§ 13F · FUND PROFILE
Capital Wealth Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $14.2B (13F)Positions · 185Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GS | GOLDMAN SACHS GROUP INC | 1.07M | $903M | 5.0% | +14% |
| 2 | MSFT | MICROSOFT CORP | 2.38M | $882M | 4.9% | +52% |
| 3 | RTX | RTX CORPORATION | 4.56M | $880M | 4.9% | +7% |
| 4 | JPM | JPMORGAN CHASE & CO | 2.87M | $845M | 4.7% | +17% |
| 5 | AAPL | APPLE INC | 3.32M | $843M | 4.6% | +21% |
| 6 | CAT | CATERPILLAR INC | 1.19M | $840M | 4.6% | −9% |
| 7 | CVX | CHEVRON CORPORATION | 3.87M | $800M | 4.4% | +41% |
| 8 | AXP | AMERICAN EXPRESS CO | 2.63M | $795M | 4.4% | +22% |
| 9 | TJX | TJX COS INC NEW | 4.66M | $744M | 4.1% | +14% |
| 10 | HD | HOME DEPOT INC | 2.17M | $714M | 3.9% | +18% |
§ 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 $14.2 billion in assets. The fund runs a portfolio of 185 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed