U.S. Capital Wealth Advisors, LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,976,470
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 1,008 | 3,976,470 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q4 2025 | 1/23/2026 | 980 | 3,828,979 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q3 2025 | 10/9/2025 | 940 | 3,717,254 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q2 2025 | 7/14/2025 | 886 | 3,423,447 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q1 2025 | 4/29/2025 | 834 | 3,265,102 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q4 2024 | 1/24/2025 | 808 | 3,231,459 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q3 2024 | 10/22/2024 | 700 | 2,837,721 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q2 2024 | 7/11/2024 | 668 | 2,638,025 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q1 2024 | 5/10/2024 | 676 | 2,598,198 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q4 2023 | 2/6/2024 | 657 | 2,522,295 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q3 2023 | 10/19/2023 | 633 | 2,222,329 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q2 2023 | 8/4/2023 | 659 | 2,107,272 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q1 2023 | 5/11/2023 | 633 | 2,160,664 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q4 2022 | 2/3/2023 | 1,606 | 2,158,946 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q3 2022 | 11/1/2022 | 635 | 1,976,566 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q2 2022 | 8/12/2022 | 667 | 2,278,884 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q1 2022 | 5/12/2022 | 704 | 2,735,905 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q4 2021 | 1/21/2022 | 713 | 2,524,517 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
| Q3 2021 | 11/1/2021 | 711 | 2,306,550 | 13F-HR | U.S. Capital Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
339
(0.0% of total reported value)
· QoQ Δ:
-649
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.66 M | 66.9% | 0 | 702.8 K | -702.8 K |
| ETFs | 1.299 M | 32.7% | 864.9 K | 0 | 864.9 K |
| Debt | 15.49 K | 0.4% | 2.382 K | 0 | 2.382 K |
| Other | 1.624 K | 0.0% | 0 | 16.43 K | -16.43 K |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
3,976,470
Holdings
1008
QoQ value change ($000)
147,491
(3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.