Vanguard Capital Wealth Advisors

Q3 2025 13F-HR Holdings

Location
Denver, CO
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
134
Total value ($000)
$125,058
Net value change ($000)
+24,218 (24.0%)
New positions
29
Sold out positions
10
Turnover %
12.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/11/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 2,858 25.4%
IAU 1,870 NEW
NVDA 1,522 19.1%
EFA 1,370 NEW
SLV 1,337 66.1%
PANW 1,277 428.5%
ATMP 1,217 NEW
URI 1,070 26.7%
SIL 1,065 NEW
MU 931 79.1%
Top Reduces (Value $000, Stocks/ETFs)
PPLT -1,846 -67.9%
AEF -1,711 -29.0%
AMLP -379 -100.0%
SBSW -367 -58.0%
PACIFIC PREMIER BANCORP INC -316 -100.0%
SLB -259 -33.6%
IEO -258 -100.0%
CSCO -257 -100.0%
MGM -252 -24.8%
WMB -228 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type