Vanguard Capital Wealth Advisors

CIK 0001730578 · Q2 2026

13F Equity AUM

$147.6M

+36.6% QoQ

Positions

132

+13 QoQ

AUM Rank

#9,274

Top 74%

Skill Alpha (FF)

+3.4%/yr^ns

No Clear Edge

Rank #956 · Top 12%

vs S&P +2.4%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 36.5%Top 10: 49.2%Top 20: 63.1%

AAPL10.6%

MU9.5%

NVDA7.1%

AMZN5.3%

URI4.0%

GOOG3.4%

CAT2.5%

BA2.5%

DWD2.3%

AVGO2.1%

Others (122)50.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology39.9%

Financial Services24.9%

Industrials9.9%

Consumer Cyclical8.2%

Communication Services7.1%

Energy3.5%

Healthcare2.9%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 132Median: 0.31%Avg: 0.76%

0–0.5%

93(22.6%)

0.5–1%

18(13.2%)

1–3%

15(24.3%)

3–5%

2(7.4%)

5%+

4(32.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 132vs 20 funds

0%Low

132

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New32Increased42Decreased30Exited20

New Positions

MRVL1.9%

+10K

XLP1.1%

+19K

XLE0.9%

+26K

XLV0.9%

+9K

RSPG0.8%

+11K

KRE0.6%

+12K

NCLH0.5%

+33K

LRCX0.5%

+2K

KBWP0.5%

+5K

CSCO0.4%

+5K

Increased

AMZE0.0%

+175K(+610%)

MFG0.2%

+13K(+98%)

JOBY-WT0.2%

+12K(+51%)

FNDB0.6%

+9K(+45%)

FCX0.5%

+8K(+208%)

CCO1.5%

+8K(+54%)

VXX0.2%

+7K(+89%)

LTPZ1.0%

+7K(+34%)

NFLX0.7%

+5K(+57%)

AMZN5.3%

+4K(+13%)

Decreased

QYLD0.3%

-197,962(-91%)

AEF0.8%

-106,005(-47%)

HDGE0.4%

-44,804(-57%)

EDV0.2%

-4,395(-55%)

VLO0.3%

-4,122(-68%)

D0.5%

-4,100(-28%)

BAC0.3%

-3,448(-29%)

AAPL10.6%

-1,931(-3%)

MU9.5%

-1,454(-11%)

UNG0.2%

-1,000(-4%)

Exited

-24,950

-15,132

-5,800

-14,012

-1,453,416

-7,040

VIXM

-22,570

EWW

-4,900

HON

-1,435

-929

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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