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VANGUARD CAPITAL WEALTH ADVISORS
VANGUARD CAPITAL WEALTH ADVISORS
Latest filing: 2026-06-30
VANGUARD CAPITAL WEALTH ADVISORS runs VANGUARD CAPITAL WEALTH ADVISORS and currently holds 132 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $147.60M. Their top holdings are AAPL, MU, NVDA, AMZN, URI. The top five represent 36.5% of reported portfolio weight. VANGUARD CAPITAL WEALTH ADVISORS ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, VANGUARD CAPITAL WEALTH ADVISORS initiated 19 new positions. They added to 40 existing positions. They trimmed 24 positions. Their current best-performing preview position is MU with returns of +241.67%.
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132 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 10.57% | $137.99 | $309.35 | +124.18% | Trimmed -3.46% |
 MU MICRON TECHNOLOGY INC | 9.53% | $172.39 | $966.78 | +460.81% | Trimmed -10.66% |
 NVDA NVIDIA CORPORATION | 7.07% | $60.61 | $214.76 | +254.33% | Added +5.58% |
 AMZN AMAZON COM INC | 5.25% | $172.36 | $258.63 | +50.05% | Added +13.47% |
 URI UNITED RENTALS INC | 4.04% | $233.33 | $1,098.51 | +370.79% | Held |
 GOOG ALPHABET INC | 3.36% | $102.91 | $341.75 | +232.09% | Held |
 CAT CATERPILLAR INC | 2.48% | $205.65 | $827.65 | +302.46% | Trimmed -3.02% |
 BA BOEING CO | 2.47% | $216.47 | $214.20 | -1.05% | Added +29.56% |
 MS MORGAN STANLEY | 2.25% | $124.19 | $214.20 | +72.48% | Added +29.57% |
 AVGO BROADCOM INC | 2.13% | $45.99 | $368.45 | +701.15% | Trimmed -1.42% |
Showing 1-10 of 132