Position in V
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$20,104,702
+$1,979,659 QoQ
Shares Held
66,519
+28.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $52,175,914 across 8 Credit Services names. V ranks #1 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
66,519 | $20,104,702 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
263,292 | $11,908,697 | |
| 3 | MA |
Mastercard Inc
|
14,499 | $7,244,570 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
380,821 | $6,047,437 | |
| 5 | AXP |
American Express Co
|
10,457 | $3,163,033 | |
| 6 | COF |
Capital One Financial Corp
|
13,005 | $2,372,502 | |
| 7 | KLAR |
Klarna Group plc
|
84,748 | $1,109,351 | |
| 8 | SYF |
Synchrony Financial
|
3,317 | $225,622 |
All Filings in V
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,104,702 | 66,519 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $18,125,043 | 51,681 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $17,926,887 | 52,513 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $18,948,663 | 53,369 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $18,476,952 | 52,722 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $17,784,202 | 56,272 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $14,779,662 | 53,754 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $14,680,734 | 55,933 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $15,779,741 | 56,542 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,890,462 | 61,035 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $14,814,944 | 64,410 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $14,960,052 | 62,995 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $13,668,512 | 60,625 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,512,448 | 50,599 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $9,058,551 | 50,991 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $10,077,420 | 51,183 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,222,853 | 55,115 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $12,240,214 | 56,482 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $12,563,322 | 56,401 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||