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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 13 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PGR PROGRESSIVE CORP Financial Services 14,943.0 $3.4M 0.09% NEW $227.72 +2.0%
242 VRT VERTIV HOLDINGS CO Industrials 20,924.0 $3.4M 0.09% NEW $162.01 +92.2%
243 KRP KIMBELL RTY PARTNERS LP Energy 286,897.0 $3.4M 0.09% NEW $11.76 +23.2%
244 PSX PHILLIPS 66 Energy 25,484.0 $3.3M 0.09% NEW $129.04 +36.7%
245 AJG GALLAGHER ARTHUR J & CO Financial Services 12,658.0 $3.3M 0.09% NEW $258.79 -2.5%
246 MCHP MICROCHIP TECHNOLOGY INC. Technology 51,278.0 $3.3M 0.09% NEW $63.72 +32.8%
247 EFA ISHARES TR 33,721.0 $3.2M 0.09% NEW $96.03 +8.7%
248 TKO TKO GROUP HOLDINGS INC Communication Services 15,350.0 $3.2M 0.08% NEW $209.00 -7.0%
249 USRT ISHARES TR 55,991.0 $3.2M 0.08% NEW $56.96 +18.4%
250 DELL DELL TECHNOLOGIES INC Technology 25,209.0 $3.2M 0.08% NEW $125.88 +213.2%
251 QUAL ISHARES TR 15,947.0 $3.2M 0.08% NEW $198.62 +10.0%
252 CRM SALESFORCE INC Technology 11,939.0 $3.2M 0.08% NEW $264.91 -37.3%
253 XLI SELECT SECTOR SPDR TR 20,283.0 $3.1M 0.08% NEW $155.12 +18.6%
254 IVES WEDBUSH SER TR 98,914.0 $3.1M 0.08% NEW $31.61 +18.0%
255 VEU VANGUARD INTL EQUITY INDEX F 42,065.0 $3.1M 0.08% NEW $73.56 +12.8%
256 DFIV DIMENSIONAL ETF TRUST 61,977.0 $3.1M 0.08% NEW $49.90 +10.0%
257 VUSB VANGUARD BD INDEX FDS 61,818.0 $3.1M 0.08% NEW $49.84 -0.4%
258 BLUE OWL CAPITAL CORPORATION 241,511.0 $3.0M 0.08% NEW $12.43
259 JBL JABIL INC Technology 13,156.0 $3.0M 0.08% NEW $228.03 +49.7%
260 AGG ISHARES TR 29,401.0 $2.9M 0.08% NEW $99.88 -1.3%
Page 13 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%