U.S. Capital Wealth Advisors, LLC

CIK

1808915

City

AUSTIN

State / Country

TX

Stock

DBL — DoubleLine Opportunistic Credit Fund

Top Portfolio Positions

561 positions · $2,646,725,297 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	616,338	$107,489,347	4.06%
SPY	Spdr S&P 500 ETF Trust	155,152	$100,901,551	3.81%
AAPL	Apple Inc. Technology	397,504	$100,882,540	3.81%
HPK	HighPeak Energy, Inc. Energy	13,885,172	$95,807,686	3.62%
EPD	Enterprise Products Partners L.P. Energy	2,286,743	$86,530,355	3.27%
MSFT	Microsoft Corp Technology	138,169	$51,146,018	1.93%
XOM	Exxon Mobil Corp Energy	295,742	$50,175,587	1.90%
QQQ	Invesco Qqq Trust, Series 1	85,383	$49,281,359	1.86%
AMZN	Amazon Com Inc Consumer Cyclical	218,489	$45,504,704	1.72%
CVX	Chevron Corp Energy	208,655	$43,170,719	1.63%

Portfolio Trend

19 quarters · across all stocks

Holdings in DBL

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$204,400	14,000	-78.7%	Shares	Sole	2026-04-07
2025-12-31	$1,003,053	65,774	+11.9%	Shares	Sole	2026-01-23
2025-09-30	$915,698	58,774	+23.8%	Shares	Sole	2025-10-09
2025-06-30	$729,980	47,463	+1.8%	Shares	Sole	2025-07-14
2025-03-31	$728,733	46,624	-2.5%	Shares	Sole	2025-04-29
2024-12-31	$741,117	47,814	+3.6%	Shares	Sole	2025-01-24
2024-09-30	$729,998	46,144	+9.1%	Shares	Sole	2024-10-22
2024-06-30	$649,635	42,294	+1.7%	Shares	Sole	2024-07-11
2024-03-31	$641,379	41,594	+21.2%	Shares	Sole	2024-05-10
2023-12-31	$526,873	34,324	+2.3%	Shares	Sole	2024-02-06
2023-09-30	$488,998	33,539	-0.5%	Shares	Sole	2023-10-19
2023-06-30	$489,132	33,710	+18.4%	Shares	Sole	2023-08-04
2023-03-31	$403,562	28,460	0.0%	Shares	Sole	2023-05-11
2022-12-31	$422,631	28,460	-43.7%	Shares	Sole	2023-02-03
2021-09-30	$996,747	50,545	—	Shares	Sole	2021-11-01
No 13F history on record for this holder in this stock.