Capital Wealth Planning, LLC - Portfolio Stock Holdings
Capital Wealth Planning, LLC disclosed 168 stock positions in a recent SEC 13F filing. $20,016,901,468 of stock holdings were filed, with the largest holdings including CAT, AAPL, and GS. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $17,247,323,339 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.
Report Period:
June 30, 2026No. of Stocks:
168Est. Stock Holding Value:
$20,016,901,468Top Stock Holdings By Sector
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Portfolio Stock Holdings - Capital Wealth Planning, LLC
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% of Portfolio
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