Vanguard Capital Wealth Advisors
Filing Date
Global Rank
#5,523
/ 8,232
▼ 3
Top Industry
Semiconductors
19.8%
3Y Alpha vs SPY
+7.1%
Period ended 2 months ago
Filed Apr 21, 2026 · 53d
23 quarters · since Jun 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+109.7%
SPY
+76.5%
Annualised alpha
+7.1%
Max drawdown
−23.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
98 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.4%
+1.0 pts
Top 5
40.4%
+1.0 pts
Top 10
53.2%
+0.0 pts
HHI
485
Diversified+19
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.6% | $35,511,039 |
| Financial Services | 12.0% | $11,009,126 |
| Energy | 10.8% | $9,963,812 |
| Industrials | 10.6% | $9,787,096 |
| Consumer Cyclical | 10.4% | $9,614,192 |
| Communication Services | 5.8% | $5,342,992 |
| Healthcare | 4.0% | $3,671,126 |
| Unclassified | 3.1% | $2,856,019 |
| Consumer Defensive | 2.1% | $1,924,371 |
| Utilities | 1.4% | $1,273,919 |
| Basic Materials | 1.0% | $909,718 |
| Real Estate | 0.2% | $140,420 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MOBX | Mobix Labs, Inc | +70,000 | 1,453,416 | $485,440 | |
| D | Dominion Energy, Inc | +8,800 | 14,900 | $921,118 | |
| VLO | Valero Energy Corp/Tx | +4,004 | 6,034 | $1,490,880 | |
| MFG | Mizuho Financial Group Inc | +700 | 12,743 | $101,179 | |
| COP | Conocophillips | +650 | 5,800 | $765,600 | |
| HPF | John Hancock Preferred Income Fund II | +600 | 19,800 | $309,078 | |
| TSLA | Tesla, Inc. | +509 | 5,372 | $1,997,041 | |
| CVX | Chevron Corp | +400 | 2,768 | $572,699 | |
| PANW | Palo Alto Networks Inc | +361 | 3,446 | $552,462 | |
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund | +295 | 12,905 | $162,732 | |
| GOOGL | Alphabet Inc. | +36 | 4,819 | $1,385,751 | |
| HON | Honeywell International Inc | +31 | 1,435 | $324,353 | |
| AVK | Advent Convertible & Income Fund | +30 | 20,345 | $227,050 | |
| IDA | Idacorp Inc | +13 | 2,173 | $310,673 | |
| MCD | Mcdonalds Corp | +10 | 3,275 | $1,017,837 | |
| JPM | Jpmorgan Chase & Co | +8 | 2,074 | $610,087 | |
| LLY | ELI LILLY & Co | +6 | 581 | $534,386 | |
| DIS | Walt Disney Co | +3 | 2,342 | $225,721 | |
| GILD | Gilead Sciences, Inc. | +3 | 1,892 | $263,688 | |
| GS | Goldman Sachs Group Inc | +1 | 276 | $233,493 | |
| BMY | Bristol Myers Squibb Co | +1 | 8,927 | $541,422 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AEF | abrdn Emerging Markets ex-China Fund, Inc. | −225,015 | 226,694 | $1,652,599 | |
| CCU | United Breweries Co Inc | −56,459 | 12,664 | $143,736 | |
| VZ | Verizon Communications Inc | −36,532 | 12,015 | $603,153 | |
| CIG | Energy Co Of Minas Gerais | −32,673 | 17,627 | $42,128 | |
| VCV | Invesco California Value Municipal Income Trust | −10,000 | 20,000 | $208,800 | |
| AMZE | Amaze Holdings, Inc. | −10,000 | 28,696 | $5,366 | |
| SLV | iShares Silver Trust | −8,508 | 23,784 | $1,620,641 | |
| CCJ | Cameco Corp | −8,150 | 14,248 | $1,547,475 | |
| UEC | Uranium Energy Corp | −7,500 | 34,500 | $465,750 | |
| NVDA | Nvidia Corp | −7,067 | 49,405 | $8,616,232 | |
| UNG | United States Natural Gas Fund, LP | −5,000 | 24,500 | $287,385 | |
| AWF | Alliancebernstein Global High Income Fund Inc | −5,000 | 40,000 | $406,800 | |
| PSX | Phillips 66 | −4,724 | 2,174 | $396,059 | |
| FCX | Freeport-Mcmoran Inc | −3,156 | 3,794 | $223,011 | |
| MU | Micron Technology Inc | −3,130 | 13,645 | $4,609,826 | |
| C | Citigroup Inc | −3,121 | 3,260 | $369,716 | |
| RQI | Cohen & Steers Quality Income Realty Fund Inc | −3,000 | 32,000 | $385,600 | |
| AGNC | AGNC Investment Corp. | −3,000 | 14,000 | $140,420 | |
| BA | Boeing Co | −2,313 | 13,024 | $2,592,166 | |
| NFLX | Netflix Inc | −1,890 | 9,020 | $867,273 | |
| MS | Morgan Stanley | −1,705 | 12,261 | $2,017,792 | |
| VERI | Veritone, Inc. | −1,700 | 69,750 | $137,407 | |
| BAC | Bank Of America Corp /De/ | −1,693 | 27,975 | $1,363,781 | |
| INTC | Intel Corp | −1,450 | 17,954 | $792,310 | |
| AOD | abrdn Total Dynamic Dividend Fund | −1,307 | 31,694 | $291,901 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| APA | APA Corp | 24,950 | $1,058,878 | |
| DINO | HF Sinclair Corp | 15,132 | $944,085 | |
| DVN | Devon Energy Corp/De | 14,012 | $705,083 | |
| TPL | Texas Pacific Land Corp | 1,155 | $548,116 | |
| AA | Alcoa Corp | 7,040 | $466,963 | |
| STX | Seagate Technology Holdings plc | 650 | $254,644 | |
| KMI | Kinder Morgan, Inc. | 7,110 | $238,398 | |
| DAR | Darling Ingredients Inc. | 3,795 | $234,720 | |
| ETN | Eaton Corp plc | 614 | $219,609 | |
| ADM | Archer-Daniels-Midland Co | 2,950 | $214,435 | |
| JOBY | Joby Aviation, Inc. | 22,400 | $185,024 | |
| CEV | Eaton Vance California Municipal Income Trust | 17,000 | $171,190 | |
| SERV | Serve Robotics Inc. /DE/ | 14,300 | $120,692 | |
| IBRX | ImmunityBio, Inc. | 10,000 | $76,700 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RIO | Rio Tinto PLC | 11,932 | $954,917 | |
| IAU | Ishares Gold Trust | 8,918 | $723,874 | |
| MMM | 3M Co | 4,458 | $713,725 | |
| KOF | Coca Cola Femsa Sab De CV | 5,637 | $533,880 | |
| NEM | NEWMONT Corp /DE/ | 5,158 | $515,026 | |
| TECK | Teck Resources Ltd | 10,200 | $488,478 | |
| MP | MP Materials Corp. / DE | 8,201 | $414,314 | |
| AMAT | Applied Materials Inc /De | 1,408 | $361,841 | |
| AEM | Agnico Eagle Mines Ltd | 2,105 | $356,860 | |
| AMRC | Ameresco, Inc. | 11,000 | $322,190 | |
| ADT | ADT Inc. | 37,473 | $302,407 | |
| UNH | Unitedhealth Group Inc | 802 | $264,748 | |
| DASH | DoorDash, Inc. | 1,000 | $226,480 | |
| ALAB | Astera Labs, Inc. | 1,325 | $220,427 | |
| MA | Mastercard Inc | 366 | $208,942 | |
| PPLT | abrdn Platinum ETF Trust | 1,101 | $205,259 | |
| BKR | Baker Hughes Co | 4,400 | $200,376 | |
| KEP | Korea Electric Power Corp | 10,150 | $167,475 | |
| VALE | Vale S.A. | 10,500 | $136,815 | |
| GGN | GAMCO Global Gold, Natural Resources & Income Trust | 17,978 | $92,766 | |
| NIO | NIO Inc. | 12,500 | $63,750 | |
| No positions match the current search. | ||||
98 positions ·
$92,003,830 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 98 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 55,855 | $14,175,440 | 15.41% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 49,405 | $8,616,232 | 9.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 28,631 | $5,962,978 | 6.48% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 13,645 | $4,609,826 | 5.01% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 5,266 | $3,836,596 | 4.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 8,441 | $2,612,573 | 2.84% | |
| BA |
Boeing Co
Industrials
|
Reduced | 13,024 | $2,592,166 | 2.82% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 3,541 | $2,508,656 | 2.73% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 12,261 | $2,017,792 | 2.19% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 5,372 | $1,997,041 | 2.17% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,452 | $1,974,992 | 2.15% | |
| AEF |
abrdn Emerging Markets ex-China Fund, Inc.
Financial Services
|
Reduced | 226,694 | $1,652,599 | 1.80% | |
| SLV |
iShares Silver Trust
|
Reduced | 23,784 | $1,620,641 | 1.76% | |
| CCJ |
Cameco Corp
Energy
|
Reduced | 14,248 | $1,547,475 | 1.68% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 6,034 | $1,490,880 | 1.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,819 | $1,385,751 | 1.51% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 27,975 | $1,363,781 | 1.48% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,921 | $1,081,266 | 1.18% | |
| APA |
APA Corp
Energy
|
NEW | 24,950 | $1,058,878 | 1.15% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 3,275 | $1,017,837 | 1.11% | |
| DINO |
HF Sinclair Corp
Energy
|
NEW | 15,132 | $944,085 | 1.03% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,923 | $921,501 | 1.00% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 14,900 | $921,118 | 1.00% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 6,900 | $871,815 | 0.95% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 9,020 | $867,273 | 0.94% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 3,691 | $802,755 | 0.87% | |
| INTC |
Intel Corp
Technology
|
Reduced | 17,954 | $792,310 | 0.86% | |
| COP |
Conocophillips
Energy
|
Added | 5,800 | $765,600 | 0.83% | |
| DVN |
Devon Energy Corp/De
Energy
|
NEW | 14,012 | $705,083 | 0.77% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 3,682 | $624,688 | 0.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,074 | $610,087 | 0.66% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 12,015 | $603,153 | 0.66% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,768 | $572,699 | 0.62% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 3,394 | $561,163 | 0.61% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,446 | $552,462 | 0.60% | |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
Reduced | 8,800 | $551,760 | 0.60% | |
| TPL |
Texas Pacific Land Corp
Energy
|
NEW | 1,155 | $548,116 | 0.60% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 8,927 | $541,422 | 0.59% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 581 | $534,386 | 0.58% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 3,574 | $516,228 | 0.56% | |
| GLD |
Spdr Gold Trust
|
Held | 1,177 | $506,451 | 0.55% | |
| MOBX |
Mobix Labs, Inc
Technology
|
Added | 1,453,416 | $485,440 | 0.53% | |
| AA |
Alcoa Corp
Basic Materials
|
NEW | 7,040 | $466,963 | 0.51% | |
| UEC |
Uranium Energy Corp
Energy
|
Reduced | 34,500 | $465,750 | 0.51% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 765 | $441,542 | 0.48% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 1,691 | $412,908 | 0.45% | |
| AWF |
Alliancebernstein Global High Income Fund Inc
Financial Services
|
Reduced | 40,000 | $406,800 | 0.44% | |
| PSX |
Phillips 66
Energy
|
Reduced | 2,174 | $396,059 | 0.43% | |
| RQI |
Cohen & Steers Quality Income Realty Fund Inc
Financial Services
|
Reduced | 32,000 | $385,600 | 0.42% | |
| COLB |
Columbia Banking System, Inc.
Financial Services
|
Held | 13,725 | $376,476 | 0.41% |