CAPITAL WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
CAPITAL WEALTH MANAGEMENT, LLC disclosed 39 stock positions in a recent SEC 13F filing. $415,887,921 of stock holdings were filed, with the largest holdings including VUG, SPSB, and VTV. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,137,135,987 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
39Est. Stock Holding Value:
$415,887,921Top Stock Holdings By Sector
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Portfolio Stock Holdings - CAPITAL WEALTH MANAGEMENT, LLC
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% of Portfolio
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