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CIK: 0001730578
Total reported value
$147.6M
$147.6M
128 檔
28.9%
According to the latest 13F quarterly dataset, Vanguard Capital Wealth Advisors managed an equity portfolio of $147.6M at the end of Q4 2025, spanning 128 distinct U.S. exchange-listed positions.
Vanguard Capital Wealth Advisors executed strategic sector rebalancing during Q4 2025, establishing 11 new positions while fully exiting 12 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.17% | -2.55% | +1.02% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.42% | -0.90% | +11.20% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.52% | -0.27% | +3.98% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.12% | -0.37% | -2.08% | |
| 5 | MU | Micron Technology Inc | Stock-Tech | 3.83% | +5.26% | +33.13% | |
| 6 | URI | United Rentals Inc | Stock-Industrials | 3.44% | +0.49% | — | |
| 7 | BA | Boeing Co/the | Stock-Industrials | 2.66% | +0.07% | +92.77% | |
| 8 | AEF | Abrdn Emerging Markets Ex Ch | Stock-Other | 2.53% | -0.75% | -30.18% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.41% | -0.29% | -4.03% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.03% | -0.52% | — | |
| 11 | MS | Morgan Stanley | Stock-Financials | 1.98% | +0.38% | +2.99% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.75% | -0.33% | +55.37% | |
| 13 | SLV | Ishares Silver Trust | ETF-Commodities | 1.66% | -0.66% | -59.30% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.64% | +0.16% | +0.08% | |
| 15 | CCJ | Cameco CORP | Stock-Energy | 1.64% | +0.08% | +13.16% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.58% | -0.31% | +651.50% | |
| 17 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.32% | -0.12% | -18.38% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.31% | -0.17% | +0.36% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.21% | +3.24% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | -0.12% | — | |
| 21 | HDGE | Advisorshares Ranger Eq Bear | ETF-Other | 1.19% | -0.93% | -23.30% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.12% | -0.18% | -3.66% | |
| 23 | ECH | Ishares Msci Chile ETF | ETF-Other | 1.10% | — | — | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.02% | -0.19% | +0.78% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | -0.12% | +1183.53% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.34% | +0.34% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.20% | — | |
| 28 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.76% | — | — | |
| 29 | APH | Amphenol Corp-cl A | Stock-Tech | 0.75% | +0.01% | — | |
| 30 | PSX | Phillips 66 | Stock-Energy | 0.71% | -0.12% | -10.36% | |
| 31 | CCU | Cia Cervecerias Uni-spon Adr | Stock-Other | 0.71% | -0.13% | EXIT | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | -0.08% | -6.81% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.70% | -0.21% | -13.01% | |
| 34 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.60% | +0.63% | NEW | |
| 35 | C | Citigroup Inc | Stock-Financials | 0.60% | -0.03% | +97.55% | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.58% | +0.15% | NEW | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.57% | +1.11% | +0.60% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.57% | +0.31% | NEW | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.24% | -5.58% | |
| 40 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.50% | -0.02% | -16.31% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.11% | -16.06% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | -0.07% | -2.62% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.45% | +0.91% | -60.12% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.45% | -0.08% | -2.47% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.45% | -0.10% | +0.20% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.14% | -2.48% | |
| 47 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 0.43% | — | — | |
| 48 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.42% | +0.10% | +0.41% | |
| 49 | NEM | Newmont CORP | Stock-Materials | 0.41% | — | — | |
| 50 | UEC | Uranium Energy CORP | Stock-Energy | 0.39% | -0.18% | -3.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +2.1% | +33.13% | Add |
| 2 | VZ | Verizon Communications Inc | +1.4% | +651.50% | Add |
| 3 | BA | Boeing Co/the | +1.3% | +92.77% | Add |
| 4 | AAPL | Apple Inc | +0.9% | +1.02% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.9% | -2.08% | Trim |
| 6 | NVDA | Nvidia CORP | +0.8% | +11.20% | Add |
| 7 | TSLA | Tesla Inc | +0.6% | +55.37% | Add |
| 8 | AMZN | Amazon.com Inc | +0.5% | +3.98% | Add |
| 9 | C | Citigroup Inc | +0.3% | +97.55% | Add |
| 10 | CCJ | Cameco CORP | +0.3% | +13.16% | Add |
| 11 | CAT | Caterpillar Inc | +0.3% | +0.08% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | — | Unchanged |
| 13 | MS | Morgan Stanley | +0.3% | +2.99% | Add |
| 14 | MP | Mp Materials CORP | -0.2% | -21.53% | Trim |
| 15 | META | Meta Platforms Inc-class A | -0.2% | — | Unchanged |
| 16 | D | Dominion Energy Inc | -0.3% | -46.02% | Trim |
| 17 | BKR | Baker Hughes Co | -0.3% | -58.88% | Trim |
| 18 | UNH | Unitedhealth Group Inc | -0.4% | -61.20% | Trim |
| 19 | HDGE | Advisorshares Ranger Eq Bear | -0.4% | -23.30% | Trim |
| 20 | PPLT | Abrdn Physical Platinum Shrs | -0.5% | -81.95% | Trim |
| 21 | ✓ | Mobix Labs Inc | -0.6% | +4.12% | Add |
| 22 | VXX | Ipath Series B S&p 500 Vix | -0.6% | -54.93% | Trim |
| 23 | URI | United Rentals Inc | -0.6% | — | Unchanged |
| 24 | PANW | Palo Alto Networks Inc | -0.8% | -60.12% | Trim |
| 25 | AEF | Abrdn Emerging Markets Ex Ch | -0.8% | -30.18% | Trim |
| 26 | IAU | Ishares Gold Trust | -0.9% | -65.30% | Trim |
| 27 | SLV | Ishares Silver Trust | -1% | -59.30% | Trim |
| 28 | ECH | Ishares Msci Chile ETF | — | NEW | New buy |
| 29 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| 30 | SIL | Global X Silver Miners ETF | — | EXIT | Sold out |
| 31 | RIO | Rio Tinto Plc-spon Adr | — | NEW | New buy |
| 32 | CCU | Cia Cervecerias Uni-spon Adr | — | NEW | New buy |
| 33 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | EXIT | Sold out |
| 34 | MGM | Mgm Resorts International | — | EXIT | Sold out |
| 35 | KRE | Ss Spdr S&p Regional Bank | — | NEW | New buy |
| 36 | CRWV | Coreweave Inc-cl A | — | EXIT | Sold out |
| 37 | KOF | Coca-cola Femsa Sab-sp Adr | — | NEW | New buy |
| 38 | NEM | Newmont CORP | — | NEW | New buy |
| 39 | SLB | Slb LTD | — | EXIT | Sold out |
| 40 | TECK | Teck Resources Ltd-cls B | — | NEW | New buy |
| 41 | STZ | Constellation Brands Inc-a | — | EXIT | Sold out |
| 42 | B | Barrick Mining CORP | — | EXIT | Sold out |
| 43 | KIO | Kkr Income Opportunities | — | EXIT | Sold out |
| 44 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 45 | ICOW | Pacer Developed Markets Inte | — | EXIT | Sold out |
| 46 | KBH | Kb Home | — | EXIT | Sold out |
| 47 | NIKL | Sprott Nickel Miners ETF | — | NEW | New buy |
| 48 | COPX | Global X Copper Miners ETF | — | NEW | New buy |
| 49 | ADT | Adt Inc | — | NEW | New buy |
| 50 | ETHE | Grayscale Ethereum Staking E | — | 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 128 disclosed positions in Q4 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 28.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
ECH
市值: $1.4M
Top Position Liquidated / Trimmed
EFA
前期市值: $1.4M
During Q4 2025, Vanguard Capital Wealth Advisors's top holdings by market value included AAPL (12.2%)、NVDA (8.4%)、AMZN (5.5%). The largest single position, AAPL, represented 12.2% of total portfolio value.
In Q4 2025, Vanguard Capital Wealth Advisors made 47 total portfolio adjustments, initiating 11 new buys, adding to 12 positions, trimming 12 holdings, and fully liquidating 12 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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