Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

U.S. Capital Wealth Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

U.S. Capital Wealth Advisors, LLC (CIK 1808915) reported $3.98B across 986 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($107.5M, 2.70%), SPY ($100.9M, 2.54%), AAPL ($100.9M, 2.54%), HPK ($95.8M, 2.41%), PIFI ($94.9M, 2.39%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$107.5M2.70%616,338Added
2SPYSTATE STR SPDR S&P 500 ETF T$100.9M2.54%155,152Added
3AAPLAPPLE INC$100.9M2.54%397,504Added
4HPKHIGHPEAK ENERGY INC$95.8M2.41%13.9MHold
5PIFIETF SER SOLUTIONS$94.9M2.39%1.0MTrimmed
6EPDENTERPRISE PRODS PARTNERS L$86.2M2.17%2.3MAdded
7MSFTMICROSOFT CORP$51.1M1.29%138,169Added
8XOMEXXON MOBIL CORP$50.2M1.26%295,742Trimmed
9QQQINVESCO QQQ TR$49.3M1.24%85,383Added
10AMZNAMAZON COM INC$45.5M1.14%218,489Added
11GOOGALPHABET INC$44.8M1.13%156,199Added
12IVVISHARES TR$43.1M1.09%66,056Added
13CVXCHEVRON CORPORATION$43.2M1.09%208,655Trimmed
14RTXRTX CORPORATION$40.5M1.02%210,156Added
15PLTRPALANTIR TECHNOLOGIES INC$38.8M0.98%274,561Trimmed
16JNJJOHNSON & JOHNSON$38.4M0.97%157,263Added
17MPLXMPLX LP$33.0M0.83%577,581Trimmed
18BACBANK AMERICA CORP$32.6M0.82%668,423Trimmed
19WMTWALMART INC$32.3M0.81%260,281Trimmed
20AVGOBROADCOM INC$31.6M0.79%102,039Added
21GOOGLALPHABET INC$31.1M0.78%108,061Added
22VTIVANGUARD INDEX FDS$30.3M0.76%94,423Added
23ETENERGY TRANSFER L P$29.4M0.74%1.5MTrimmed
24OPERETF SER SOLUTIONS$29.4M0.74%293,739Added
25FCXFREEPORT MCMORAN INC$26.3M0.66%446,686Added

Source: SEC Form 13F filings · as of 2026-03-31