Vanguard Capital Wealth Advisors
RIA/Wealth
Vanguard Capital Wealth Advisors is a RIA/Wealth based in West Bend, WI led by Vincent Mark Polivka, reporting $171.3M in AUM as of Q3 2025 with 31% Technology concentration.
MemberVincent Mark Polivka
- Portfolio Value
- $124.1M
- Positions
- 131
- Top Holding
- AAPL at 11.37%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Vanguard Capital Wealth Advisors's portfolio (44% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $14.1M | 11.37% | +$146.2K Bought | 0.00% 55.4K shares | |
Semiconductors Technology | $9.5M | 7.64% | +$82.7K Bought | 0.00% 50.8K shares | |
Specialty Retail Consumer Cyclical | $6.3M | 5.09% | +$324.7K Bought | 0.00% 28.8K shares | |
Rental & Leasing Services Industrials | $5.1M | 4.09% | — | 0.01% 5.3K shares | |
Unknown Unknown | $4.2M | 3.38% | -$2.2M Sold | — 647.0K shares | |
Internet Content & Information Communication Services | $4.1M | 3.29% | -$655.9K Sold | 0.00% 16.7K shares | |
Unknown Unknown | $3.4M | 2.71% | +$748.3K Bought | — 79.3K shares | |
Semiconductors Technology | $3.0M | 2.41% | -$2.0K Sold | 0.00% 9.1K shares | |
Internet Content & Information Communication Services | $2.8M | 2.27% | -$47.7K Sold | 0.00% 3.8K shares | |
Financial - Capital Markets Financial Services | $2.2M | 1.74% | +$135.1K Bought | 0.00% 13.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Vanguard Capital Wealth Advisors's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Vanguard Capital Wealth Advisors
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