Filed: 7/23/2026ACC: 0001730578-26-000003
📋 What this filing means
VANGUARD CAPITAL WEALTH ADVISORS filed this quarterly 13F‑HR report disclosing 132 equity positions with a total reported market value of $147.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
132
Positions
$147.60M
Total AUM (reported)
2.14M
Total Shares
Allocation by class
COM$101.79M69.0%
CAP STK CL C$4.96M3.4%
COM NEW$4.47M3.0%
CL A$3.38M2.3%
CAP STK CL A$1.71M1.2%
US LRG CAP ETF$1.65M1.1%
ST STR STAPL ETF$1.60M1.1%
Portfolio Concentration
Top 3$40.11M27.2%
4–10$32.45M22.0%
11–25$27.62M18.7%
Rest$47.42M32.1%
Top 3 weight
27.2%
Top 10 weight
49.2%
Voting Authority Distribution
Total shares with voting rights: 2.14M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole132
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings132
Rows:
APPLE INC
SOLEShares53.92K
TypeSH
Market value$15.60M
10.57%
Sole
0.00
Shared
0.00
None
53.92K
MICRON TECHNOLOGY INC
SOLEShares12.19K
TypeSH
Market value$14.07M
9.53%
Sole
0.00
Shared
0.00
None
12.19K
NVIDIA CORPORATION
SOLEShares52.16K
TypeSH
Market value$10.44M
7.07%
Sole
0.00
Shared
0.00
None
52.16K
AMAZON COM INC
SOLEShares32.49K
TypeSH
Market value$7.74M
5.25%
Sole
0.00
Shared
0.00
None
32.49K
UNITED RENTALS INC
SOLEShares5.27K
TypeSH
Market value$5.97M
4.04%
Sole
0.00
Shared
0.00
None
5.27K
ALPHABET INC
SOLEShares14.05K
TypeSH
Market value$4.96M
3.36%
Sole
0.00
Shared
0.00
None
14.05K
CATERPILLAR INC
SOLEShares3.43K
TypeSH
Market value$3.66M
2.48%
Sole
0.00
Shared
0.00
None
3.43K
BOEING CO
SOLEShares16.87K
TypeSH
Market value$3.65M
2.47%
Sole
0.00
Shared
0.00
None
16.87K
MORGAN STANLEY
SOLEShares15.89K
TypeSH
Market value$3.32M
2.25%
Sole
0.00
Shared
0.00
None
15.89K
BROADCOM INC
SOLEShares8.32K
TypeSH
Market value$3.14M
2.13%
Sole
0.00
Shared
0.00
None
8.32K
MARVELL TECHNOLOGY INC
SOLEShares9.61K
TypeSH
Market value$2.86M
1.94%
Sole
0.00
Shared
0.00
None
9.61K
INTEL CORP
SOLEShares19.48K
TypeSH
Market value$2.72M
1.84%
Sole
0.00
Shared
0.00
None
19.48K
TESLA INC
SOLEShares5.33K
TypeSH
Market value$2.24M
1.52%
Sole
0.00
Shared
0.00
None
5.33K
CAMECO CORP
SOLEShares21.89K
TypeSH
Market value$2.23M
1.51%
Sole
0.00
Shared
0.00
None
21.89K
PALO ALTO NETWORKS INC
SOLEShares6.15K
TypeSH
Market value$2.10M
1.42%
Sole
0.00
Shared
0.00
None
6.15K
META PLATFORMS INC
SOLEShares3.44K
TypeSH
Market value$1.94M
1.31%
Sole
0.00
Shared
0.00
None
3.44K
ALPHABET INC
SOLEShares4.78K
TypeSH
Market value$1.71M
1.16%
Sole
0.00
Shared
0.00
None
4.78K
SCHWAB STRATEGIC TR
SOLEShares55.90K
TypeSH
Market value$1.65M
1.11%
Sole
0.00
Shared
0.00
None
55.90K
BANK OF AMER CORP
SOLEShares28.18K
TypeSH
Market value$1.61M
1.09%
Sole
0.00
Shared
0.00
None
28.18K
SELECT SECTOR SPDR TR
SOLEShares19.26K
TypeSH
Market value$1.60M
1.08%
Sole
0.00
Shared
0.00
None
19.26K
SCHWAB STRATEGIC TR
SOLEShares43.23K
TypeSH
Market value$1.50M
1.02%
Sole
0.00
Shared
0.00
None
43.23K
PIMCO ETF TR
SOLEShares29.04K
TypeSH
Market value$1.47M
1.00%
Sole
0.00
Shared
0.00
None
29.04K
SELECT SECTOR SPDR TR
SOLEShares26.41K
TypeSH
Market value$1.40M
0.95%
Sole
0.00
Shared
0.00
None
26.41K
SELECT SECTOR SPDR TR
SOLEShares8.59K
TypeSH
Market value$1.36M
0.92%
Sole
0.00
Shared
0.00
None
8.59K
ISHARES SILVER TR
SOLEShares23.09K
TypeSH
Market value$1.23M
0.84%
Sole
0.00
Shared
0.00
None
23.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 53.92K | SH | $15.60M 10.57% | 0.00 | 0.00 | 53.92K |
MICRON TECHNOLOGY INCSOLE | COM | 12.19K | SH | $14.07M 9.53% | 0.00 | 0.00 | 12.19K |
NVIDIA CORPORATIONSOLE | COM | 52.16K | SH | $10.44M 7.07% | 0.00 | 0.00 | 52.16K |
AMAZON COM INCSOLE | COM | 32.49K | SH | $7.74M 5.25% | 0.00 | 0.00 | 32.49K |
UNITED RENTALS INCSOLE | COM | 5.27K | SH | $5.97M 4.04% | 0.00 | 0.00 | 5.27K |
ALPHABET INCSOLE | CAP STK CL C | 14.05K | SH | $4.96M 3.36% | 0.00 | 0.00 | 14.05K |
CATERPILLAR INCSOLE | COM | 3.43K | SH | $3.66M 2.48% | 0.00 | 0.00 | 3.43K |
BOEING COSOLE | COM | 16.87K | SH | $3.65M 2.47% | 0.00 | 0.00 | 16.87K |
MORGAN STANLEYSOLE | COM NEW | 15.89K | SH | $3.32M 2.25% | 0.00 | 0.00 | 15.89K |
BROADCOM INCSOLE | COM | 8.32K | SH | $3.14M 2.13% | 0.00 | 0.00 | 8.32K |
MARVELL TECHNOLOGY INCSOLE | COM | 9.61K | SH | $2.86M 1.94% | 0.00 | 0.00 | 9.61K |
INTEL CORPSOLE | COM | 19.48K | SH | $2.72M 1.84% | 0.00 | 0.00 | 19.48K |
TESLA INCSOLE | COM | 5.33K | SH | $2.24M 1.52% | 0.00 | 0.00 | 5.33K |
CAMECO CORPSOLE | COM | 21.89K | SH | $2.23M 1.51% | 0.00 | 0.00 | 21.89K |
PALO ALTO NETWORKS INCSOLE | COM | 6.15K | SH | $2.10M 1.42% | 0.00 | 0.00 | 6.15K |
META PLATFORMS INCSOLE | CL A | 3.44K | SH | $1.94M 1.31% | 0.00 | 0.00 | 3.44K |
ALPHABET INCSOLE | CAP STK CL A | 4.78K | SH | $1.71M 1.16% | 0.00 | 0.00 | 4.78K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 55.90K | SH | $1.65M 1.11% | 0.00 | 0.00 | 55.90K |
BANK OF AMER CORPSOLE | COM | 28.18K | SH | $1.61M 1.09% | 0.00 | 0.00 | 28.18K |
SELECT SECTOR SPDR TRSOLE | ST STR STAPL ETF | 19.26K | SH | $1.60M 1.08% | 0.00 | 0.00 | 19.26K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 43.23K | SH | $1.50M 1.02% | 0.00 | 0.00 | 43.23K |
PIMCO ETF TRSOLE | 15+ YR US TIPS | 29.04K | SH | $1.47M 1.00% | 0.00 | 0.00 | 29.04K |
SELECT SECTOR SPDR TRSOLE | ST STR ENERG ETF | 26.41K | SH | $1.40M 0.95% | 0.00 | 0.00 | 26.41K |
SELECT SECTOR SPDR TRSOLE | ST STR CARE ETF | 8.59K | SH | $1.36M 0.92% | 0.00 | 0.00 | 8.59K |
ISHARES SILVER TRSOLE | ISHARES | 23.09K | SH | $1.23M 0.84% | 0.00 | 0.00 | 23.09K |
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