U.S. Capital Wealth Advisors, LLC Portfolio Holdings
U.S. Capital Wealth Advisors, LLC
- $3.48 Billion
- Q4 2025
U.S. Capital Wealth Advisors, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $3.48 Billion distributed in 988 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $104M, Apple Inc. with a value of $99.4M, High Peak Energy, Inc. with a value of $83.2M, Enterprise Products Partners L.P. with a value of $73.6M, and Spdr S&P 500 ETF Trust with a value of $71.7M.
Examining the 13F form we can see an increase of $46.6M in the current position value, from $3.44B to 3.48B.
U.S. Capital Wealth Advisors, LLC is based out at Austin, TX
Below you can find more details about U.S. Capital Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 988
- Current Value $3.48 Billion
- Prior Value $3.44 Billion
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 107 stocks
- Additional Purchases 472 stocks
- Sold out of 0 stocks
- Reduced holdings in 323 stocks