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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 6 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DELL DELL TECHNOLOGIES INC Technology 12,435.0 $2.0M 0.05% -13K -50.7% $164.13 +46.4%
102 OHI OMEGA HEALTHCARE INVS INC Real Estate 42,783.0 $1.9M 0.05% -4K -7.8% $43.82 +9.5%
103 PH PARKER-HANNIFIN CORP Industrials 2,043.0 $1.8M 0.05% -5K -71.2% $895.39 -4.3%
104 IWR ISHARES TR 18,103.0 $1.8M 0.04% -2K -8.0% $97.23 +6.4%
105 CRM SALESFORCE INC Technology 9,387.0 $1.8M 0.04% -3K -21.4% $186.67 -4.3%
106 IJH ISHARES TR 25,739.0 $1.7M 0.04% -2K -6.8% $67.53 +6.9%
107 IEFA ISHARES TR 18,600.0 $1.7M 0.04% -2K -8.2% $90.53 +5.8%
108 SPYD SPDR SERIES TRUST 36,856.0 $1.7M 0.04% -102K -73.5% $45.52 +2.6%
109 DDOG DATADOG INC Technology 13,538.0 $1.6M 0.04% -578.0 -4.1% $118.05 +77.0%
110 ADBE ADOBE INC Technology 6,506.0 $1.6M 0.04% -615.0 -8.6% $243.08 +4.0%
111 POCT INNOVATOR ETFS TRUST 36,280.0 $1.6M 0.04% -4K -10.8% $43.11 +6.4%
112 CTRA COTERRA ENERGY INC Energy 44,281.0 $1.6M 0.04% -11K -19.6% $35.14 -7.3%
113 RL RALPH LAUREN CORP Consumer Cyclical 4,444.0 $1.5M 0.04% -6K -59.0% $343.99 -4.8%
114 TPR TAPESTRY INC Consumer Cyclical 10,825.0 $1.5M 0.04% -27K -71.3% $141.11 -6.7%
115 OXY OCCIDENTAL PETE CORP Energy 22,984.0 $1.5M 0.04% -8K -25.0% $65.00 -8.0%
116 XLC SELECT SECTOR SPDR TR 13,164.0 $1.5M 0.04% -311.0 -2.3% $110.86 +5.8%
117 CW CURTISS WRIGHT CORP Industrials 2,136.0 $1.5M 0.04% -3K -59.1% $681.12 +3.9%
118 BWXT BWX TECHNOLOGIES INC Industrials 6,920.0 $1.4M 0.04% -93.0 -1.3% $204.49 -1.1%
119 HCA HCA HEALTHCARE INC Healthcare 2,959.0 $1.4M 0.04% -810.0 -21.5% $473.24 -9.9%
120 MTUM ISHARES TR 5,591.0 $1.3M 0.03% -4K -41.3% $239.98 +22.3%
Page 6 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%