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CIK: 0001730578
Total reported value
$147.6M
$147.6M
119 檔
25.3%
As reported in its official Q1 2026 Form 13F filing, Vanguard Capital Wealth Advisors's tracked investment portfolio stood at $147.6M with 119 total positions.
In Q1 2026, Vanguard Capital Wealth Advisors adopted a defensive or profit-taking posture, trimming 57 positions and completely liquidating 25 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.12% | -2.55% | -0.23% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.97% | -0.90% | -12.51% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.52% | -0.27% | -4.30% | |
| 4 | MU | Micron Technology Inc | Stock-Tech | 4.27% | +5.26% | -18.66% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.73% | -0.37% | -14.33% | |
| 6 | URI | United Rentals Inc | Stock-Industrials | 3.55% | +0.49% | -0.94% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.42% | -0.29% | -3.06% | |
| 8 | BA | Boeing Co/the | Stock-Industrials | 2.40% | +0.07% | -15.08% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.32% | +0.16% | -1.12% | |
| 10 | MS | Morgan Stanley | Stock-Financials | 1.87% | +0.38% | -12.21% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.85% | -0.33% | +10.47% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.83% | -0.52% | -10.17% | |
| 13 | AEF | Abrdn Emerging Markets Ex Ch | Stock-Other | 1.53% | -0.75% | -49.81% | |
| 14 | SLV | Ishares Silver Trust | ETF-Commodities | 1.50% | -0.66% | -26.35% | |
| 15 | CCJ | Cameco CORP | Stock-Energy | 1.43% | +0.08% | -36.39% | |
| 16 | VLO | Valero Energy CORP | Stock-Energy | 1.38% | -1.04% | +197.24% | |
| 17 | HDGE | Advisorshares Ranger Eq Bear | ETF-Other | 1.30% | -0.93% | -16.12% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.29% | -0.18% | +4.38% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | -0.12% | +0.75% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 1.26% | -0.17% | -5.71% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.21% | -0.19% | +0.42% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.04% | -0.21% | +15.01% | |
| 23 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.02% | -0.02% | +136.66% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.21% | -12.73% | |
| 25 | APA | Apa CORP | Stock-Energy | 0.98% | -0.98% | EXIT | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.94% | -0.34% | +0.31% | |
| 27 | DINO | Hf Sinclair CORP | Stock-Energy | 0.87% | -0.87% | EXIT | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.20% | — | |
| 29 | D | Dominion Energy Inc | Stock-Utilities | 0.85% | -0.35% | +144.26% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 0.81% | +0.01% | — | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | -0.12% | -17.32% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | -0.08% | -4.06% | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.73% | +1.11% | -7.47% | |
| 34 | COP | Conocophillips | Stock-Energy | 0.71% | -0.71% | EXIT | |
| 35 | DVN | Devon Energy CORP | Stock-Energy | 0.65% | -0.65% | EXIT | |
| 36 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.63% | -0.12% | -61.58% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.28% | -2.64% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.24% | +0.39% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.31% | -75.25% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.21% | +16.89% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.52% | -0.10% | -2.67% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.51% | +0.91% | +11.70% | |
| 43 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.51% | -0.02% | -6.82% | |
| 44 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.51% | -0.15% | — | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.50% | -0.08% | +0.74% | |
| 46 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.50% | +0.10% | +0.34% | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.50% | -0.14% | +0.01% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.11% | +1.04% | |
| 49 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.48% | -0.32% | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.14% | -5.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VLO | Valero Energy CORP | +1.1% | +197.24% | Add |
| 2 | AAPL | Apple Inc | +1% | -0.23% | Trim |
| 3 | CAT | Caterpillar Inc | +0.7% | -1.12% | Trim |
| 4 | LTPZ | Pimco 15+ Yr US Tips Indx | +0.6% | +136.66% | Add |
| 5 | D | Dominion Energy Inc | +0.6% | +144.26% | Add |
| 6 | MU | Micron Technology Inc | +0.4% | -18.66% | Trim |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +15.01% | Add |
| 8 | COP | Conocophillips | +0.3% | +12.62% | Add |
| 9 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +103.78% | Add |
| 10 | CVX | Chevron CORP | +0.2% | +16.89% | Add |
| 11 | VIXM | Proshares Vix Mid-term Fut | +0.2% | +107.06% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.2% | -2.64% | Trim |
| 13 | SCHV | Schwab US Large-cap Value | +0.2% | +0.42% | Add |
| 14 | SCHX | Schwab US Large-cap ETF | +0.2% | +4.38% | Add |
| 15 | INTC | Intel CORP | +0.2% | -7.47% | Trim |
| 16 | MPC | Marathon Petroleum CORP | +0.2% | -2.87% | Trim |
| 17 | ✓ | Mobix Labs Inc | +0.2% | +5.06% | Add |
| 18 | MCD | Mcdonald's CORP | +0.1% | +0.31% | Add |
| 19 | URI | United Rentals Inc | +0.1% | -0.94% | Trim |
| 20 | HDGE | Advisorshares Ranger Eq Bear | +0.1% | -16.12% | Trim |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | +0.01% | Add |
| 22 | TSLA | Tesla Inc | +0.1% | +10.47% | Add |
| 23 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 24 | DELL | Dell Technologies -c | +0.1% | -1.16% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.75% | Add |
| 26 | HON | Honeywell International Inc | +0.1% | +2.21% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | Unchanged |
| 28 | FNDB | Schwab Fndmntl US Brd Mr ETF | +0.1% | +0.34% | Add |
| 29 | JNJ | Johnson & Johnson | +0.1% | -2.07% | Trim |
| 30 | IDA | Idacorp Inc | +0.1% | +0.60% | Add |
| 31 | PM | Philip Morris International | +0.1% | -2.67% | Trim |
| 32 | APH | Amphenol Corp-cl A | +0.1% | — | Unchanged |
| 33 | T | At&t Inc | +0.1% | -4.33% | Trim |
| 34 | PANW | Palo Alto Networks Inc | +0.1% | +11.70% | Add |
| 35 | GILD | Gilead Sciences Inc | +0.1% | +0.16% | Add |
| 36 | ET | Energy Transfer LP | +0.1% | — | Unchanged |
| 37 | PG | Procter & Gamble Co/the | +0.1% | -5.20% | Trim |
| 38 | SCHB | Schwab US Broad Market ETF | +0.1% | +0.74% | Add |
| 39 | NVS | Novartis Ag-sponsored Adr | +0.1% | -4.65% | Trim |
| 40 | ABBV | Abbvie Inc | 0% | -4.06% | Trim |
| 41 | UEC | Uranium Energy CORP | 0% | -17.86% | Trim |
| 42 | RQI | Cohen & Steers Qual Inc Rlty | 0% | -8.57% | Trim |
| 43 | COLB | Columbia Banking System Inc | 0% | — | Unchanged |
| 44 | HPF | John Hancock Prefer Inc Ii | 0% | +3.13% | Add |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +0.39% | Add |
| 46 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 47 | NAUT | Nautilus Biotechnology Inc | 0% | — | Unchanged |
| 48 | DECK | Deckers Outdoor CORP | 0% | — | Unchanged |
| 49 | GS | Goldman Sachs Group Inc | 0% | +0.36% | Add |
| 50 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Vanguard Capital Wealth Advisors reported a total U.S. public equity portfolio value of $147.6M across 119 disclosed positions in Q1 2026.
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 25.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
APA
市值: $1.1M
Top Position Liquidated / Trimmed
ECH
前期市值: $1.4M
During Q1 2026, Vanguard Capital Wealth Advisors's top holdings by market value included AAPL (13.1%)、NVDA (8.0%)、AMZN (5.5%). The largest single position, AAPL, represented 13.1% of total portfolio value.
In Q1 2026, Vanguard Capital Wealth Advisors made 128 total portfolio adjustments, initiating 16 new buys, adding to 30 positions, trimming 57 holdings, and fully liquidating 25 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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