CAPITAL WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
CAPITAL WEALTH MANAGEMENT, LLC disclosed 43 stock positions in a recent SEC 13F filing. $438,566,288 of stock holdings were filed, with the largest holdings including VUG, SPSB, and VTV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
43Est. Stock Holding Value:
$438,566,288Top 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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