VANGUARD CAPITAL WEALTH ADVISORS

PrivateCIK: 1730578
Location

DENVER, CO

132
Positions
$147.60M
Total AUM (reported)
2.14M
Total Shares

Allocation by class

TOTAL AUM$147.60M132 positions
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 327.2%4–1022.0%11–2518.7%Rest32.1%TOP 1049.2%0%100%
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

SOLE
COM
Shares53.92K
TypeSH
Market value$15.60M
10.57%
Sole
0.00
Shared
0.00
None
53.92K

MICRON TECHNOLOGY INC

SOLE
COM
Shares12.19K
TypeSH
Market value$14.07M
9.53%
Sole
0.00
Shared
0.00
None
12.19K

NVIDIA CORPORATION

SOLE
COM
Shares52.16K
TypeSH
Market value$10.44M
7.07%
Sole
0.00
Shared
0.00
None
52.16K

AMAZON COM INC

SOLE
COM
Shares32.49K
TypeSH
Market value$7.74M
5.25%
Sole
0.00
Shared
0.00
None
32.49K

UNITED RENTALS INC

SOLE
COM
Shares5.27K
TypeSH
Market value$5.97M
4.04%
Sole
0.00
Shared
0.00
None
5.27K

ALPHABET INC

SOLE
CAP STK CL C
Shares14.05K
TypeSH
Market value$4.96M
3.36%
Sole
0.00
Shared
0.00
None
14.05K

CATERPILLAR INC

SOLE
COM
Shares3.43K
TypeSH
Market value$3.66M
2.48%
Sole
0.00
Shared
0.00
None
3.43K

BOEING CO

SOLE
COM
Shares16.87K
TypeSH
Market value$3.65M
2.47%
Sole
0.00
Shared
0.00
None
16.87K

MORGAN STANLEY

SOLE
COM NEW
Shares15.89K
TypeSH
Market value$3.32M
2.25%
Sole
0.00
Shared
0.00
None
15.89K

BROADCOM INC

SOLE
COM
Shares8.32K
TypeSH
Market value$3.14M
2.13%
Sole
0.00
Shared
0.00
None
8.32K

MARVELL TECHNOLOGY INC

SOLE
COM
Shares9.61K
TypeSH
Market value$2.86M
1.94%
Sole
0.00
Shared
0.00
None
9.61K

INTEL CORP

SOLE
COM
Shares19.48K
TypeSH
Market value$2.72M
1.84%
Sole
0.00
Shared
0.00
None
19.48K

TESLA INC

SOLE
COM
Shares5.33K
TypeSH
Market value$2.24M
1.52%
Sole
0.00
Shared
0.00
None
5.33K

CAMECO CORP

SOLE
COM
Shares21.89K
TypeSH
Market value$2.23M
1.51%
Sole
0.00
Shared
0.00
None
21.89K

PALO ALTO NETWORKS INC

SOLE
COM
Shares6.15K
TypeSH
Market value$2.10M
1.42%
Sole
0.00
Shared
0.00
None
6.15K

META PLATFORMS INC

SOLE
CL A
Shares3.44K
TypeSH
Market value$1.94M
1.31%
Sole
0.00
Shared
0.00
None
3.44K

ALPHABET INC

SOLE
CAP STK CL A
Shares4.78K
TypeSH
Market value$1.71M
1.16%
Sole
0.00
Shared
0.00
None
4.78K

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares55.90K
TypeSH
Market value$1.65M
1.11%
Sole
0.00
Shared
0.00
None
55.90K

BANK OF AMER CORP

SOLE
COM
Shares28.18K
TypeSH
Market value$1.61M
1.09%
Sole
0.00
Shared
0.00
None
28.18K

SELECT SECTOR SPDR TR

SOLE
ST STR STAPL ETF
Shares19.26K
TypeSH
Market value$1.60M
1.08%
Sole
0.00
Shared
0.00
None
19.26K

SCHWAB STRATEGIC TR

SOLE
US LCAP VA ETF
Shares43.23K
TypeSH
Market value$1.50M
1.02%
Sole
0.00
Shared
0.00
None
43.23K

PIMCO ETF TR

SOLE
15+ YR US TIPS
Shares29.04K
TypeSH
Market value$1.47M
1.00%
Sole
0.00
Shared
0.00
None
29.04K

SELECT SECTOR SPDR TR

SOLE
ST STR ENERG ETF
Shares26.41K
TypeSH
Market value$1.40M
0.95%
Sole
0.00
Shared
0.00
None
26.41K

SELECT SECTOR SPDR TR

SOLE
ST STR CARE ETF
Shares8.59K
TypeSH
Market value$1.36M
0.92%
Sole
0.00
Shared
0.00
None
8.59K

ISHARES SILVER TR

SOLE
ISHARES
Shares23.09K
TypeSH
Market value$1.23M
0.84%
Sole
0.00
Shared
0.00
None
23.09K
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