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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 5 of 51  ·  1,008 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 176,385.0 $10.8M 0.27% $61.26 -1.2%
82 VB VANGUARD INDEX FDS 41,025.0 $10.7M 0.27% -2K -5.7% $261.92 +7.4%
83 CPT CAMDEN PPTY TR Real Estate 109,452.0 $10.7M 0.27% +25K +29.8% $97.66 +5.0%
84 WELL WELLTOWER INC Real Estate 53,806.0 $10.6M 0.27% $197.71 +8.1%
85 PAYX PAYCHEX INC Industrials 115,318.0 $10.6M 0.27% +22K +23.9% $92.12 -0.6%
86 GEV GE VERNOVA INC Utilities 12,130.0 $10.6M 0.27% +901.0 +8.0% $872.93 +20.2%
87 QQQM INVESCO EXCH TRADED FD TR II 43,467.0 $10.3M 0.26% -227.0 -0.5% $237.62 +22.3%
88 OKE ONEOK INC NEW Energy 113,408.0 $10.3M 0.26% -1K -1.0% $90.39 +2.1%
89 RDVY FIRST TR EXCHANGE TRADED FD 149,670.0 $10.2M 0.26% +6K +4.4% $68.28 +8.1%
90 UBND VICTORY PORTFOLIOS II 467,972.0 $10.2M 0.26% +203K +76.8% $21.78 -1.4%
91 SCCO SOUTHERN COPPER CORP Basic Materials 58,821.0 $10.1M 0.26% -52K -46.8% $172.06 +2.7%
92 ENB ENBRIDGE INC Energy 184,663.0 $10.0M 0.25% +2K +0.8% $54.14 +2.2%
93 MRVL MARVELL TECHNOLOGY INC Technology 98,768.0 $9.8M 0.25% +74K +298.7% $99.05 +78.6%
94 DVN DEVON ENERGY CORP NEW Energy 192,846.0 $9.7M 0.24% +76K +64.7% $50.32 -1.6%
95 WPC WP CAREY INC Real Estate 141,374.0 $9.6M 0.24% +4K +3.1% $67.96 +7.3%
96 DFAU DIMENSIONAL ETF TRUST 210,828.0 $9.5M 0.24% -1K -0.6% $45.12 +12.3%
97 JCI JOHNSON CONTROLS INTERNATION Industrials 72,577.0 $9.5M 0.24% +18K +32.0% $130.95 +9.3%
98 BAI BLACKROCK ETF TRUST 286,336.0 $9.4M 0.24% +27K +10.2% $32.95 +38.1%
99 XLK SELECT SECTOR SPDR TR 70,624.0 $9.4M 0.24% -18K -20.5% $132.90 +31.2%
100 DD DUPONT DE NEMOURS INC Basic Materials 204,489.0 $9.4M 0.24% +172K +533.8% $45.80 +7.7%
Page 5 of 51  ·  1,008 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%