Vanguard Capital Wealth Advisors holds a focused book of 132 stocks worth $147.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 11% of the equity book. Cloning the disclosed picks since 2024 would be +61% (+31.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730578/holdings"
Use Arkolith to show Vanguard Capital Wealth Advisors's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 7.9 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Vanguard Capital Wealth Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $522.4B |
| UBS Group AG | 79 / 80 | $141.1B |
| LPL Financial LLC | 79 / 80 | $61.0B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $15.3B |
| ROYAL BANK OF CANADA | 78 / 80 | $145.3B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $132.5B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $73.6B |
| Cetera Investment Advisers | 78 / 80 | $16.3B |
Ranked by how many of Vanguard Capital Wealth Advisors's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 132 | $147.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 120 | $108.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 128 | $125.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 134 | $125.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 115 | $100.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 113 | $81.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 18, 2025 | 113 | $91.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 117 | $95.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.