Vanguard Capital Wealth Advisors
•CIK: 1730578•Filing: Q4 2025
**Vanguard Capital Wealth Advisors** manages $125M across a diversified portfolio of 128 positions. The strategy exhibits a clear tilt toward mega-cap technology leaders, evidenced by top holdings including AAPL at $15.2M and NVDA at $10.5M. Significant allocations are also maintained in AMZN ($6.9M) and GOOG ($5.1M), suggesting a focus on established growth compounders. This concentration in high-conviction tech names drives the portfolio's current risk/reward profile.
Total AUM
$125.0M
QoQ Performance
-0.0%
Positions
118
Top 10 Concentration
47.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
NVDA
AMZN
AAPL12.2%
NVDA8.4%
AMZN5.5%
GOOG4.1%
MU3.8%
URI3.4%
BA2.7%
AEF2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.2%
Technology33.3%
Consumer8.3%
Industrial5.1%
Financial4.8%
Healthcare2.2%
Energy1.2%
Communication1.2%
🚪 Exited Positionssold since Q3 2025
+20 more exited positions
Changes from Q3 2025
NEW19 new positions
↑38 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023