What does Vanguard Capital Wealth Advisors hold?

Vanguard Capital Wealth Advisors's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL, NVDA, MU. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1730578.

What is Vanguard Capital Wealth Advisors's AUM?

Vanguard Capital Wealth Advisors reported approximately $144.6M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $190.4M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Vanguard Capital Wealth Advisors's holdings?

All Vanguard Capital Wealth Advisors holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1730578. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Vanguard Capital Wealth Advisors's 13F data updated on 13F Pro?

Vanguard Capital Wealth Advisors's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Vanguard Capital Wealth Advisors

Confidential treatment requested — holdings omitted from public disclosure

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1730578

Institutional-grade research for retail investors

Sector Allocation

Technology50.5%$73.0M
Other13.3%$19.3M
Financials9.4%$13.6M
Industrials8.1%$11.7M
Consumer Discretionary7.9%$11.4M
Healthcare3.6%$5.2M
Energy2.8%$4.0M
Materials1.5%$2.1M
Utilities1.0%$1.5M
Communication Services1.0%$1.4M

AUM History

13fpro.ai/research/fund/vanguard-capital-wealth-advisors-1730578

Conviction and streaks

Stable · top 10 = 49.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$AAPLConviction hold12.6% weight · held 11 quarters

$NVDAConviction hold8.1% weight · held 11 quarters

$MUConviction hold7.8% weight · held 11 quarters

$AMZNConviction hold5.6% weight · held 11 quarters

$URIConviction hold3.5% weight · held 11 quarters

$MCDAccumulating+3% shares · 8 quarters running

$IDAAccumulating+6% shares · 8 quarters running

$NFJAccumulating+25% shares · 8 quarters running

$GILDAccumulating+1% shares · 6 quarters running

$Accumulating+55% shares · 5 quarters running

$AVGOTrimming-17% shares · 8 quarters running

$UECTrimming-63% shares · 7 quarters running

$AEFTrimming-91% shares · 5 quarters running

$PSXTrimming-75% shares · 4 quarters running

$SCHWTrimming-78% shares · 4 quarters running

Largest positions — Q3 2026

AAPL
$18.1M
NVDA
$11.8M
MU
$11.2M
AMZN
$8.1M
URI
$5.1M
GOOG
$4.7M
MRVL
$3.9M
BA
$3.3M
MS
$2.9M
AVGO
$2.8M
META
$2.5M
CAT
$2.3M
PIMCO
$2.3M
INTC
$2.3M
PANW
$2.0M
TSLA
$1.8M
CCJ
$1.7M
SCHWAB
$1.7M
GOOGL
$1.7M
SLV
$1.6M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/vanguard-capital-wealth-advisors-1730578

Vanguard Capital Wealth Advisors 13F holdings — Q3 2026

$144.6M portfolio (-2.0% QoQ) · 128 holdings · Q3 2026 13F · top 10 are 50% of the stock portfolio

1
Apple Inc.
$AAPL
$18.1M
12.6% of stocks
+1%This quarter—Since Q-end—Held
AIQuality75.7#88Est. buy—
2
NVIDIA CORP
$NVDA
$11.8M
8.1% of stocks
-1%This quarter—Since Q-end—Held
AIQuality86.0#3Est. buy—
3
MICRON TECHNOLOGY INC
$MU
$11.2M
7.8% of stocks
-14%This quarter—Since Q-end—Held
AIQuality89.7#1Est. buy—
4
AMAZON COM INC
$AMZN
$8.1M
5.6% of stocks
-0.2%This quarter—Since Q-end—Held
AIQuality67.5#363Est. buy—
5
UNITED RENTALS, INC.
$URI
$5.1M
3.5% of stocks
-4%This quarter—Since Q-end—Held
AIQuality68.7#290Est. buy—
6
Alphabet Inc.
$GOOG
$4.7M
3.3% of stocks
-1%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
7
Marvell Technology, Inc.
$MRVL
$3.9M
2.7% of stocks
+52%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
8
BOEING CO
$BA
$3.3M
2.3% of stocks
+5%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
9
MORGAN STANLEY
$MS
$2.9M
2.0% of stocks
-3%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
10
Broadcom Inc.
$AVGO
$2.8M
1.9% of stocks
-4%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	Apple Inc.$AAPL	$18.1M	12.6%	+1%	—	—	75.7#88	—
2	NVIDIA CORP$NVDA	$11.8M	8.1%	-1%	—	—	86.0#3	—
3	MICRON TECHNOLOGY INC$MU	$11.2M	7.8%	-14%	—	—	89.7#1	—
4	AMAZON COM INC$AMZN	$8.1M	5.6%	-0.2%	—	—	67.5#363	—
5	UNITED RENTALS, INC.$URI	$5.1M	3.5%	-4%	—	—	68.7#290	—
6	Alphabet Inc.$GOOG	$4.7M	3.3%	-1%	—	—	AI quality score is Pro: unlock with a free trial	—
7	Marvell Technology, Inc.$MRVL	$3.9M	2.7%	+52%	—	—	AI quality score is Pro: unlock with a free trial	—
8	BOEING CO$BA	$3.3M	2.3%	+5%	—	—	AI quality score is Pro: unlock with a free trial	—
9	MORGAN STANLEY$MS	$2.9M	2.0%	-3%	—	—	AI quality score is Pro: unlock with a free trial	—
10	Broadcom Inc.$AVGO	$2.8M	1.9%	-4%	—	—	AI quality score is Pro: unlock with a free trial	—

All holdings — Vanguard Capital Wealth Advisors (Q3 2026)

Sort

128 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$META	Meta Platforms, Inc.	Technology	$2.5M	1.7%	3,454	+0.3%	—	AI quality score is Pro: unlock with a free trial	13F
12	$CAT	CATERPILLAR INC	Industrials	$2.3M	1.6%	2,879	-16%	—	AI quality score is Pro: unlock with a free trial	13F
13	—	PIMCO ETF TR - 15+ YR US TIPSetf/fund	—	$2.3M	1.6%	51K	+77%	—	—	13F
14	$INTC	INTEL CORP	Technology	$2.3M	1.6%	19K	-3%	—	AI quality score is Pro: unlock with a free trial	13F
15	$PANW	Palo Alto Networks Inc	Technology	$2.0M	1.4%	5,132	-17%	—	AI quality score is Pro: unlock with a free trial	13F
16	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.8M	1.3%	5,114	-4%	—	AI quality score is Pro: unlock with a free trial	13F
17	$CCJ	CAMECO CORP	Materials	$1.7M	1.2%	20K	-9%	—	—	13F
18	—	SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund	—	$1.7M	1.2%	56K	+0.8%	—	—	13F
19	$GOOGL	Alphabet Inc.	Technology	$1.7M	1.1%	4,820	+0.8%	—	AI quality score is Pro: unlock with a free trial	13F
20	$SLV	iShares Silver Trustetf/fund	Financials	$1.6M	1.1%	30K	+30%	—	—	13F
21	$MSFT	MICROSOFT CORP	Technology	$1.6M	1.1%	3,167	+0.9%	—	AI quality score is Pro: unlock with a free trial	13F
22	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.5M	1.0%	28K	-2%	—	AI quality score is Pro: unlock with a free trial	13F
23	—	SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund	—	$1.4M	1.0%	43K	+0.4%	—	—	13F
24	$BLZE	Backblaze, Inc.	Technology	$1.4M	1.0%	101K	New	—	AI quality score is Pro: unlock with a free trial	13F
25	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$1.3M	0.9%	39K	+0.8%	—	—	13F
26	$APH	AMPHENOL CORP /DE/	Technology	$1.2M	0.8%	14K	+101%
27	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$1.1M	0.8%	18K	-32%
28	$ABBV	AbbVie Inc.	Healthcare	$1.1M	0.8%	4,158	+8%
29	$LLY	ELI LILLY & Co	Healthcare	$972K	0.7%	840	+14%
30	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$958K	0.7%	1,923	—
31	—	ISHARES TR - EAFE VALUE ETF	—	$920K	0.6%	12K	New
32	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US B	—	$919K	0.6%	30K	+4%
33	$AMD	ADVANCED MICRO DEVICES INC	Technology	$901K	0.6%	1,472	-3%
34	$AEF	abrdn Emerging Markets ex-China Fund, Inc.	Other	$870K	0.6%	92K	-24%
35	—	BARCLAYS BANK PLC - IPATH S&P 500 SH	—	$863K	0.6%	49K	+211%
36	$VLO	VALERO ENERGY CORP/TX	Energy	$842K	0.6%	2,172	+14%
37	$IVZ	Invesco Ltd.	Financials	$830K	0.6%	3,990	New
38	$DELL	Dell Technologies Inc.	Technology	$810K	0.6%	1,506	-11%
39	$MPC	Marathon Petroleum Corp	Energy	$777K	0.5%	1,964	+20%
40	$IONQ	IonQ, Inc.	Technology	$763K	0.5%	17K	New
41	$MCD	MCDONALDS CORP	Consumer Discretionary	$762K	0.5%	3,302	+0.5%
42	$NFLX	NETFLIX INC	Communication Services	$762K	0.5%	11K	-23%
43	$PPLT	abrdn Platinum ETF Trust	Financials	$762K	0.5%	49K	New
44	$LRCX	LAM RESEARCH CORP	Technology	$760K	0.5%	2,313	+45%
45	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$694K	0.5%	7,900	-20%
46	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$665K	0.5%	3,025	+215%
47	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$635K	0.4%	22K	+0.2%
48	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$634K	0.4%	18K	+0.1%
49	$CVX	CHEVRON CORP	Energy	$631K	0.4%	3,092	+10%
50	$D	DOMINION ENERGY, INC	Utilities	$611K	0.4%	10K	-6%
51	$STX	Seagate Technology Holdings plc	Technology	$605K	0.4%	656	+0.6%
52	$GLD	SPDR GOLD TRUST	Financials	$585K	0.4%	1,536	+43%
53	$TLN	Talen Energy Corp	Utilities	$578K	0.4%	1,850	New
54	$ARWR	ARROWHEAD PHARMACEUTICALS, INC.	Healthcare	$575K	0.4%	8,785	—
55	$PM	Philip Morris International Inc.	Consumer Staples	$569K	0.4%	2,982	-12%
56	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$568K	0.4%	768	+0.4%
57	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$568K	0.4%	9,100	-0.3%
58	$IVZ	Invesco Ltd.	Financials	$566K	0.4%	4,612	-11%
59	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$535K	0.4%	3,547	+153%
60	$XOM.R34088	EXXON MOBIL CORP	Energy	$534K	0.4%	3,282	—
61	$PG	PROCTER & GAMBLE Co	Consumer Staples	$499K	0.3%	3,432	+0.1%
62	$AMAT	APPLIED MATERIALS INC /DE	Technology	$492K	0.3%	963	New
63	$PSX	Phillips 66	Energy	$492K	0.3%	1,926	-11%
64	$COLB	COLUMBIA BANKING SYSTEM, INC.	Financials	$473K	0.3%	17K	—
65	$JPM	JPMORGAN CHASE & CO	Financials	$471K	0.3%	1,425	—
66	$WDC	WESTERN DIGITAL CORP	Technology	$454K	0.3%	1,000	+99%
67	—	INVESCO EXCHANGE TRADED FD T - S&P500 EQL ENR	—	$453K	0.3%	4,217	-62%
68	$GLDM	World Gold Trust	Financials	$448K	0.3%	5,449	New
69	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$428K	0.3%	2,543	-70%
70	$C	CITIGROUP INC	Financials	$422K	0.3%	3,260	—
71	$CRWD	CrowdStrike Holdings, Inc.	Technology	$416K	0.3%	1,570	New
72	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$393K	0.3%	8,567	—
73	$AMRC	Ameresco, Inc.	Industrials	$389K	0.3%	19K	New
74	—	ALLIANCEBERNSTEIN GLOBAL HIG - COM	—	$389K	0.3%	40K	—
75	—	GLOBAL X FDS - NASDAQ 100 COVER	—	$377K	0.3%	20K	+0.2%
76	—	ENTREPRENEURSHARES SERIES TR - ERSH PRI PUB ETF	—	$370K	0.3%	17K	-10%
77	$RQI	COHEN & STEERS QUALITY INCOME REALTY FUND INC	Other	$366K	0.3%	34K	+5%
78	$GLTR	abrdn Precious Metals Basket ETF Trust	Financials	$358K	0.3%	1,920	New
79	$QCOM	QUALCOMM INC/DE	Technology	$354K	0.3%	1,926	-18%
80	$VRTX	VERTEX PHARMACEUTICALS INC / MA	Healthcare	$348K	0.2%	665	+25%
81	—	GLOBAL X FDS - CYBRSCURTY ETF	—	$339K	0.2%	7,333	New
82	—	ABRDN TOTAL DYNAMIC DIVIDEND - COM SH BEN INT	—	$325K	0.2%	32K	+0.4%
83	$JNJ	JOHNSON & JOHNSON	Healthcare	$320K	0.2%	1,207	+1%
84	$UEC	URANIUM ENERGY CORP	Materials	$314K	0.2%	33K	-2%
85	$COP	CONOCOPHILLIPS	Energy	$313K	0.2%	2,500	New
86	$SNDK	Sandisk Corp	Technology	$292K	0.2%	168	+1%
87	$NVS	NOVARTIS AG	Healthcare	$292K	0.2%	2,050	—
88	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	—	$291K	0.2%	3,608	-81%
89	$TPL	Texas Pacific Land Corp	Financials	$290K	0.2%	890	-28%
90	$IDA	IDACORP INC	Utilities	$288K	0.2%	2,201	+0.6%
91	$GILD	GILEAD SCIENCES, INC.	Healthcare	$283K	0.2%	1,898	+0.2%
92	$DECK	DECKERS OUTDOOR CORP	Consumer Discretionary	$281K	0.2%	3,600	—
93	$BAC	BANK OF AMERICA CORP /DE/	Financials	$281K	0.2%	230	—
94	$PFE	PFIZER INC	Healthcare	$279K	0.2%	9,800	New
95	—	SPDR SERIES TRUST - SP O&G EXPL PRO	—	$277K	0.2%	1,547	New
96	$HPF	JOHN HANCOCK PREFERRED INCOME FUND II	Other	$269K	0.2%	20K	—
97	$ETN	Eaton Corp plc	Industrials	$264K	0.2%	614	+2%
98	$BX	Blackstone Inc.	Financials	$262K	0.2%	2,333	—
99	$THW	abrdn World Healthcare Fund	Other	$261K	0.2%	20K	—
100	$ORCL	ORACLE CORP	Technology	$259K	0.2%	1,883	—
101	—	ISHARES TR - S&P 500 VAL ETF	—	$251K	0.2%	1,100	—
102	$GS	GOLDMAN SACHS GROUP INC	Financials	$248K	0.2%	276	—
103	$CII	BlackRock Enhanced Large Cap Core Fund, Inc.	Other	$240K	0.2%	10K	—
104	$DIS	Walt Disney Co	Communication Services	$238K	0.2%	2,270	-3%
105	$BABA	Alibaba Group Holding Ltd	Consumer Discretionary	$237K	0.2%	2,200	—
106	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$232K	0.2%	255	—
107	$SLB	SLB LIMITED/NV	Energy	$232K	0.2%	4,757	New
108	$AVK	ADVENT CONVERTIBLE & INCOME FUND	Other	$229K	0.2%	20K	-2%
109	$DASH	DoorDash, Inc.	Consumer Discretionary	$223K	0.1%	1,217	+1%
110	$CNC	CENTENE CORP	Healthcare	$218K	0.1%	3,508	New
111	$ALAB	Astera Labs, Inc.	Technology	$214K	0.1%	600	—
112	$KMI	KINDER MORGAN, INC.	Energy	$212K	0.1%	7,026	+0.1%
113	$AMGN	AMGEN INC	Healthcare	$211K	0.1%	500	New
114	$SCHW	SCHWAB CHARLES CORP	Financials	$205K	0.1%	2,100	-32%
115	$NFJ	Virtus Dividend, Interest & Premium Strategy Fund	Financials	$202K	0.1%	13K	+2%
116	$PFN	PIMCO Income Strategy Fund II	Other	$187K	0.1%	30K	—
117	$GRAB	Grab Holdings Ltd	Industrials	$184K	0.1%	59K	+56%
118	$VCV	Invesco California Value Municipal Income Trust	—	$180K	0.1%	20K	—
119	$MOBX	MOBIX LABS, INC	Technology	$173K	0.1%	204K	—
120	$MFG	MIZUHO FINANCIAL GROUP INC	Financials	$171K	0.1%	16K	-39%
121	$JOBY	Joby Aviation, Inc.	Industrials	$169K	0.1%	28K	-18%
122	$AGNC	AGNC Investment Corp.	Real Estate	$118K	0.1%	13K	-7%
123	$FSM	FORTUNA MINING CORP.	Materials	$114K	0.1%	10K	New
124	$CEV	Eaton Vance California Municipal Income Trust	—	$101K	0.1%	10K	-38%
125	$VERI	Veritone, Inc.	Technology	$78K	0.1%	66K	-6%
126	$SERV	Serve Robotics Inc. /DE/	Industrials	$53K	0.0%	12K	-15%
127	$NAUT	Nautilus Biotechnology, Inc.	Healthcare	$17K	0.0%	12K	-8%
128	—	MOBIX LABS INC - *W EXP 12/21/202	—	$2K	0.0%	20K	—

What changed in Q3 2026

Against the previous quarter's 13F: 18 new, 43 added to, 41 trimmed, 22 sold out. Share-count changes; largest moves by dollar size first.

New positions (18)

$BLZEBackblaze, Inc.$1.4M
first bought this quarter
ISHARES TR - EAFE VALUE ETF$920K
first bought this quarter
$IONQIonQ, Inc.$763K
first bought this quarter
$PPLTabrdn Platinum ETF Trust$762K
first bought this quarter
$TLNTalen Energy Corp$578K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$492K
first bought this quarter

+12 more in the Excel export

Added to (43)

$MRVLMarvell Technology, Inc.+52%
now $3.9M
PIMCO ETF TR - 15+ YR US TIPS+77%
now $2.3M
$APHAMPHENOL CORP /DE/+101%
now $1.2M
BARCLAYS BANK PLC - IPATH S&P 500 SH+211%
now $863K
$IBMINTERNATIONAL BUSINESS MACHINES CORP+215%
now $665K
$SLViShares Silver Trust+30%
now $1.6M

+37 more in the Excel export

Trimmed (41)

$MUMICRON TECHNOLOGY INC-14%
now $11.2M
SELECT SECTOR SPDR TR - ST STR STAPL ETF-81%
now $291K
SELECT SECTOR SPDR TR - ST STR CARE ETF-70%
now $428K
INVESCO EXCHANGE TRADED FD T - S&P500 EQL ENR-62%
now $453K
SELECT SECTOR SPDR TR - ST STR ENERG ETF-32%
now $1.1M
$CATCATERPILLAR INC-16%
now $2.3M

+35 more in the Excel export

Sold out (22)

SPDR SERIES TRUST - ST STR SP REGBNKwas $934K
$FCXFREEPORT-MCMORAN INCwas $736K
held 5 qtrs
$NCLHNorwegian Cruise Line Holdings Ltd.was $692K
held 1 qtr
$CSCOCISCO SYSTEMS, INC.was $589K
held 1 qtr
SELECT SECTOR SPDR TR - ST STR UTIL ETFwas $558K
ADVISORSHARES TR - RANGER EQUITY BEwas $550K

+16 more in the Excel export

Firm AUM (Form ADV): $190.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Vanguard Capital Wealth Advisors has filed, 33 earlier quarters. Pick one to see what it held then.

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Portfolio Overview

Vanguard Capital Wealth Advisors disclosed 128 positions worth $144.6M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 12.6% of the equity portfolio, followed by $NVDA and $MU. During the quarter the fund opened 18 new positions and exited 22 — including a new stake in $BLZE. The portfolio is most concentrated in Technology (50.5% of disclosed assets). All figures are sourced directly from Vanguard Capital Wealth Advisors’s Form 13F-HR filing with the SEC under CIK 1730578.

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