§ 13F · FUND PROFILE
Capital Wealth Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $12681.5T (13F)Positions · 172Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$125.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GS | GOLDMAN SACHS GROUP INC | 612K | $538.1T | 3.5% | −9% |
| 2 | AXP | AMERICAN EXPRESS CO | 1.37M | $505.8T | 3.3% | ±0% |
| 3 | JPM | JPMORGAN CHASE & CO. | 1.56M | $502.5T | 3.3% | ±0% |
| 4 | V | VISA INC | 1.29M | $451.7T | 2.9% | +5% |
| 5 | RTX | RTX CORPORATION | 2.45M | $449.8T | 2.9% | +50% |
| 6 | MSFT | MICROSOFT CORP | 929K | $449.3T | 2.9% | +66% |
| 7 | CME | CME GROUP INC | 1.65M | $449.3T | 2.9% | +71% |
| 8 | AAPL | APPLE INC | 1.65M | $447.8T | 2.9% | −17% |
| 9 | CAT | CATERPILLAR INC | 781K | $447.6T | 2.9% | −23% |
| 10 | BIL | SPDR SERIES TRUST | 4.81M | $439.4T | 2.8% | +5% |
§ 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 $12681453.7 trillion in assets. The fund runs a portfolio of 172 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed