Vanguard Capital Wealth Advisors Portfolio Holdings

Vanguard Capital Wealth Advisors

  • $120 Million
  • Q3 2025

Vanguard Capital Wealth Advisors has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $120 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.1M, Nvidia Corp with a value of $9.48M, Amazon Com Inc with a value of $6.32M, United Rentals, Inc. with a value of $5.07M, and Aberdeen Emerging Markets Equity Income Fund, Inc. with a value of $4.18M.

Examining the 13F form we can see an increase of $21.3M in the current position value, from $98.5M to 120M.

Below you can find more details about Vanguard Capital Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $120 Million
Technology: $36.2 Million
ETFs: $20.3 Million
Financial Services: $15 Million
Consumer Cyclical: $12.1 Million
Industrials: $10.3 Million
Communication Services: $9.91 Million
Energy: $6.72 Million
Healthcare: $4.09 Million
Other: $5.16 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.1B
$3.36 Million 2.8% of portfolio
79,336
Q3 2025 Added 28.63%
$0
$1.99 Million 1.66% of portfolio
121,453
Q3 2025 Added 73.43%
$65.3B
$1.87 Million 1.56% of portfolio
25,702
Q3 2025 New
$0
$1.8 Million 1.5% of portfolio
23,535
Q3 2025 Added 12.47%
$0
$1.43 Million 1.19% of portfolio
54,114
Q3 2025 Added 0.28%
$0
$1.37 Million 1.14% of portfolio
14,675
Q3 2025 New
$0
$1.24 Million 1.03% of portfolio
42,533
Q3 2025 Reduced 1.35%
$0
$1.07 Million 0.89% of portfolio
14,874
Q3 2025 New
$0
$998,000 0.83% of portfolio
36,565
Q3 2025 Added 2.37%
$0
$592,000 0.49% of portfolio
18,574
Q3 2025 Reduced 6.16%
$0
$567,000 0.47% of portfolio
22,071
Q3 2025 Added 0.3%
$1.09B
$548,000 0.46% of portfolio
6,101
Q3 2025 Reduced 72.42%
$0
$512,000 0.43% of portfolio
9,611
Q3 2025 Reduced 6.21%
$0
$510,000 0.43% of portfolio
19,842
Q3 2025 Added 2.5%
$130B
$459,000 0.38% of portfolio
1,292
Q3 2025 Added 1.65%
$0
$456,000 0.38% of portfolio
4,728
Q3 2025 Added 0.98%
$0
$393,000 0.33% of portfolio
23,159
Q3 2025 Reduced 9.62%
$0
$342,000 0.29% of portfolio
9,416
Q3 2025 New
$0
$347,000 0.29% of portfolio
3,886
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $120 Million
  • Prior Value $98.5 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
Track This Portfolio

Track Vanguard Capital Wealth Advisors Portfolio

Follow Vanguard Capital Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vanguard Capital Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Capital Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email