Vanguard Capital Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marvell Technology
MRVL
|
+$1.93M |
| 2 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$1.61M |
| 3 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$1.51M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$1.28M |
| 5 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
+$1.17M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Micron Technology
MU
|
+$1.09M |
| 2 |
APA Corp
APA
|
+$1.06M |
| 3 |
Valero Energy
VLO
|
+$1.01M |
| 4 |
AEF
abrdn Emerging Markets Equity Income Fund
AEF
|
+$972K |
| 5 |
HF Sinclair
DINO
|
+$944K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 40.3% |
| 2 | Miscellaneous | 19.46% |
| 3 | Industrials | 10.27% |
| 4 | Consumer Discretionary | 8.39% |
| 5 | Communication Services | 6.92% |
Similar funds
Vanguard Capital Wealth Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Vanguard Capital Wealth Advisors held 152 positions worth $148M, up 37% from $108M the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Vanguard Capital Wealth Advisors deployed $11.7M of net new capital in Q2 2026, opening 32 new positions and adding to 44 existing holdings. Its largest new stake was Marvell Technology: 9,611 shares worth $2.86M.
By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 33% a quarter earlier, followed by Miscellaneous and Industrials.
On the sell side, the largest reduction was Micron Technology, an estimated $1.09M trimmed.
- Vanguard Capital Wealth Advisors's largest Q2 2026 buy was Marvell Technology: 9,611 shares worth $2.86M.
- Vanguard Capital Wealth Advisors added most to Amazon in Q2 2026, an estimated $968K increase.
- Vanguard Capital Wealth Advisors's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $1.09M.
- Vanguard Capital Wealth Advisors fully exited APA Corp in Q2 2026, selling an estimated $1.06M.
- Vanguard Capital Wealth Advisors's ten largest holdings make up 49% of its $148M portfolio in Q2 2026.
- Vanguard Capital Wealth Advisors opened 32 new positions and closed 20 in Q2 2026.
- Vanguard Capital Wealth Advisors's portfolio value rose 37% quarter-over-quarter to $148M.
Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.