§ 13F · FUND PROFILE
Capital Wealth Planning, LLC.
AUM · $20.0B (13F)Positions · 228Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$374M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | 717K | $764M | 3.8% | +1% |
| 2 | GS | GOLDMAN SACHS GROUP INC | 671K | $678M | 3.4% | −5% |
| 3 | AAPL | APPLE INC | 2.06M | $597M | 3.0% | +1% |
| 4 | JPM | JPMORGAN CHASE & CO | 1.81M | $594M | 3.0% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 1.52M | $566M | 2.8% | +4% |
| 6 | CAT | CATERPILLAR INC | 481K | $512M | 2.6% | — |
| 7 | AXP | AMERICAN EXPRESS CO | 1.45M | $489M | 2.4% | −8% |
| 8 | BIL | SPDR SERIES TRUST | 4.98M | $456M | 2.3% | +25% |
| 9 | AAPL | APPLE INC | 1.51M | $438M | 2.2% | — |
| 10 | CVX | CHEVRON CORPORATION | 2.57M | $426M | 2.1% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPITAL SIGNAL
AC read
Capital Wealth Planning, LLC is a Other fund managing $20.0 billion in assets. The fund runs a broad portfolio of 228 positions.
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