Vanguard Capital Wealth Advisors

CIK

1730578

Location

DENVER, CO

Portfolio Value

Small $120,818,443

Diversification

Diversified

Filing Date

Global Rank

#1,726 / 3,203 ▲ 4163

Top Industry

Semiconductors 29.9%

3Y Alpha vs SPY

+7.6%

Period ended 30 days ago

Filed Jul 23, 2026 · 7d

24 quarters · since Jun 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+98.1%

SPY

+65.3%

Annualised alpha

+7.4%

Max drawdown

−23.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

99 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.9%

−2.5 pts

Top 5

44.5%

+4.1 pts

Top 10

58.3%

+5.1 pts

HHI

517

Diversified+33

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	49.3%	$59,512,522	24
Industrials	12.5%	$15,156,589	10
Financial Services	10.5%	$12,740,355	23
Consumer Cyclical	10.2%	$12,353,836	7
Energy	4.6%	$5,551,864	9
Communication Services	4.3%	$5,247,160	5
Healthcare	3.5%	$4,245,114	9
Unclassified	2.2%	$2,697,666	5
Consumer Defensive	1.1%	$1,356,499	3
Utilities	0.9%	$1,068,425	2
Basic Materials	0.6%	$735,813	1
Real Estate	0.1%	$152,600	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZE	Amaze Holdings, Inc.	+175,000	203,696	$25,869
MFG	Mizuho Financial Group Inc	+12,500	25,243	$241,827
JOBY	Joby Aviation, Inc.	+11,530	33,930	$302,655
FCX	Freeport-Mcmoran Inc	+7,906	11,700	$735,813
CCJ	Cameco Corp	+7,637	21,885	$2,229,206
NFLX	Netflix Inc	+5,130	14,150	$1,010,310
AMZN	Amazon Com Inc	+3,857	32,488	$7,743,189
BA	Boeing Co	+3,850	16,874	$3,652,714
MS	Morgan Stanley	+3,625	15,886	$3,320,809
COLB	Columbia Banking System, Inc.	+2,800	16,525	$529,626
NVDA	Nvidia Corp	+2,758	52,163	$10,437,294
PANW	Palo Alto Networks Inc	+2,705	6,151	$2,097,614
INTC	Intel Corp	+1,525	19,479	$2,719,852
QCOM	Qualcomm Inc/De	+450	2,350	$434,256
NFJ	Virtus Dividend, Interest & Premium Strategy Fund	+250	13,155	$199,824
MSFT	Microsoft Corp	+218	3,139	$1,170,909
BAC	Bank Of America Corp /De/	+206	28,181	$1,605,753
HPF	John Hancock Preferred Income Fund II	+200	20,000	$317,400
BMY	Bristol Myers Squibb Co	+200	9,127	$525,897
ABBV	AbbVie Inc.	+167	3,858	$970,827
LLY	ELI LILLY & Co	+154	735	$881,581
AOD	abrdn Total Dynamic Dividend Fund	+126	31,820	$328,064
TPL	Texas Pacific Land Corp	+75	1,230	$538,297
AMD	Advanced Micro Devices Inc	+70	1,520	$882,983
IBM	International Business Machines Corp	+50	960	$269,961
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MOBX	Mobix Labs, Inc	−1,249,642	203,774	$427,925
AEF	abrdn Emerging Markets ex-China Fund, Inc.	−106,005	120,689	$1,158,614
VLO	Valero Energy Corp/Tx	−4,122	1,912	$497,961
D	Dominion Energy, Inc	−4,100	10,800	$737,532
VZ	Verizon Communications Inc	−3,448	8,567	$362,726
AAPL	Apple Inc.	−1,931	53,924	$15,603,448
MU	Micron Technology Inc	−1,454	12,191	$14,071,949
UNG	United States Natural Gas Fund, LP	−1,000	23,500	$275,420
CEV	Eaton Vance California Municipal Income Trust	−1,000	16,000	$168,320
SERV	Serve Robotics Inc. /DE/	−800	13,500	$88,830
SLV	iShares Silver Trust	−695	23,089	$1,234,568
JPM	Jpmorgan Chase & Co	−649	1,425	$466,445
UEC	Uranium Energy Corp	−500	34,000	$362,440
XOM	ExxonMobil Holdings Corp	−400	3,282	$448,715
PG	PROCTER & GAMBLE Co	−146	3,428	$502,681
AVGO	Broadcom Inc.	−120	8,321	$3,143,257
CAT	Caterpillar Inc	−107	3,434	$3,656,866
GLD	Spdr Gold Trust	−100	1,077	$396,745
KMI	Kinder Morgan, Inc.	−92	7,018	$224,365
MPC	Marathon Petroleum Corp	−51	1,640	$419,298
TSLA	Tesla, Inc.	−47	5,325	$2,239,695
JNJ	Johnson & Johnson	−37	1,191	$302,478
GOOGL	Alphabet Inc.	−36	4,783	$1,709,300
PSX	Phillips 66	−18	2,156	$364,471
ARWR	Arrowhead Pharmaceuticals, Inc.	−15	8,785	$716,065
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	9,611	$2,863,020
LRCX	Lam Research Corp	1,600	$693,328
NCLH	Norwegian Cruise Line Holdings Ltd.	32,800	$692,408
CSCO	Cisco Systems, Inc.	5,011	$588,592
MMM	3M Co	2,810	$454,967
SNDK	Sandisk Corp	166	$377,439
RKLB	Rocket Lab Corp	3,316	$337,071
WDC	Western Digital Corp	503	$321,276
ALAB	Astera Labs, Inc.	600	$289,812
SCHW	Schwab Charles Corp	3,100	$286,037
SPCX	Space Exploration Technologies Corp	1,401	$239,374
IAU	Ishares Gold Trust	3,014	$227,587
DASH	DoorDash, Inc.	1,200	$221,436
PCAR	Paccar Inc	1,687	$202,642
GRAB	Grab Holdings Ltd	37,920	$142,958
NMR	Nomura Holdings Inc	12,920	$113,437
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
APA	APA Corp	24,950	$1,058,878
DINO	HF Sinclair Corp	15,132	$944,085
COP	Conocophillips	5,800	$765,600
DVN	Devon Energy Corp/De	14,012	$705,083
AA	Alcoa Corp	7,040	$466,963
HON	Honeywell International Inc	1,435	$324,353
T	At&T Inc.	9,869	$286,102
V	Visa Inc.	929	$280,780
DAR	Darling Ingredients Inc.	3,795	$234,720
KGC	Kinross Gold Corp	7,200	$219,744
ADM	Archer-Daniels-Midland Co	2,950	$214,435
ET	Energy Transfer LP	10,010	$193,193
CCU	United Breweries Co Inc	12,664	$143,736
IBRX	ImmunityBio, Inc.	10,000	$76,700
CIG	Energy Co Of Minas Gerais	17,627	$42,128
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

99 tracked positions · $120,818,443 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 99 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	53,924	-1,931	$15,603,448	+10.1%	12.91%
MU	Micron Technology Inc Technology	Reduced	12,191	-1,454	$14,071,949	+205.3%	11.65%
NVDA	Nvidia Corp Technology	Added	52,163	+2,758	$10,437,294	+21.1%	8.64%
AMZN	Amazon Com Inc Consumer Cyclical	Added	32,488	+3,857	$7,743,189	+29.9%	6.41%
URI	United Rentals, Inc. Industrials	Held	5,266	0	$5,965,798	+55.5%	4.94%
CAT	Caterpillar Inc Industrials	Reduced	3,434	-107	$3,656,866	+45.8%	3.03%
BA	Boeing Co Industrials	Added	16,874	+3,850	$3,652,714	+40.9%	3.02%
MS	Morgan Stanley Financial Services	Added	15,886	+3,625	$3,320,809	+64.6%	2.75%
AVGO	Broadcom Inc. Technology	Reduced	8,321	-120	$3,143,257	+20.3%	2.60%
MRVL	Marvell Technology, Inc. Technology	NEW	9,611	NEW	$2,863,020	NEW	2.37%
INTC	Intel Corp Technology	Added	19,479	+1,525	$2,719,852	+243.3%	2.25%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,325	-47	$2,239,695	+12.2%	1.85%
CCJ	Cameco Corp Energy	Added	21,885	+7,637	$2,229,206	+44.1%	1.85%
PANW	Palo Alto Networks Inc Technology	Added	6,151	+2,705	$2,097,614	+279.7%	1.74%
META	Meta Platforms, Inc. Communication Services	Reduced	3,443	-9	$1,939,407	−1.8%	1.61%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,783	-36	$1,709,300	+23.3%	1.41%
BAC	Bank Of America Corp /De/ Financial Services	Added	28,181	+206	$1,605,753	+17.7%	1.33%
SLV	iShares Silver Trust	Reduced	23,089	-695	$1,234,568	−23.8%	1.02%
APH	Amphenol Corp /De/ Technology	Held	6,900	0	$1,216,608	+39.5%	1.01%
MSFT	Microsoft Corp Technology	Added	3,139	+218	$1,170,909	+8.3%	0.97%
AEF	abrdn Emerging Markets ex-China Fund, Inc. Financial Services	Reduced	120,689	-106,005	$1,158,614	−29.9%	0.96%
NFLX	Netflix Inc Communication Services	Added	14,150	+5,130	$1,010,310	+16.5%	0.84%
ABBV	AbbVie Inc. Healthcare	Added	3,858	+167	$970,827	+20.9%	0.80%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,923	0	$962,249	+4.4%	0.80%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,287	+12	$888,508	−12.7%	0.74%
AMD	Advanced Micro Devices Inc Technology	Added	1,520	+70	$882,983	+199.3%	0.73%
LLY	ELI LILLY & Co Healthcare	Added	735	+154	$881,581	+65.0%	0.73%
D	Dominion Energy, Inc Utilities	Reduced	10,800	-4,100	$737,532	−19.9%	0.61%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	11,700	+7,906	$735,813	+229.9%	0.61%
DELL	Dell Technologies Inc. Technology	Held	1,700	0	$733,482	+162.9%	0.61%
ARWR	Arrowhead Pharmaceuticals, Inc. Healthcare	Reduced	8,785	-15	$716,065	+29.8%	0.59%
LRCX	Lam Research Corp Technology	NEW	1,600	NEW	$693,328	NEW	0.57%
NCLH	Norwegian Cruise Line Holdings Ltd. Consumer Cyclical	NEW	32,800	NEW	$692,408	NEW	0.57%
STX	Seagate Technology Holdings plc Technology	Added	652	+2	$629,180	+147.1%	0.52%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,401	+7	$615,274	+9.6%	0.51%
CSCO	Cisco Systems, Inc. Technology	NEW	5,011	NEW	$588,592	NEW	0.49%
QQQ	Invesco Qqq Trust, Series 1	Held	765	0	$563,346	+27.6%	0.47%
TPL	Texas Pacific Land Corp Energy	Added	1,230	+75	$538,297	−1.8%	0.45%
COLB	Columbia Banking System, Inc. Financial Services	Added	16,525	+2,800	$529,626	+40.7%	0.44%
BMY	Bristol Myers Squibb Co Healthcare	Added	9,127	+200	$525,897	−2.9%	0.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,428	-146	$502,681	−2.6%	0.42%
VLO	Valero Energy Corp/Tx Energy	Reduced	1,912	-4,122	$497,961	−66.6%	0.41%
CVX	Chevron Corp Energy	Added	2,818	+50	$467,111	−18.4%	0.39%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,425	-649	$466,445	−23.5%	0.39%
C	Citigroup Inc Financial Services	Held	3,260	0	$456,269	+23.4%	0.38%
MMM	3M Co Industrials	NEW	2,810	NEW	$454,967	NEW	0.38%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,282	-400	$448,715	−28.2%	0.37%
QCOM	Qualcomm Inc/De Technology	Added	2,350	+450	$434,256	+77.5%	0.36%
MOBX	Mobix Labs, Inc Technology	Reduced	203,774	-1,249,642	$427,925	−11.8%	0.35%
MPC	Marathon Petroleum Corp Energy	Reduced	1,640	-51	$419,298	+1.5%	0.35%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.