowhead Pharmaceuticals In | — | NEW | New buy |
| 49 | SCHW | Schwab (charles) CORP | — | EXIT | Sold out |
| 50 | SMFG | Sumitomo Mitsui-spons Adr | — | EXIT | Sold out |
According to official SEC Form 13F filings, Vanguard Capital Wealth Advisors reported a total U.S. public equity portfolio value of $147.6M across 134 disclosed positions in Q3 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 26.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
PANW
市值: $1.6M
Top Position Liquidated / Trimmed
IBIT
前期市值: $822.7K
During Q3 2025, Vanguard Capital Wealth Advisors's top holdings by market value included AAPL (11.3%)、NVDA (7.6%)、AMZN (5.0%). The largest single position, AAPL, represented 11.3% of total portfolio value.
In Q3 2025, Vanguard Capital Wealth Advisors made 48 total portfolio adjustments, initiating 20 new buys, adding to 16 positions, trimming 7 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.