Vanguard Capital Wealth Advisors

CIK 0001730578 · DENVER, CO · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

Vanguard Capital Wealth Advisors reported 132 positions worth $147.6M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: AAPL (10.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$147.6M
2026 Q2
Positions
132
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.2%
Est. Net Flow (Q)
2026 Q2
10 / 132 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$15.6M10.57%53,924
2MUMICRON TECHNOLOGY INCSH$14.1M9.53%12,191
3NVDANVIDIA CORPORATIONSH$10.4M7.07%52,163
4AMZNAMAZON COM INCSH$7.7M5.25%32,488
5URIUNITED RENTALS INCSH$6.0M4.04%5,266
6GOOGALPHABET INCSH$5.0M3.36%14,046
7CATCATERPILLAR INCSH$3.7M2.48%3,434
8BABOEING COSH$3.7M2.47%16,874
9MSMORGAN STANLEYSH$3.3M2.25%15,886
10AVGOBROADCOM INCSH$3.1M2.13%8,321

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Vanguard Capital Wealth Advisors hold as of Q2 2026?

Vanguard Capital Wealth Advisors reported 132 positions worth $147.6M in its Q2 2026 13F filing. Largest positions: AAPL (10.6%), MU (9.5%), NVDA (7.1%), AMZN (5.2%) and URI (4.0%).

What did Vanguard Capital Wealth Advisors buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Vanguard Capital Wealth Advisors sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.