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Institutional investment manager
VANGUARD CAPITAL WEALTH ADVISORS
CIK 0001730578
- Reported holdings value
- $144.58M
- Reported positions
- 128
- Report as of
- 2026-09-30
- Filed on
- 2026-10-16
Reported holdings & quarterly changes
Compared with Q2 2026. All security classes provided by the filing are included.
| AAPL APPLE INC 037833100 | COM Share · SH | 54,493 | $18.15M | 12.55% | +569 | +1.06% | Increased |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 51,492 | $11.76M | 8.13% | -671 | -1.29% | Reduced |
| MU MICRON TECHNOLOGY INC 595112103 | COM Share · SH | 10,536 | $11.22M | 7.76% | -1,655 | -13.58% | Reduced |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 32,434 | $8.08M | 5.59% | -54 | -0.17% | Reduced |
| URI UNITED RENTALS INC 911363109 | COM Share · SH | 5,066 | $5.07M | 3.51% | -200 | -3.80% | Reduced |
| GOOG ALPHABET INC 02079K107 | CAP STK CL C Share · SH | 13,850 | $4.72M | 3.26% | -196 | -1.40% | Reduced |
| MRVL MARVELL TECHNOLOGY INC 573874104 | COM Share · SH | 14,633 | $3.87M | 2.67% | +5,022 | +52.25% | Increased |
| BA BOEING CO 097023105 | COM Share · SH | 17,654 | $3.28M | 2.27% | +780 | +4.62% | Increased |
| MS MORGAN STANLEY 617446448 | COM NEW Share · SH | 15,411 | $2.9M | 2.00% | -475 | -2.99% | Reduced |
| AVGO BROADCOM INC 11135F101 | COM Share · SH | 8,028 | $2.82M | 1.95% | -293 | -3.52% | Reduced |
| META META PLATFORMS INC 30303M102 | CL A Share · SH | 3,454 | $2.5M | 1.73% | +11 | +0.32% | Increased |
| CAT CATERPILLAR INC 149123101 | COM Share · SH | 2,879 | $2.33M | 1.61% | -555 | -16.16% | Reduced |
| 72201R304 PIMCO ETF TR 72201R304 | 15+ YR US TIPS Share · SH | 51,489 | $2.32M | 1.61% | +22,451 | +77.32% | Increased |
| INTC INTEL CORP 458140100 | COM Share · SH | 18,824 | $2.26M | 1.57% | -655 | -3.36% | Reduced |
| PANW PALO ALTO NETWORKS INC 697435105 | COM Share · SH | 5,132 | $2.04M | 1.41% | -1,019 | -16.57% | Reduced |
| TSLA TESLA INC 88160R101 | COM Share · SH | 5,114 | $1.81M | 1.25% | -211 | -3.96% | Reduced |
| CCJ CAMECO CORP 13321L108 | COM Share · SH | 19,824 | $1.72M | 1.19% | -2,061 | -9.42% | Reduced |
| SCHX SCHWAB STRATEGIC TR 808524201 | US LRG CAP ETF Share · SH | 56,339 | $1.69M | 1.17% | +438 | +0.78% | Increased |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 4,820 | $1.66M | 1.15% | +37 | +0.77% | Increased |
| SLV ISHARES SILVER TR 46428Q109 | ISHARES Share · SH | 29,905 | $1.63M | 1.13% | +6,816 | +29.52% | Increased |
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 3,167 | $1.62M | 1.12% | +28 | +0.89% | Increased |
| BAC BANK OF AMER CORP 060505104 | COM Share · SH | 27,587 | $1.5M | 1.04% | -594 | -2.11% | Reduced |
| SCHV SCHWAB STRATEGIC TR 808524409 | US LCAP VA ETF Share · SH | 43,415 | $1.45M | 1.00% | +190 | +0.44% | Increased |
| 05637B105 BACKBLAZE INC 05637B105 | COM CL A Share · SH | 100,500 | $1.41M | 0.97% | — | — | Newly reported |
| SCHD SCHWAB STRATEGIC TR 808524797 | US DIVIDEND EQ Share · SH | 38,880 | $1.26M | 0.87% | +296 | +0.77% | Increased |
| APH AMPHENOL CORP 032095101 | CL A Share · SH | 13,850 | $1.17M | 0.81% | +6,950 | +100.72% | Increased |
| XLE SELECT SECTOR SPDR TR 81369Y506 | ST STR ENERG ETF Share · SH | 18,036 | $1.11M | 0.77% | -8,370 | -31.70% | Reduced |
| ABBV ABBVIE INC 00287Y109 | COM Share · SH | 4,158 | $1.09M | 0.75% | +300 | +7.78% | Increased |
| LLY ELI LILLY & CO 532457108 | COM Share · SH | 840 | $971.95K | 0.67% | +105 | +14.29% | Increased |
| BRK-B BERKSHIRE HATHAWAY INC DEL 084670702 | CL B NEW Share · SH | 1,923 | $957.56K | 0.66% | 0 | 0.00% | Unchanged |
| EFV ISHARES TR 464288877 | EAFE VALUE ETF Share · SH | 11,629 | $920.32K | 0.64% | — | — | Newly reported |
| FNDB SCHWAB STRATEGIC TR 808524789 | FUNDAMENTAL US B Share · SH | 30,012 | $918.68K | 0.64% | +1,102 | +3.81% | Increased |
| AMD ADVANCED MICRO DEVICES INC 007903107 | COM Share · SH | 1,472 | $900.51K | 0.62% | -48 | -3.16% | Reduced |
| AEF ABRDN EMERGING MARKETS EX CH 00301W105 | COM Share · SH | 92,054 | $869.91K | 0.60% | -28,635 | -23.73% | Reduced |
| 06748M196 BARCLAYS BANK PLC 06748M196 | IPATH S&P 500 SH Share · SH | 49,000 | $862.89K | 0.60% | +33,244 | +210.99% | Increased |
| VLO VALERO ENERGY CORP 91913Y100 | COM Share · SH | 2,172 | $841.92K | 0.58% | +260 | +13.60% | Increased |
| RSP INVESCO EXCHANGE TRADED FD T 46137V357 | S&P500 EQL WGT Share · SH | 3,990 | $830.01K | 0.57% | — | — | Newly reported |
| DELL DELL TECHNOLOGIES INC 24703L202 | CL C Share · SH | 1,506 | $810.15K | 0.56% | -194 | -11.41% | Reduced |
| MPC MARATHON PETE CORP 56585A102 | COM Share · SH | 1,964 | $776.61K | 0.54% | +324 | +19.76% | Increased |
| IONQ IONQ INC 46222L108 | COM Share · SH | 17,400 | $763.16K | 0.53% | — | — | Newly reported |
| MCD MCDONALDS CORP 580135101 | COM Share · SH | 3,302 | $762.48K | 0.53% | +15 | +0.46% | Increased |
| NFLX NETFLIX INC. 64110L106 | COM Share · SH | 10,949 | $761.83K | 0.53% | -3,201 | -22.62% | Reduced |
| PPLT ABRDN PLATINUM ETF TRUST 003260106 | PHYSCL PLATM SHS Share · SH | 49,418 | $761.52K | 0.53% | — | — | Newly reported |
| LRCX LAM RESEARCH CORP 512807306 | COM NEW Share · SH | 2,313 | $759.84K | 0.53% | +713 | +44.56% | Increased |
| GDX VANECK ETF TRUST 92189F106 | GOLD MINERS ETF Share · SH | 7,900 | $693.62K | 0.48% | -2,000 | -20.20% | Reduced |
| IBM INTERNATIONAL BUSINESS MACHS 459200101 | COM Share · SH | 3,025 | $665.29K | 0.46% | +2,065 | +215.10% | Increased |
| SCHB SCHWAB STRATEGIC TR 808524102 | US BRD MKT ETF Share · SH | 21,674 | $635.27K | 0.44% | +49 | +0.23% | Increased |
| SCHG SCHWAB STRATEGIC TR 808524300 | US LCAP GR ETF Share · SH | 17,642 | $633.87K | 0.44% | +16 | +0.09% | Increased |
| CVX CHEVRON CORPORATION 166764100 | COM Share · SH | 3,092 | $631.45K | 0.44% | +274 | +9.72% | Increased |
| D DOMINION ENERGY INC 25746U109 | COM Share · SH | 10,100 | $611.25K | 0.42% | -700 | -6.48% | Reduced |
1–50 of 152 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-16. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.