Institutional Fund
Vanguard Capital Wealth Advisors
Denver, COCIK 17305785 filings on record
Portfolio Value
$108.05M
Q1 2026
Holdings
119
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-13.6%
from $125.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc13.1%
- Nvidia Corporation8.0%
- Amazon Com Inc5.5%
- Micron Technology Inc4.3%
- Alphabet Inc3.7%
- United Rentals Inc3.6%
- Other61.8%
Portfolio Holdings
119 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 55.9K | $14.18M | 13.1% | −131 | Reduced |
| 2 | Nvidia Corporation | 49.4K | $8.62M | 8.0% | −7.1K | Reduced |
| 3 | Amazon Com Inc | 28.6K | $5.96M | 5.5% | −1.3K | Reduced |
| 4 | Micron Technology Inc | 13.6K | $4.61M | 4.3% | −3.1K | Reduced |
| 5 | Alphabet Inc | 14.0K | $4.03M | 3.7% | −2.4K | Reduced |
| 6 | United Rentals Inc | 5.3K | $3.84M | 3.6% | −50 | Reduced |
| 7 | Broadcom Inc | 8.4K | $2.61M | 2.4% | −266 | Reduced |
| 8 | Boeing Co | 13.0K | $2.59M | 2.4% | −2.3K | Reduced |
| 9 | Caterpillar Inc | 3.5K | $2.51M | 2.3% | −40 | Reduced |
| 10 | Morgan Stanley | 12.3K | $2.02M | 1.9% | −1.7K | Reduced |
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