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VANGUARD CAPITAL WEALTH ADVISORS 13F portfolio summary

VANGUARD CAPITAL WEALTH ADVISORS of VANGUARD CAPITAL WEALTH ADVISORS has 119 current stock holdings with a reported portfolio value of $108.1M. The portfolio 1 year return is +34.86%. Top holdings include UNG (0.00%), CIG (0.00%), HPF (0.00%), AVK (0.00%), BAC-PL (0.00%).

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VANGUARD CAPITAL WEALTH ADVISORS

VANGUARD CAPITAL WEALTH ADVISORS
Latest filing: 2026-03-31

VANGUARD CAPITAL WEALTH ADVISORS runs VANGUARD CAPITAL WEALTH ADVISORS and currently holds 119 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $108.08M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. VANGUARD CAPITAL WEALTH ADVISORS ranks #406 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, VANGUARD CAPITAL WEALTH ADVISORS's portfolio at VANGUARD CAPITAL WEALTH ADVISORS has delivered returns of +34.86%. Their 3-year annualized return is +79.94%. Looking at the 5-year horizon, VANGUARD CAPITAL WEALTH ADVISORS has achieved +73.91% annualized returns at VANGUARD CAPITAL WEALTH ADVISORS.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+34.86%
#301/1000
3 Year
+79.94%
#368/1000
5 Year
+73.91%
#472/1000

Portfolio Value

$108.08M

Alpha Score

60.7

#406 of 1000

Holdings

119

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VANGUARD CAPITAL WEALTH ADVISORS 13F Portfolio | VANGUARD CAPITAL WEALTH ADVISORS Holdings | Insider Edges