Vanguard Capital Wealth Advisors holds a focused book of 132 reported positions worth $147.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Marvell Technology Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 11% of the reported non-option book. Cloning the disclosed picks since 2024 would be +65% (+30.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Vanguard Capital Wealth Advisors is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 8.5 points over this window.
Growth of $10,000 cloning Vanguard Capital Wealth Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
82% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Vanguard Capital Wealth Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 9 / 80 | $245.5M |
| Oriental Harbor Investment Master Fund | 10 / 80 | $1.5B |
| Draper Asset Management, LLC | 9 / 80 | $171.5M |
| Outlook Capital Management, LLC | 12 / 80 | $260.0M |
| Hoey Investments, Inc | 53 / 80 | $639.0M |
| Sassicaia Capital Advisers LLC | 9 / 80 | $186.7M |
| Howard Hughes Medical Institute | 15 / 80 | $362.0M |
| Ketron Financial | 23 / 80 | $254.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Vanguard Capital Wealth Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $15.6M | 53.9K | 10.6% | ▼−3.5% Reduced · −2K sh | |
| 2 | Micron Technology Inc COM | $14.1M | 12.2K | 9.5% | ▼−11% Reduced · −1K sh | |
| 3 | Nvidia Corporation COM | $10.4M | 52.2K | 7.1% | ▲+5.6% Added · +3K sh | |
| 4 | Amazon Com Inc COM | $7.7M | 32.5K | 5.2% | ▲+13% Added · +4K sh | |
| 5 | United Rentals Inc COM | $6.0M | 5.3K | 4.0% | —Held | |
| 6 | Alphabet Inc CAP STK CL C | $5.0M | 14.0K | 3.4% | —Held | |
| 7 | Caterpillar Inc COM | $3.7M | 3.4K | 2.5% | ▼−3.0% Reduced · −107 sh | |
| 8 | Boeing Co COM | $3.7M | 16.9K | 2.5% | ▲+30% Added · +4K sh | |
| 9 | Morgan Stanley COM NEW | $3.3M | 15.9K | 2.2% | ▲+30% Added · +4K sh | |
| 10 | Broadcom Inc COM | $3.1M | 8.3K | 2.1% | ▼−1.4% Reduced · −120 sh | |
| 11 | Marvell Technology Inc COM | $2.9M | 9.6K | 1.9% | ▲New New position | |
| 12 | Intel Corp COM | $2.7M | 19.5K | 1.8% | ▲+8.5% Added · +2K sh | |
| 13 | Tesla Inc COM | $2.2M | 5.3K | 1.5% | ▼−0.9% Reduced · −47 sh | |
| 14 | Cameco Corp COM | $2.2M | 21.9K | 1.5% | ▲+54% Added · +8K sh | |
| 15 | Palo Alto Networks Inc COM | $2.1M | 6.2K | 1.4% | ▲+78% Added · +3K sh | |
| 16 | Meta Platforms Inc CL A | $1.9M | 3.4K | 1.3% | ▼−0.3% Reduced · −9 sh | |
| 17 | Alphabet Inc CAP STK CL A | $1.7M | 4.8K | 1.2% | ▼−0.7% Reduced · −36 sh | |
| 18 | Schwab Strategic TR US LRG CAP ETF | $1.6M | 55.9K | 1.1% | ▲+2.7% Added · +1K sh | |
| 19 | Bank Of Amer Corp COM | $1.6M | 28.2K | 1.1% | ▲+0.7% Added · +206 sh | |
| 20 | Select Sector SPDR TR ST STR STAPL ETF | $1.6M | 19.3K | 1.1% | ▲New New position | |
| 21 | Schwab Strategic TR US LCAP VA ETF | $1.5M | 43.2K | 1.0% | ▲+0.4% Added · +177 sh | |
| 22 | Pimco ETF TR 15+ YR US TIPS | $1.5M | 29.0K | 1.0% | ▲+34% Added · +7K sh | |
| 23 | Select Sector SPDR TR ST STR ENERG ETF | $1.4M | 26.4K | 1.0% | ▲New New position | |
| 24 | Select Sector SPDR TR ST STR CARE ETF | $1.4M | 8.6K | 0.9% | ▲New New position | |
| 25 | Ishares Silver TR ISHARES | $1.2M | 23.1K | 0.8% | ▼−2.9% Reduced · −695 sh | |
| 26 | Schwab Strategic TR US DIVIDEND EQ | $1.2M | 38.6K | 0.8% | ▲+5.5% Added · +2K sh | |
| 27 | Amphenol Corp CL A | $1.2M | 6.9K | 0.8% | —Held | |
| 28 | Microsoft Corp COM | $1.2M | 3.1K | 0.8% | ▲+7.5% Added · +218 sh | |
| 29 | Abrdn Emerging Markets Ex CH COM | $1.2M | 120.7K | 0.8% | ▼−47% Reduced · −106K sh | |
| 30 | Invesco Exchange Traded FD T S&P500 EQL ENR | $1.1M | 11.2K | 0.7% | ▲New New position | |
| 31 | Netflix Inc. COM | $1.0M | 14.2K | 0.7% | ▲+57% Added · +5K sh | |
| 32 | Abbvie Inc COM | $971K | 3.9K | 0.7% | ▲+4.5% Added · +167 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $962K | 1.9K | 0.7% | —Held | |
| 34 | SPDR Series Trust ST STR SP REGBNK | $934K | 12.5K | 0.6% | ▲New New position | |
| 35 | McDonalds Corp COM | $889K | 3.3K | 0.6% | ▲+0.4% Added · +12 sh | |
| 36 | Advanced Micro Devices Inc COM | $883K | 1.5K | 0.6% | ▲+4.8% Added · +70 sh | |
| 37 | Eli Lilly & Co COM | $882K | 735 | 0.6% | ▲+27% Added · +154 sh | |
| 38 | Schwab Strategic TR FUNDAMENTAL US B | $881K | 28.9K | 0.6% | ▲+45% Added · +9K sh | |
| 39 | Vaneck ETF Trust GOLD MINERS ETF | $747K | 9.9K | 0.5% | ▲+34% Added · +3K sh | |
| 40 | Dominion Energy Inc COM | $738K | 10.8K | 0.5% | ▼−28% Reduced · −4K sh | |
| 41 | Freeport McMoran Inc CL B | $736K | 11.7K | 0.5% | ▲+208% Added · +8K sh | |
| 42 | Dell Technologies Inc CL C | $733K | 1.7K | 0.5% | —Held | |
| 43 | Arrowhead Pharmaceuticals In COM | $716K | 8.8K | 0.5% | ▼−0.2% Reduced · −15 sh | |
| 44 | Lam Research Corp COM NEW | $693K | 1.6K | 0.5% | ▲New New position | |
| 45 | Norwegian Cruise Line Hldgs SHS | $692K | 32.8K | 0.5% | ▲New New position | |
| 46 | Invesco Exch Traded FD TR II KBW PPTY CASUT | $659K | 5.2K | 0.4% | ▲New New position | |
| 47 | Seagate Technology HLDNGS PL ORD SHS | $629K | 652 | 0.4% | ▲+0.3% Added · +2 sh | |
| 48 | Schwab Strategic TR US BRD MKT ETF | $626K | 21.6K | 0.4% | ▼−0.3% Reduced · −60 sh | |
| 49 | Philip Morris Intl Inc COM | $615K | 3.4K | 0.4% | ▲+0.2% Added · +7 sh | |
| 50 | Schwab Strategic TR US LCAP GR ETF | $596K | 17.6K | 0.4% | ▲+0.1% Added · +17 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Vanguard Capital Wealth Advisors's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 132 | $147.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 120 | $108.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 128 | $125.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 134 | $125.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 115 | $100.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 11d | 113 | $81.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 18, 2025 | 49d | 113 | $91.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 25d | 117 | $95.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.