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Vincent Polivka

Vanguard Capital Wealth Advisors

Assets Managed
$108.083M
Holdings
119
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-13.54%(2Q avg: -6.78%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vanguard Capital Wealth Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 119 positions.

Assets under management

The assets under management (AUM) of Vanguard Capital Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 108.083M in assets, with a quarterly growth rate of -13.54% and a 2-quarter average growth rate of -6.78%. The portfolio is managed by Vincent Polivka, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.23%
13.12%
$14.175M
55,855 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -12.51%
7.98%
$8.616M
49,405 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.3%
5.52%
$5.963M
28,631 shares@ $208.27 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -18.65%
4.27%
$4.61M
13,645 shares@ $337.85 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -14.33%
3.73%
$4.029M
14,046 shares@ $286.87 avg price
URI
United Rentals Inc
Recent Activity
Decreased -0.94%
3.55%
$3.837M
5,266 shares@ $728.57 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -3.05%
2.42%
$2.613M
8,441 shares@ $309.52 avg price
BA
Boeing Co The
Recent Activity
Decreased -15.08%
2.4%
$2.592M
13,024 shares@ $199.03 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -1.11%
2.33%
$2.509M
3,541 shares@ $708.53 avg price
MS
Morgan Stanley
Recent Activity
Decreased -12.2%
1.87%
$2.018M
12,261 shares@ $164.58 avg price

1-10 of 119