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Portfolio (Quarterly) Guide ↗

U.S. Capital Wealth Advisors, LLC

· CIK 0001808915
13F Portfolio $4.0B AUM 1,014 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 114 New 493 Added 275 Reduced 86 Exited
Page 2 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQM INVESCO EXCH TRADED FD TR II 43,467.0 $10.3M 0.26% -227.0 -0.5% $237.62 +23.1%
22 OKE ONEOK INC NEW Energy 113,408.0 $10.3M 0.26% -1K -1.0% $90.39 +1.3%
23 SCCO SOUTHERN COPPER CORP Basic Materials 58,821.0 $10.1M 0.26% -52K -46.8% $172.06 +2.3%
24 DFAU DIMENSIONAL ETF TRUST 210,828.0 $9.5M 0.24% -1K -0.6% $45.12 +12.3%
25 XLK SELECT SECTOR SPDR TR 70,624.0 $9.4M 0.24% -18K -20.5% $132.90 +33.1%
26 SCHX SCHWAB STRATEGIC TR 353,258.0 $9.1M 0.23% -2K -0.6% $25.64 +13.2%
27 GS GOLDMAN SACHS GROUP INC Financial Services 10,233.0 $8.7M 0.22% -11K -52.5% $846.01 +12.8%
28 RSPT INVESCO EXCHANGE TRADED FD T 185,636.0 $8.4M 0.21% -3K -1.4% $45.26 +27.9%
29 VGT VANGUARD WORLD FD 11,872.0 $8.3M 0.21% -736.0 -5.8% $697.72 -83.7%
30 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 24,537.0 $8.1M 0.20% -3K -10.3% $330.87 -13.2%
31 CE CELANESE CORP DEL Basic Materials 117,964.0 $7.8M 0.20% -34K -22.5% $65.77 -15.2%
32 PM PHILIP MORRIS INTL INC Consumer Defensive 46,181.0 $7.6M 0.19% -20K -30.2% $165.34 +14.0%
33 EOG EOG RES INC Energy 52,594.0 $7.6M 0.19% -38K -42.0% $144.57 -4.3%
34 VGSH VANGUARD SCOTTSDALE FDS 125,276.0 $7.3M 0.18% -4K -3.1% $58.54 -0.5%
35 OAKM HARRIS OAKMARK ETF TRUST 258,535.0 $7.1M 0.18% -85K -24.8% $27.57 +0.9%
36 DIA STATE STR SPDR DOW JONES IND Financial Services 15,209.0 $7.0M 0.18% -1K -8.8% $463.18 +6.9%
37 VTV VANGUARD INDEX FDS 32,172.0 $6.3M 0.16% -590.0 -1.8% $196.20 +5.4%
38 IWV ISHARES TR 16,955.0 $6.3M 0.16% -801.0 -4.5% $370.67 +12.7%
39 WPM WHEATON PRECIOUS METALS CORP Basic Materials 47,303.0 $6.2M 0.16% -5K -9.1% $131.01 +1.2%
40 DAL DELTA AIR LINES INC Industrials 92,837.0 $6.2M 0.15% -8K -8.1% $66.48 +7.8%
Page 2 of 14  ·  275 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
Energy 21.3%
Technology 20.3%
Financial Services 17.1%
Industrials 8.5%
Healthcare 6.9%
Consumer Cyclical 6.2%
Communication Services 5.8%
Basic Materials 4.5%
Consumer Defensive 4.5%
Utilities 2.5%