Vanguard Capital Wealth Advisors Portfolio Holdings

Vanguard Capital Wealth Advisors

  • $98.5 Million
  • Q2 2025

Vanguard Capital Wealth Advisors has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $98.5 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.3M, Nvidia Corp with a value of $7.95M, Amazon Com Inc with a value of $5.99M, Aberdeen Emerging Markets Equity Income Fund, Inc. with a value of $5.9M, and United Rentals, Inc. with a value of $4.01M.

Examining the 13F form we can see an increase of $19.6M in the current position value, from $78.9M to 98.5M.

Below you can find more details about Vanguard Capital Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $98.5 Million
Technology: $28.6 Million
Financial Services: $15.5 Million
ETFs: $14.1 Million
Consumer Cyclical: $10.8 Million
Communication Services: $8.82 Million
Industrials: $8.8 Million
Energy: $5.98 Million
Healthcare: $2.96 Million
Other: $2.92 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$11.3 Million 11.42% of portfolio
54,846
Q2 2025 Reduced 2.54%
$456B
$7.95 Million 8.07% of portfolio
50,341
Q2 2025 Reduced 4.43%
$2.26T
$5.99 Million 6.08% of portfolio
27,293
Q2 2025 Reduced 13.32%
$0
$5.9 Million 5.99% of portfolio
993,754
Q2 2025 Added 241.29%
$63.6B
$4.01 Million 4.07% of portfolio
5,316
Q3 2024 Reduced 1.94%
$1.24T
$3.45 Million 3.5% of portfolio
19,437
Q2 2025 Reduced 21.91%
$1.78T
$2.88 Million 2.93% of portfolio
3,908
Q2 2025 Reduced 0.76%
$127B
$2.5 Million 2.54% of portfolio
9,079
Q2 2025 Reduced 1.22%
$250B
$1.79 Million 1.82% of portfolio
12,711
Q2 2025 Reduced 4.15%
$139B
$1.68 Million 1.7% of portfolio
8,007
Q2 2025 Added 3.42%
$3.95T
$1.65 Million 1.68% of portfolio
3,327
Q2 2025 Added 11.38%
$218B
$1.39 Million 1.41% of portfolio
3,575
Q2 2025 Added 0.76%
$381B
$1.3 Million 1.32% of portfolio
27,456
Q2 2025 Added 50.44%
$33.9B
$1.23 Million 1.25% of portfolio
16,540
Q2 2025 Added 120.39%
$139B
$1.18 Million 1.2% of portfolio
9,550
Q2 2025 Added 151.32%
$1.08T
$1.13 Million 1.15% of portfolio
3,559
Q2 2025 Added 12.84%
$13.9B
$1.02 Million 1.03% of portfolio
29,600
Q2 2025 New
$222B
$947,000 0.96% of portfolio
3,243
Q2 2025 Added 0.34%
$621B
$934,000 0.95% of portfolio
1,923
Q3 2024 Reduced 3.03%
$1.21T
$842,000 0.85% of portfolio
4,783
Q2 2025 Added 1.06%
$46.7B
$770,000 0.78% of portfolio
22,800
Q2 2025 Reduced 14.29%
$351B
$768,000 0.78% of portfolio
4,139
Q2 2025 Added 12.17%
$442B
$707,000 0.72% of portfolio
6,564
Q2 2025 Added 114.79%
$162B
$686,000 0.7% of portfolio
3,750
Q2 2025 New
$66.5B
$681,000 0.69% of portfolio
6,900
Q1 2025 Added 7.81%
$859B
$633,000 0.64% of portfolio
2,185
Q2 2025 Reduced 18.29%
$6.18B
$633,000 0.64% of portfolio
87,690
Q2 2025 New
$245B
$629,000 0.64% of portfolio
2,018
Q2 2025 New
$261B
$632,000 0.64% of portfolio
3,475
Q2 2025 Added 0.2%
$87.3B
$632,000 0.64% of portfolio
4,155
Q2 2025 New
$368B
$625,000 0.63% of portfolio
3,929
Q2 2025 Reduced 9.84%
$57.7B
$601,000 0.61% of portfolio
5,045
Q2 2025 Added 127.66%
$120B
$601,000 0.61% of portfolio
6,700
Q2 2025 Added 119.67%
$666M
$546,000 0.55% of portfolio
36,000
Q2 2025 Added 105.71%
$608B
$532,000 0.54% of portfolio
683
Q2 2025 Added 23.06%
$684B
$499,000 0.51% of portfolio
2,283
Q2 2025 Reduced 8.05%
$0
$496,000 0.5% of portfolio
45,000
Q2 2025 Reduced 10.0%
$89.6B
$494,000 0.5% of portfolio
22,076
Q2 2025 Reduced 0.9%
$10.2B
$494,000 0.5% of portfolio
24,400
Q2 2025 New
$2.9B
$434,000 0.44% of portfolio
6,007
Q2 2025 New
$0
$376,000 0.38% of portfolio
30,000
Q2 2025 Reduced 14.29%
$2.75B
$371,000 0.38% of portfolio
3,600
Q3 2024 Added 350.0%
$123B
$363,000 0.37% of portfolio
2,433
Q1 2025 Reduced 33.89%
$302B
$346,000 0.35% of portfolio
2,418
Q2 2025 Added 12.26%
$146B
$341,000 0.35% of portfolio
1,468
Q2 2025 Added 0.07%
$551B
$337,000 0.34% of portfolio
950
Q2 2025 Added 4.63%
$3.77B
$329,000 0.33% of portfolio
48,500
Q2 2025 Reduced 11.33%
$2.16B
$316,000 0.32% of portfolio
15,000
Q1 2024 Reduced 25.0%
$173B
$302,000 0.31% of portfolio
1,900
Q1 2025 Reduced 0.73%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $98.5 Million
  • Prior Value $78.9 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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