Vanguard Capital Wealth Advisors
Annual return '25
+22.4%
SPY '25
+17.7%
Alpha
+4.7ptsvs SPY
Invested
$108.1M
Holdings
118
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 46.9% (56.0k → 29.7k shares)
13.1%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 56.5k shares)
8.0%
03
$AMZN
AMAZON COM INC
Q1 2026: Sold 42.2% (29.9k → 17.3k shares)
5.5%
04
$MU
MICRON TECHNOLOGY INC
Q1 2026: Exited (was 16.8k shares)
4.3%
05
$GOOG
ALPHABET INC
Q1 2026: Sold 59.3% (16.4k → 6.7k shares)
3.7%
06
$URI
UNITED RENTALS INC
Q1 2026: Exited (was 5.3k shares)
3.5%
07
$AVGO
BROADCOM INC
Q1 2026: Increased +1102.4% (8.7k → 104.7k shares)
2.4%
08
$BA
BOEING CO
Q1 2026: Exited (was 15.3k shares)
2.4%
09
$CAT
CATERPILLAR INC
Q1 2026: Exited (was 3.6k shares)
2.3%
10
$DWD
MORGAN STANLEY
Q1 2026: Exited (was 14.0k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:13 UTC.