Institutions / Capital Wealth Planning, LLC
Capital Wealth Planning, LLC
CIK 1566728 · Institution · as of Dec 31, 2025
Portfolio value
$15.45B
Positions
155
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 155 →
| Company | Value | % of portfolio |
|---|---|---|
| The Goldman Sachs Group, Inc. | $834.14M | 5.4% |
| American Express Co | $798.55M | 5.2% |
| Apple Inc. | $797.55M | 5.2% |
| JPMORGAN CHASE & CO | $794.26M | 5.1% |
| RTX Corp | $793.75M | 5.1% |
| Microsoft Corp | $790.89M | 5.1% |
| Caterpillar Inc | $763.49M | 4.9% |
| Visa Inc | $757.90M | 4.9% |
| CME Group Inc | $736.20M | 4.8% |
| International Business Machines Corp | $719.39M | 4.7% |
| Home Depot, Inc. | $639.26M | 4.1% |
| TJX Cos Inc/The | $628.60M | 4.1% |
| Mcdonald'S Corp | $571.48M | 3.7% |
| Meta Platforms Inc | $546.28M | 3.5% |
| Merck & Co., Inc. | $529.23M | 3.4% |
| Amgen Inc | $473.87M | 3.1% |
| Walmart Inc. | $447.03M | 2.9% |
| SPDR Series Trust | $439.39M | 2.8% |
| Chevron Corp | $422.37M | 2.7% |
| Agnico Eagle Mines Ltd | $319.63M | 2.1% |
| Duke Energy Corp | $314.25M | 2.0% |
| Coca Cola Co | $292.89M | 1.9% |
| Amplify ETF Tr | $284.74M | 1.8% |
| Marathon Petroleum Corp | $245.16M | 1.6% |
| Verizon Communications Inc | $163.24M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.