Capital Wealth Planning, LLC portfolio
Managed by . 151 reported positions worth $18.1B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| FDX | FEDEX CORP | $380.6M | 1,068,523 | 2.10% |
| MDT | MEDTRONIC PLC | $305.2M | 3,522,435 | 1.68% |
| NSC | NORFOLK SOUTHN CORP | $257.8M | 898,374 | 1.42% |
| NTR | NUTRIEN LTD | $37.9M | 502,195 | 0.21% |
| AZN | ASTRAZENECA PLC | $26.3M | 133,597 | 0.15% |
| BUD | ANHEUSER BUSCH INBEV SA NV | $17.7M | 255,033 | 0.10% |
| SHG | SHINHAN FINANCIAL GROUP CO L | $16.9M | 276,319 | 0.09% |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $16.4M | 886,835 | 0.09% |
| SSL | SASOL LTD | $16.0M | 1,230,750 | 0.09% |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | $15.8M | 525,000 | 0.09% |
| CP | CANADIAN PACIFIC KANSAS CITY | $14.6M | 186,192 | 0.08% |
| TS | TENARIS S A | $14.0M | 240,514 | 0.08% |
| LRCX | LAM RESEARCH CORP | $11.2M | 52,326 | 0.06% |
| INTU | INTUIT | $8.9M | 20,684 | 0.05% |
| LIN | LINDE PLC | $8.4M | 17,001 | 0.05% |
| EXC | EXELON CORP | $6.8M | 139,497 | 0.04% |
| PANW | PALO ALTO NETWORKS INC | $6.7M | 41,593 | 0.04% |
| SLB | SLB LIMITED | $6.6M | 128,505 | 0.04% |
| TAC | TRANSALTA CORP | $6.6M | 500,960 | 0.04% |
| SKM | SK TELECOM CO LTD | $2.5M | 85,001 | 0.01% |
| TKO | TKO GROUP HOLDINGS INC | $2.3M | 11,200 | 0.01% |
| WDAY | WORKDAY INC | $1.1M | 8,284 | 0.01% |
| LMT | LOCKHEED MARTIN CORP | $983,232 | 1,627 | 0.01% |
| IWF | ISHARES TR | $731,276 | 1,715 | 0.00% |
| TPL | TEXAS PACIFIC LAND CORPORATI | $427,104 | 900 | 0.00% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $18.9M | 206,389 | 0.00% |
| SONY | SONY GROUP CORP | $9.6M | 371,198 | 0.00% |
| HOOD | ROBINHOOD MKTS INC | $8.3M | 73,825 | 0.00% |
| SAP | SAP SE | $6.2M | 26,013 | 0.00% |
| BA | BOEING CO | $6.1M | 28,034 | 0.00% |
| TME | TENCENT MUSIC ENTMT GROUP | $6.0M | 334,026 | 0.00% |
| IBN | ICICI BANK LIMITED | $5.9M | 198,300 | 0.00% |
| U | UNITY SOFTWARE INC | $5.4M | 123,087 | 0.00% |
| SHOP | SHOPIFY INC | $4.4M | 27,195 | 0.00% |
| KWEB | KRANESHARES TRUST | $4.3M | 125,584 | 0.00% |
| JKS | JINKOSOLAR HLDG CO LTD | $3.3M | 118,079 | 0.00% |
| VST | VISTRA CORP | $3.2M | 20,131 | 0.00% |
| XP | XP INC | $3.2M | 197,874 | 0.00% |
| PBR | PETROLEO BRASILEIRO SA PETRO | $3.1M | 257,372 | 0.00% |
| NU | NU HLDGS LTD | $2.9M | 175,435 | 0.00% |
| SE | SEA LTD | $2.9M | 22,303 | 0.00% |
| ISRG | INTUITIVE SURGICAL INC | $2.8M | 4,860 | 0.00% |
| APP | APPLOVIN CORP | $2.7M | 4,025 | 0.00% |
| MLM | MARTIN MARIETTA MATLS INC | $2.7M | 4,325 | 0.00% |
| KR | KROGER CO | $2.6M | 42,353 | 0.00% |
| COPX | GLOBAL X FDS | $2.5M | 34,507 | 0.00% |
| SLV | ISHARES SILVER TR | $845,513 | 13,125 | 0.00% |
| HONGBP | HONEYWELL INTL INC | $804,189 | 4,122 | 0.00% |
| CNR | CORE NATURAL RESOURCES INC | $654,974 | 7,400 | 0.00% |
| GOOG | ALPHABET INC | $477,604 | 1,522 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $928.2M | 2,507,605 | 5.12% | +52% |
| GS | GOLDMAN SACHS GROUP INC | $903.1M | 1,067,492 | 4.98% | +14% |
| AAPL | APPLE INC | $901.9M | 3,553,595 | 4.97% | +21% |
| RTX | RTX CORPORATION | $888.9M | 4,607,925 | 4.90% | +7% |
| JPM | JPMORGAN CHASE & CO | $845.1M | 2,873,074 | 4.66% | +17% |
| CVX | CHEVRON CORPORATION | $799.8M | 3,865,516 | 4.41% | +41% |
| AXP | AMERICAN EXPRESS CO | $795.5M | 2,629,848 | 4.39% | +22% |
| TJX | TJX COS INC NEW | $743.7M | 4,656,885 | 4.10% | +14% |
| HD | HOME DEPOT INC | $720.0M | 2,189,130 | 3.97% | +18% |
| V | VISA INC | $708.3M | 2,343,562 | 3.91% | +8% |
| MCD | MCDONALDS CORP | $665.5M | 2,141,203 | 3.67% | +14% |
| AMGN | AMGEN INC | $651.9M | 1,852,716 | 3.59% | +28% |
| IBM | INTERNATIONAL BUSINESS MACHS | $642.3M | 2,649,879 | 3.54% | +8% |
| WMT | WALMART INC | $640.6M | 5,154,836 | 3.53% | +29% |
| AEM | AGNICO EAGLE MINES LTD | $499.2M | 2,459,250 | 2.75% | +31% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $1.3M | 8,660 | 0.01% | -99% |
| META | META PLATFORMS INC | $45.7M | 79,960 | 0.25% | -90% |
| PEP | PEPSICO INC | $537,303 | 3,460 | 0.00% | -83% |
| DIA | STATE STR SPDR DOW JONES IND | $7.7M | 16,633 | 0.04% | -77% |
| GLD | SPDR GOLD TR | $3.3M | 7,747 | 0.02% | -42% |
| DE | DEERE & CO | $324,133 | 575 | 0.00% | -34% |
| NMRK | NEWMARK GROUP INC | $215,121 | 14,351 | 0.00% | -33% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.3M | 2,767 | 0.01% | -28% |
| EMBJ | EMBRAER S.A. | $11.8M | 199,489 | 0.07% | -28% |
| FAST | FASTENAL CO | $79.3M | 1,709,717 | 0.44% | -27% |
| RF | REGIONS FINANCIAL CORP NEW | $640,906 | 24,537 | 0.00% | -25% |
| NVS | NOVARTIS AG | $19.2M | 125,419 | 0.11% | -23% |
| ASTS | AST SPACEMOBILE INC | $3.2M | 39,086 | 0.02% | -18% |
| BIL | SPDR SERIES TRUST | $364.9M | 3,982,248 | 2.01% | -17% |
| QDVO | AMPLIFY ETF TR | $311,680 | 11,695 | 0.00% | -16% |
Largest 150 of 151 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $928.2M | 2,507,605 | 5.12% | — |
| GS | GOLDMAN SACHS GROUP INC | $903.1M | 1,067,492 | 4.98% | — |
| AAPL | APPLE INC | $901.9M | 3,553,595 | 4.97% | — |
| RTX | RTX CORPORATION | $888.9M | 4,607,925 | 4.90% | — |
| JPM | JPMORGAN CHASE & CO | $845.1M | 2,873,074 | 4.66% | — |
| CAT | CATERPILLAR INC | $840.3M | 1,186,096 | 4.63% | — |
| CVX | CHEVRON CORPORATION | $799.8M | 3,865,516 | 4.41% | — |
| AXP | AMERICAN EXPRESS CO | $795.5M | 2,629,848 | 4.39% | — |
| TJX | TJX COS INC NEW | $743.7M | 4,656,885 | 4.10% | — |
| HD | HOME DEPOT INC | $720.0M | 2,189,130 | 3.97% | — |
| V | VISA INC | $708.3M | 2,343,562 | 3.91% | — |
| CME | CME GROUP INC | $675.9M | 2,288,352 | 3.73% | — |
| MCD | MCDONALDS CORP | $665.5M | 2,141,203 | 3.67% | — |
| AMGN | AMGEN INC | $651.9M | 1,852,716 | 3.59% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $642.3M | 2,649,879 | 3.54% | — |
| WMT | WALMART INC | $640.6M | 5,154,836 | 3.53% | — |
| MRK | MERCK & CO INC | $543.3M | 4,516,730 | 3.00% | — |
| AEM | AGNICO EAGLE MINES LTD | $499.2M | 2,459,250 | 2.75% | — |
| MPC | MARATHON PETE CORP | $400.8M | 1,641,315 | 2.21% | — |
| FDX | FEDEX CORP | $380.6M | 1,068,523 | 2.10% | — |
| BIL | SPDR SERIES TRUST | $364.9M | 3,982,248 | 2.01% | — |
| KO | COCA COLA CO | $364.2M | 4,788,705 | 2.01% | — |
| DUK | DUKE ENERGY CORP NEW | $358.9M | 2,740,814 | 1.98% | — |
| SOFR | AMPLIFY ETF TR | $327.3M | 3,268,487 | 1.81% | — |
| MDT | MEDTRONIC PLC | $305.2M | 3,522,435 | 1.68% | — |
| NSC | NORFOLK SOUTHN CORP | $257.8M | 898,374 | 1.42% | — |
| VZ | VERIZON COMMUNICATIONS INC | $190.3M | 3,791,604 | 1.05% | — |
| NVDA | NVIDIA CORPORATION | $101.3M | 581,100 | 0.56% | — |
| FAST | FASTENAL CO | $79.3M | 1,709,717 | 0.44% | — |
| GOOGL | ALPHABET INC | $70.6M | 245,570 | 0.39% | — |
| QQQ | INVESCO QQQ TR | $70.5M | 122,186 | 0.39% | — |
| AMZN | AMAZON COM INC | $49.7M | 238,800 | 0.27% | — |
| META | META PLATFORMS INC | $45.7M | 79,960 | 0.25% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $42.4M | 125,558 | 0.23% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.2M | 61,867 | 0.22% | — |
| NTR | NUTRIEN LTD | $37.9M | 502,195 | 0.21% | — |
| AVGO | BROADCOM INC | $36.1M | 116,726 | 0.20% | — |
| TSLA | TESLA INC | $34.4M | 92,652 | 0.19% | — |
| BMO | BANK MONTREAL MEDIUM | $31.7M | 234,353 | 0.17% | — |
| BABA | ALIBABA GROUP HLDG LTD | $30.4M | 242,356 | 0.17% | — |
| CCJ | CAMECO CORP | $29.4M | 270,531 | 0.16% | — |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $28.8M | 1,698,895 | 0.16% | — |
| LLY | ELI LILLY & CO | $28.3M | 30,812 | 0.16% | — |
| AMX | AMERICA MOVIL SAB DE CV | $26.6M | 1,044,181 | 0.15% | — |
| AZN | ASTRAZENECA PLC | $26.3M | 133,597 | 0.15% | — |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $25.8M | 1,305,755 | 0.14% | — |
| NFLX | NETFLIX INC. | $24.0M | 249,760 | 0.13% | — |
| BTI | BRITISH AMERN TOB PLC | $23.7M | 405,797 | 0.13% | — |
| CIB | GRUPO CIBEST SA | $23.1M | 316,858 | 0.13% | — |
| ENB | ENBRIDGE INC | $22.3M | 411,812 | 0.12% | — |
| WPM | WHEATON PRECIOUS METALS CORP | $21.9M | 167,492 | 0.12% | — |
| SCCO | SOUTHERN COPPER CORP | $21.9M | 127,518 | 0.12% | — |
| IMO | IMPERIAL OIL LTD | $21.8M | 166,800 | 0.12% | — |
| SBS | COMPANHIA DE SANEAMENTO BASI | $21.8M | 713,859 | 0.12% | — |
| E | ENI SPA | $21.5M | 378,921 | 0.12% | — |
| ASML | ASML HLDG NV | $21.2M | 16,052 | 0.12% | — |
| VOD | VODAFONE GROUP PLC | $20.9M | 1,394,354 | 0.12% | — |
| BCS | BARCLAYS PLC | $19.2M | 906,223 | 0.11% | — |
| RYAAY | RYANAIR HOLDINGS PLC | $19.2M | 331,522 | 0.11% | — |
| NVS | NOVARTIS AG | $19.2M | 125,419 | 0.11% | — |
| AMD | ADVANCED MICRO DEVICES INC | $18.6M | 91,404 | 0.10% | — |
| BIDU | BAIDU INC | $18.3M | 164,149 | 0.10% | — |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $18.2M | 838,001 | 0.10% | — |
| ESLT | ELBIT SYS LTD | $17.9M | 21,032 | 0.10% | — |
| BUD | ANHEUSER BUSCH INBEV SA NV | $17.7M | 255,033 | 0.10% | — |
| FMX | FOMENTO ECONOMICO MEXICANO S | $17.1M | 154,363 | 0.09% | — |
| SHG | SHINHAN FINANCIAL GROUP CO L | $16.9M | 276,319 | 0.09% | — |
| BMA | BANCO MACRO S A | $16.9M | 218,181 | 0.09% | — |
| MU | MICRON TECHNOLOGY INC | $16.8M | 49,752 | 0.09% | — |
| CSCO | CISCO SYS INC | $16.6M | 213,354 | 0.09% | — |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $16.4M | 886,835 | 0.09% | — |
| SAN | BANCO SANTANDER SA | $16.4M | 1,452,014 | 0.09% | — |
| COST | COSTCO WHOLESALE CORPORATION | $16.0M | 16,042 | 0.09% | — |
| SSL | SASOL LTD | $16.0M | 1,230,750 | 0.09% | — |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | $15.8M | 525,000 | 0.09% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $14.6M | 186,192 | 0.08% | — |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $14.3M | 388,676 | 0.08% | — |
| TS | TENARIS S A | $14.0M | 240,514 | 0.08% | — |
| RJF | RAYMOND JAMES FINL INC | $13.6M | 94,260 | 0.08% | — |
| RIO | RIO TINTO PLC | $13.6M | 145,308 | 0.07% | — |
| ABBV | ABBVIE INC | $12.4M | 57,056 | 0.07% | — |
| EMBJ | EMBRAER S.A. | $11.8M | 199,489 | 0.07% | — |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $11.5M | 532,562 | 0.06% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $11.5M | 78,607 | 0.06% | — |
| LTM | LATAM AIRLINES GROUP SA | $11.3M | 228,990 | 0.06% | — |
| KEP | KOREA ELEC PWR CORP | $11.2M | 785,841 | 0.06% | — |
| LRCX | LAM RESEARCH CORP | $11.2M | 52,326 | 0.06% | — |
| MT | ARCELORMITTAL SA LUXEMBOURG | $10.4M | 199,876 | 0.06% | — |
| NTES | NETEASE COM INC | $10.3M | 91,819 | 0.06% | — |
| TMUS | T-MOBILE US INC | $10.3M | 48,848 | 0.06% | — |
| TTE | TOTALENERGIES SE | $9.3M | 102,482 | 0.05% | — |
| INTU | INTUIT | $8.9M | 20,684 | 0.05% | — |
| ALL | ALLSTATE CORP | $8.9M | 42,796 | 0.05% | — |
| HAS | HASBRO INC | $8.8M | 93,580 | 0.05% | — |
| LIN | LINDE PLC | $8.4M | 17,001 | 0.05% | — |
| EFA | ISHARES TR | $8.4M | 86,558 | 0.05% | — |
| COR | CENCORA INC | $8.3M | 26,427 | 0.05% | — |
| MO | ALTRIA GROUP INC | $8.2M | 124,344 | 0.05% | — |
| AMAT | APPLIED MATLS INC | $8.1M | 23,753 | 0.04% | — |
| INTC | INTEL CORP | $8.1M | 182,751 | 0.04% | — |
| DIA | STATE STR SPDR DOW JONES IND | $7.7M | 16,633 | 0.04% | — |
| DGX | QUEST DIAGNOSTICS INC | $7.3M | 36,994 | 0.04% | — |
| EXC | EXELON CORP | $6.8M | 139,497 | 0.04% | — |
| ETN | EATON CORP PLC | $6.7M | 18,798 | 0.04% | — |
| PCAR | PACCAR INC | $6.7M | 57,924 | 0.04% | — |
| STLD | STEEL DYNAMICS INC | $6.7M | 37,143 | 0.04% | — |
| PANW | PALO ALTO NETWORKS INC | $6.7M | 41,593 | 0.04% | — |
| SLB | SLB LIMITED | $6.6M | 128,505 | 0.04% | — |
| TAC | TRANSALTA CORP | $6.6M | 500,960 | 0.04% | — |
| CRH | CRH PLC | $5.3M | 49,958 | 0.03% | — |
| CX | CEMEX SA EURO MTN BE 144A | $5.2M | 454,348 | 0.03% | — |
| SYK | STRYKER CORPORATION | $5.1M | 15,586 | 0.03% | — |
| RKLB | ROCKET LAB CORP | $4.8M | 75,420 | 0.03% | — |
| EXMOC | EXXON MOBIL CORP | $4.7M | 27,641 | 0.03% | — |
| XLF | SELECT SECTOR SPDR TR | $4.5M | 92,118 | 0.03% | — |
| XLI | SELECT SECTOR SPDR TR | $4.5M | 27,534 | 0.02% | — |
| GLD | SPDR GOLD TR | $3.3M | 7,747 | 0.02% | — |
| SH | PROSHARES TR | $3.3M | 85,885 | 0.02% | — |
| ASTS | AST SPACEMOBILE INC | $3.2M | 39,086 | 0.02% | — |
| SKM | SK TELECOM CO LTD | $2.5M | 85,001 | 0.01% | — |
| TRV | TRAVELERS COMPANIES INC | $2.3M | 8,000 | 0.01% | — |
| TKO | TKO GROUP HOLDINGS INC | $2.3M | 11,200 | 0.01% | — |
| DIVO | AMPLIFY ETF TR | $1.5M | 33,494 | 0.01% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.3M | 2,767 | 0.01% | — |
| JNJ | JOHNSON & JOHNSON | $1.3M | 5,249 | 0.01% | — |
| PG | PROCTER & GAMBLE CO | $1.3M | 8,660 | 0.01% | — |
| WDAY | WORKDAY INC | $1.1M | 8,284 | 0.01% | — |
| UNH | UNITEDHEALTH GROUP INC | $1.0M | 3,880 | 0.01% | — |
| LMT | LOCKHEED MARTIN CORP | $983,232 | 1,627 | 0.01% | — |
| PH | PARKER-HANNIFIN CORP | $851,373 | 951 | 0.00% | — |
| IWF | ISHARES TR | $731,276 | 1,715 | 0.00% | — |
| RF | REGIONS FINANCIAL CORP NEW | $640,906 | 24,537 | 0.00% | — |
| BCI | ABRDN ETFS | $539,238 | 22,200 | 0.00% | — |
| PEP | PEPSICO INC | $537,303 | 3,460 | 0.00% | — |
| GE | GE AEROSPACE | $522,739 | 1,842 | 0.00% | — |
| LNG | CHENIERE ENERGY INC | $472,744 | 1,666 | 0.00% | — |
| TPL | TEXAS PACIFIC LAND CORPORATI | $427,104 | 900 | 0.00% | — |
| GEV | GE VERNOVA INC | $412,883 | 473 | 0.00% | — |
| CEG | CONSTELLATION ENERGY CORP | $392,838 | 1,407 | 0.00% | — |
| XLE | SELECT SECTOR SPDR TR | $358,739 | 5,856 | 0.00% | — |
| TDY | TELEDYNE TECHNOLOGIES INC | $337,596 | 558 | 0.00% | — |
| DE | DEERE & CO | $324,133 | 575 | 0.00% | — |
| QDVO | AMPLIFY ETF TR | $311,680 | 11,695 | 0.00% | — |
| IYT | ISHARES TR | $273,435 | 3,665 | 0.00% | — |
| FCX | FREEPORT MCMORAN INC | $267,592 | 4,552 | 0.00% | — |
| SCHX | SCHWAB STRATEGIC TR | $257,579 | 10,046 | 0.00% | — |
| MRSH | MARSH & MCLENNAN COS INC | $244,044 | 1,407 | 0.00% | — |
| COF | CAPITAL ONE FINL CORP | $237,159 | 1,300 | 0.00% | — |
| EMR | EMERSON ELEC CO | $230,726 | 1,761 | 0.00% | — |
| NMRK | NEWMARK GROUP INC | $215,121 | 14,351 | 0.00% | — |
This table is the 150 largest positions by value, out of 151 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Capital Wealth Planning, LLC (CIK 1566728, accession 0002085853-26-000600). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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