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Filers›Pension Fund›Vanguard Capital Wealth Advisors
DOSSIER · 13F-HR · Q1 2026

Vanguard Capital Wealth Advisors

Vanguard Wealth's pension fund based in San Francisco, CA — $108M in tracked AUM across 120 positions as of Q1 2026.

VW
Vanguard Wealth·San Francisco, CA·Pension Fund
CIK 0001730578 · last filed Mar 31, 2026
Total AUM
$108M
▲ 15.6%
vs prior
Holdings
120
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Vanguard Capital Wealth Advisors filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$14M56K13.1%
02
NVDA
NVIDIA CORPORATION
$9M49K8.0%
03
AMZN
AMAZON COM INC
$6M29K5.5%
04
MU
MICRON TECHNOLOGY INC
$5M14K4.3%
05
GOOG
ALPHABET INC
$4M14K3.7%
06
URI
UNITED RENTALS INC
$4M5K3.5%
07
AVGO
BROADCOM INC
$3M8K2.4%
08
BA
BOEING CO
$3M13K2.4%
09
CAT
CATERPILLAR INC
$3M4K2.3%
10
MS
MORGAN STANLEY
$2M12K1.9%

Filing history

Filing history loading…
AI Agent · grounded in Vanguard
haiku-4-5 · 120 positions indexed
Sector mix
  • Tech17%
  • Financials39%
  • Cons. Disc.21%
  • Communications12%
  • Energy5%
  • Other6%
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