1y return+34.7%S&P 500 +20.9%
3y return+85.3%S&P 500 +68.5%
5y return+79.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2021: $179 against $174 in the S&P 500.2
Vanguard Capital Wealth AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $15.6M | 10.6% | −3.5% |
| MUMicron Technology Inc | $14.1M | 9.5% | −10.7% |
| NVDANvidia Corporation | $10.4M | 7.1% | +5.6% |
| AMZNAmazon Com Inc | $7.7M | 5.2% | +13.5% |
| URIUnited Rentals Inc | $6.0M | 4.0% | |
| GOOGAlphabet Inc | $5.0M | 3.4% | |
| CATCaterpillar Inc | $3.7M | 2.5% | −3.0% |
| BABoeing Co | $3.7M | 2.5% | +29.6% |
| MSMorgan Stanley | $3.3M | 2.2% | +29.6% |
| AVGOBroadcom Inc | $3.1M | 2.1% | −1.4% |
| MRVLMarvell Technology Inc | $2.9M | 1.9% | New |
| INTCIntel Corp | $2.7M | 1.8% | +8.5% |
| TSLATesla Inc | $2.2M | 1.5% | |
| CCJCameco Corp | $2.2M | 1.5% | +53.6% |
| PANWPalo Alto Networks Inc | $2.1M | 1.4% | +78.5% |
| METAMeta Platforms Inc | $1.9M | 1.3% | |
| GOOGLAlphabet Inc | $1.7M | 1.2% | |
| SCHXSchwab Strategic Tr | $1.6M | 1.1% | +2.7% |
| BACBank Of Amer Corp | $1.6M | 1.1% | |
| XLPSelect Sector Spdr Tr | $1.6M | 1.1% | New |
| SCHVSchwab Strategic Tr | $1.5M | 1.0% | |
| LTPZPimco Etf Tr | $1.5M | 1.0% | +33.8% |
| XLESelect Sector Spdr Tr | $1.4M | 1.0% | New |
| XLVSelect Sector Spdr Tr | $1.4M | 0.9% | New |
| SLVIshares Silver Tr | $1.2M | 0.8% | −2.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $10.4M |
| AVGOBroadcom Inc | December 31, 2020 | +762.7% | $3.1M |
| CATCaterpillar Inc | December 31, 2020 | +485.1% | $3.7M |
| APHAmphenol Corp | March 31, 2021 | +434.5% | $1.2M |
| URIUnited Rentals Inc | December 31, 2020 | +388.5% | $6.0M |
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $883K |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $1.7M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $5.0M |
| MSMorgan Stanley | December 31, 2020 | +205.0% | $3.3M |
| ABBVAbbvie Inc | December 31, 2020 | +134.9% | $971K |
Sold off last quarter
- APAApa Corporation was $1.1M
- DINOHf Sinclair Corp was $944K
- COPConocophillips was $766K
- DVNDevon Energy Corp New was $705K
- Mobix Labs IncCUSIP 60743G100 was $486K
- AAAlcoa Corp was $467K
- VIXMProshares Tr II was $387K
- EWWIshares Inc was $369K
- Honeywell Intl IncCUSIP 438516106 was $324K
- TAt&t Inc was $286K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.7% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +5.4% | +2.4% |
| September 30, 2025 | +14.9% | +7.8% |
| June 30, 2025 | +11.7% | +10.5% |
| March 31, 2025 | −7.9% | −4.6% |
| December 31, 2024 | +3.8% | +2.1% |
| September 30, 2024 | +3.8% | +5.4% |
| June 30, 2024 | +5.7% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −2.2% | −3.6% |
| June 30, 2023 | +8.8% | +8.3% |
| March 31, 2023 | +11.1% | +7.0% |
| December 31, 2022 | +1.7% | +7.1% |
| September 30, 2022 | −3.9% | −5.3% |
| June 30, 2022 | −18.5% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +7.2% | +10.7% |
| September 30, 2021 | −2.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vanguard Capital Wealth Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1730578&type=13F-HR&dateb=&owner=include&count=40CIK 1730578
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1730578/000173057826000003/Filed July 23, 2026 · accession 0001730578-26-000003