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Portfolio (Quarterly) Guide ↗

U.S. Capital Wealth Advisors, LLC

· CIK 0001808915
13F Portfolio $3.8B AUM 988 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 980 New
Page 2 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 96,606.0 $30.2M 0.79% NEW $313.00 +14.0%
22 TLT ISHARES TR 331,569.0 $28.9M 0.76% NEW $87.16 -2.0%
23 JPM JPMORGAN CHASE & CO. Financial Services 85,959.0 $27.7M 0.72% NEW $322.22 +3.3%
24 AVGO BROADCOM INC Technology 79,104.0 $27.4M 0.71% NEW $346.10 +3.9%
25 T AT&T INC Communication Services 1,088,271.0 $27.0M 0.71% NEW $24.84 -18.9%
26 OPER ETF SER SOLUTIONS 267,668.0 $26.8M 0.70% NEW $100.03 +0.1%
27 JNJ JOHNSON & JOHNSON Healthcare 125,593.0 $26.0M 0.68% NEW $206.95 +26.4%
28 DYNF BLACKROCK ETF TRUST 425,968.0 $25.9M 0.68% NEW $60.81 +9.7%
29 ET ENERGY TRANSFER L P Energy 1,560,110.0 $25.7M 0.67% NEW $16.49 +16.7%
30 UNH UNITEDHEALTH GROUP INC Healthcare 76,408.0 $25.2M 0.66% NEW $330.11 +28.1%
31 KMI KINDER MORGAN INC DEL Energy 876,731.0 $24.1M 0.63% NEW $27.49 +16.7%
32 NEM NEWMONT CORP Basic Materials 237,999.0 $23.8M 0.62% NEW $99.85 -3.8%
33 AFL AFLAC INC Financial Services 207,437.0 $22.9M 0.60% NEW $110.27 +8.8%
34 CNQ CANADIAN NAT RES LTD Energy 647,637.0 $21.9M 0.57% NEW $33.85 +16.6%
35 EMR EMERSON ELEC CO Industrials 163,310.0 $21.7M 0.57% NEW $132.72 +3.6%
36 GDX VANECK ETF TRUST 247,860.0 $21.3M 0.56% NEW $85.77 -10.1%
37 BERKSHIRE HATHAWAY INC DEL 41,927.0 $21.1M 0.55% NEW $502.65
38 GS GOLDMAN SACHS GROUP INC Financial Services 21,522.0 $18.9M 0.49% NEW $878.99 +15.2%
39 COP CONOCOPHILLIPS Energy 199,160.0 $18.6M 0.49% NEW $93.61 +10.7%
40 MCD MCDONALDS CORP Consumer Cyclical 60,959.0 $18.6M 0.49% NEW $305.63 -9.1%
Page 2 of 49  ·  980 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.3%
Financial Services 20.1%
Energy 18.0%
Industrials 9.0%
Consumer Cyclical 7.1%
Communication Services 6.4%
Healthcare 6.3%
Consumer Defensive 4.6%
Basic Materials 3.6%
Utilities 2.4%