StockDriftsStockDriftsTop 50 U.s. Capital Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.7% | 616.3K | $107.5M | +10.17%(+56.91K) | $87.93(+123.48%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.54% | 155.2K | $100.9M | +44.09%(+47.48K) | $518.88(+39.49%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.54% | 397.5K | $100.9M | +7.00%(+25.99K) | $170.14(+67.03%) | 2026-03-31 | |
| HPK | HIGHPEAK ENERGY INC | 2.41% | 13.89M | $95.8M | +0.00%(+0) | $12.57(-45.99%) | 2026-03-31 | |
| PIFI | ETF SER SOLUTIONS | 2.39% | 1.01M | $94.9M | -0.47%(-4.72K) | $97.29(-3.32%) | 2026-03-31 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 2.17% | 2.28M | $86.2M | -0.24%(-5.57K) | $25.74(+49.59%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.29% | 138.2K | $51.1M | +12.70%(+15.57K) | $315.69(+30.31%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.26% | 295.7K | $50.2M | -3.76%(-11.56K) | $80.96(+91.30%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.24% | 85.4K | $49.3M | +32.82%(+21.10K) | $445.52(+52.99%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.14% | 218.5K | $45.5M | +7.36%(+14.98K) | $172.64(+58.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +3.40% | +10.54% | — | — | +15.84% |
| Top 20 Holdings Unweighted | +15.27% | +53.15% | — | — | +55.09% |
U.s. Capital Wealth Advisors, Llc reports $3.98B in US-listed equity holdings across 999 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (2.7%), SPY (2.5%) and AAPL (2.5%). The top 20 holdings account for 29.2% of reported assets. Its disclosed equity book has returned +10.54% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from U.s. Capital Wealth Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1808915). View U.s. Capital Wealth Advisors, Llc’s 13F filings on SEC