VC

Vanguard Capital Wealth Advisors

Diversified strategyMomentum followerSector-focused

Total reported value

$108.1M

Reporting period: 2026-03-31 · Number of holdings: 120

Vanguard Capital Wealth Advisors disclosed 120 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $108.1M and a quarterly turnover rate of 34.1%.

Personality snowflake

Concentration
14.97
Portfolio Stability
34.05
Momentum/Contrarian
100
Sector conviction
84.29
Diversification
100
Sizing Uniformity
81.34

Recent moves

  • Add VLO

    +197.2%　$1.2M

  • Trim VZ

    -75.3%　-$1.4M

  • Trim AEF

    -49.8%　-$1.5M

  • Add AAPL

    -0.2%　-$1.0M

  • Trim GDX

    -61.6%　-$970.4K

  • Add CAT

    -1.1%　$457.6K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 119 holdings (of 120 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech13.12%+0.95%-0.23%
2NVDANvidia CORPStock-Tech7.97%-0.45%-12.51%
3AMZNAmazon.com INCStock-Consumer Disc5.52%—-4.30%
4MUMicron Technology INCStock-Tech4.27%—-18.66%
5GOOGAlphabet Inc-cl CStock-Comm Services3.73%-0.39%-14.33%
6URIUnited Rentals INCStock-Industrials3.55%+0.11%-0.94%
7AVGOBroadcom INCStock-Tech2.42%+0.01%-3.06%
8BABoeing Co/theStock-Industrials2.40%-0.26%-15.08%
9CATCaterpillar INCStock-Industrials2.32%+0.68%-1.12%
10MSMorgan StanleyStock-Financials1.87%-0.11%-12.21%
11TSLATesla INCStock-Consumer Disc1.85%—+10.47%
12METAMeta Platforms Inc-class AStock-Comm Services1.83%-0.20%-10.17%
13AEFAbrdn Emerging Markets Ex ChStock-Other1.53%-1.00%-49.81%
14SLVIshares Silver TrustETF-Commodities1.50%-0.16%-26.35%
15CCJCameco CORPStock-Energy1.43%-0.21%-36.39%
16VLOValero Energy CORPStock-Energy1.38%+1.12%+197.24%
17HDGEAdvisorshares Ranger Eq BearETF-Other1.30%—-16.12%
18SCHXSchwab US Large-cap ETFETF-Other1.29%—+4.38%
19GOOGLAlphabet Inc-cl AStock-Comm Services1.28%—+0.75%
20BACBank Of America CORPStock-Financials1.26%-0.05%-5.71%
21SCHVSchwab US Large-cap ValueETF-Other1.21%—+0.42%
22SCHDSchwab US Dvd Equity ETFETF-Other1.04%+0.34%+15.01%
23LTPZPimco 15+ Yr US Tips IndxETF-Other1.02%+0.64%+136.66%
24MSFTMicrosoft CORPStock-Tech1.00%-0.29%-12.73%
25APAApa CORPStock-Energy0.98%+0.98%NEW
26MCDMcdonald's CORPStock-Consumer Disc0.94%—+0.31%
27DINOHf Sinclair CORPStock-Energy0.87%+0.87%NEW
28BRK-BBerkshire Hathaway Inc-cl BStock-Other0.85%——
29DDominion Energy INCStock-Utilities0.85%+0.56%+144.26%
30APHAmphenol Corp-cl AStock-Tech0.81%——
31NFLXNetflix INCStock-Comm Services0.80%—-17.32%
32ABBVAbbvie INCStock-Healthcare0.74%—-4.06%
33INTCIntel CORPStock-Tech0.73%—-7.47%
34COPConocophillipsStock-Energy0.71%+0.32%+12.62%
35DVNDevon Energy CORPStock-Energy0.65%+0.65%NEW
36GDXVaneck Gold Miners ETFETF-Commodities0.63%-0.69%-61.58%
37XOMExxon Mobil CORPStock-Energy0.58%—-2.64%
38JPMJpmorgan Chase & CoStock-Financials0.56%—+0.39%
39VZVerizon Communications INCStock-Comm Services0.56%-1.02%-75.25%
40CVXChevron CORPStock-Energy0.53%—+16.89%
41PMPhilip Morris InternationalStock-Consumer Staples0.52%—-2.67%
42PANWPalo Alto Networks INCStock-Tech0.51%—+11.70%
43ARWRArrowhead Pharmaceuticals InStock-Healthcare0.51%—-6.82%
44TPLTexas Pacific Land CORPStock-Energy0.51%+0.51%NEW
45SCHBSchwab US Broad Market ETFETF-Other0.50%—+0.74%
46FNDBSchwab Fndmntl US Brd Mr ETFETF-Other0.50%—+0.34%
47BMYBristol-myers Squibb CoStock-Healthcare0.50%—+0.01%
48LLYEli Lilly & CoStock-Healthcare0.49%—+1.04%
49EDVVanguard Extended Dur TreasETF-Other0.48%+0.48%NEW
50PGProcter & Gamble Co/theStock-Consumer Staples0.48%—-5.20%
1–50 of 119

Holding changes this quarter

Vanguard Capital Wealth Advisors's most significant position changes for 2026-03-31: Sold out: Ishares Msci Chile ETF (ECH); New buy: Apa CORP (APA); Sold out: Rio Tinto Plc-spon Adr (RIO); New buy: Hf Sinclair CORP (DINO); Sold out: Ss Spdr S&p Regional Bank (KRE).

Position changes disclosed by Vanguard Capital Wealth Advisors for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VLOValero Energy CORP+1.1%+197.24%Add
2AAPLApple INC+1%-0.23%Trim
3CATCaterpillar INC+0.7%-1.12%Trim
4LTPZPimco 15+ Yr US Tips Indx+0.6%+136.66%Add
5DDominion Energy INC+0.6%+144.26%Add
6SCHDSchwab US Dvd Equity ETF+0.3%+15.01%Add
7COPConocophillips+0.3%+12.62%Add
8TLTIshares 20+ Year Treasury Bd+0.3%+103.78%Add
9URIUnited Rentals INC+0.1%-0.94%Trim
10AVGOBroadcom INC0%-3.06%Trim
11AMZNAmazon.com INC—-4.30%Trim
12BACBank Of America CORP-0.1%-5.71%Trim
13MSMorgan Stanley-0.1%-12.21%Trim
14SLVIshares Silver Trust-0.2%-26.35%Trim
15METAMeta Platforms Inc-class A-0.2%-10.17%Trim
16CCJCameco CORP-0.2%-36.39%Trim
17BABoeing Co/the-0.3%-15.08%Trim
18CCitigroup INC-0.3%-48.91%Trim
19MSFTMicrosoft CORP-0.3%-12.73%Trim
20PSXPhillips 66-0.3%-68.48%Trim
21GOOGAlphabet Inc-cl C-0.4%-14.33%Trim
22NVDANvidia CORP-0.5%-12.51%Trim
23CCUCia Cervecerias Uni-spon Adr-0.6%-81.68%Trim
24GDXVaneck Gold Miners ETF-0.7%-61.58%Trim
25AEFAbrdn Emerging Markets Ex Ch-1%-49.81%Trim
26VZVerizon Communications INC-1%-75.25%Trim
27ECHIshares Msci Chile ETF—EXITSold out
28APAApa CORP—NEWNew buy
29RIORio Tinto Plc-spon Adr—EXITSold out
30DINOHf Sinclair CORP—NEWNew buy
31KRESs Spdr S&p Regional Bank—EXITSold out
32IAUIshares Gold Trust—EXITSold out
33MMM3m Co—EXITSold out
34DVNDevon Energy CORP—NEWNew buy
35TPLTexas Pacific Land CORP—NEWNew buy
36KOFCoca-cola Femsa Sab-sp Adr—EXITSold out
37EDVVanguard Extended Dur Treas—NEWNew buy
38NEMNewmont CORP—EXITSold out
39TECKTeck Resources Ltd-cls B—EXITSold out
40AAAlcoa CORP—NEWNew buy
41MPMp Materials CORP—EXITSold out
42EWWIshares Msci Mexico ETF—NEWNew buy
43AMATApplied Materials INC—EXITSold out
44AEMAgnico Eagle Mines LTD—EXITSold out
45AMRCAmeresco Inc-cl A—EXITSold out
46ADTAdt INC—EXITSold out
47VIOOVanguard S&p Small-cap 600 E—EXITSold out
48UNHUnitedhealth Group INC—EXITSold out
49STXSeagate Technology Holdings plc—NEWNew buy
50KMIKinder Morgan INC—NEWNew buy

FAQ

What is Vanguard Capital Wealth Advisors and what type of investor is it?
Vanguard Capital Wealth Advisors is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $108.1M, spread across 120 disclosed positions.
What are Vanguard Capital Wealth Advisors's largest equity positions?
Based on the latest 13F filing, Vanguard Capital Wealth Advisors's top holdings by market value are: 1. Apple INC (AAPL) — $14.2M (13.1%) 2. Nvidia CORP (NVDA) — $8.6M (8.0%) 3. Amazon.com INC (AMZN) — $6.0M (5.5%) 4. Micron Technology INC (MU) — $4.6M (4.3%) 5. Alphabet Inc-cl C (GOOG) — $4.0M (3.7%)
What changes did Vanguard Capital Wealth Advisors make in its most recent portfolio filing?
In the latest reported quarter, Vanguard Capital Wealth Advisors made 50 notable position adjustments: 9 new positions were initiated, 6 existing holdings were added to, 20 positions were partially reduced, and 15 were completely exited. The largest of these moves: Sold out: Ishares Msci Chile ETF (ECH); New buy: Apa CORP (APA); Sold out: Rio Tinto Plc-spon Adr (RIO); New buy: Hf Sinclair CORP (DINO); Sold out: Ss Spdr S&p Regional Bank (KRE)
What sectors does Vanguard Capital Wealth Advisors focus on?
Vanguard Capital Wealth Advisors is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 48.0% • Communication Services: 13.3% • Consumer Discretionary: 13.2% • Financials: 8.2% • Industrials: 7.7% • Energy: 3.9%