Capital Wealth Planning, LLC Portfolio Holdings

Capital Wealth Planning, LLC

  • $12.5 Billion
  • Q2 2025

Capital Wealth Planning, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $12.5 Billion distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Group Inc with a value of $709M, Meta Platforms, Inc. with a value of $709M, Jpmorgan Chase & CO with a value of $697M, International Business Machines Corp with a value of $683M, and Microsoft Corp with a value of $672M.

Examining the 13F form we can see an increase of $1.17B in the current position value, from $11.3B to 12.5B.

Below you can find more details about Capital Wealth Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $12.5 Billion
Financial Services: $3.35 Billion
Technology: $1.94 Billion
Industrials: $1.93 Billion
Consumer Cyclical: $1.58 Billion
Communication Services: $998 Million
Consumer Defensive: $739 Million
Healthcare: $534 Million
ETFs: $451 Million
Other: $956 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$253B
$709 Million 5.68% of portfolio
1,001,294
Q2 2025 Reduced 9.65%
$1.72T
$709 Million 5.68% of portfolio
960,601
Q2 2025 Added 26.32%
$859B
$697 Million 5.58% of portfolio
2,405,225
Q2 2025 Reduced 2.12%
$230B
$683 Million 5.47% of portfolio
2,318,565
Q2 2025 Added 9.49%
$3.71T
$672 Million 5.38% of portfolio
1,350,863
Q2 2025 Reduced 5.7%
$560B
$665 Million 5.33% of portfolio
1,874,215
Q2 2025 Added 2.02%
$227B
$636 Million 5.09% of portfolio
4,352,340
Q2 2025 Added 57.09%
$223B
$634 Million 5.08% of portfolio
1,633,850
Q2 2025 Added 0.08%
$94.4B
$612 Million 4.9% of portfolio
2,218,640
Q2 2025 Added 0.69%
$430B
$596 Million 4.78% of portfolio
1,626,282
Q2 2025 Added 7.57%
$243B
$584 Million 4.68% of portfolio
1,831,251
Q2 2025 Reduced 6.04%
$144B
$539 Million 4.32% of portfolio
2,316,490
Q2 2025 Reduced 2.2%
$3.82T
$521 Million 4.17% of portfolio
2,537,343
Q2 2025 Added 56.05%
$164B
$477 Million 3.82% of portfolio
3,865,636
Q2 2025 Added 1.02%
$230B
$470 Million 3.77% of portfolio
1,610,074
Q2 2025 Added 33.12%
$377B
$471 Million 3.77% of portfolio
2,955,810
Q2 2025 Added 7.02%
$150B
$363 Million 2.9% of portfolio
1,298,310
Q2 2025 Added 19.57%
$301B
$353 Million 2.83% of portfolio
2,465,458
Q2 2025 Added 9.04%
$70.2B
$292 Million 2.34% of portfolio
2,455,745
Q2 2025 Added 7.49%
$92.5B
$264 Million 2.11% of portfolio
2,234,634
Q2 2025 Added 3.02%
$182B
$257 Million 2.06% of portfolio
5,936,298
Q2 2025 Added 2.47%
$292B
$250 Million 2.0% of portfolio
3,527,767
Q2 2025 Added 51,370.19%
$213B
$126 Million 1.01% of portfolio
1,586,786
Q2 2025 Added 41,147.36%
$27.6B
$98.9 Million 0.79% of portfolio
2,355,800
Q2 2025 Added 100.0%
$0
$34.1 Million 0.27% of portfolio
55,181
Q2 2025 Added 3.71%
$35.7B
$14.5 Million 0.12% of portfolio
94,260
Q1 2024 Reduced 7.61%
$316B
$12.7 Million 0.1% of portfolio
41,905
Q2 2025 Added 48.38%
$419B
$11.1 Million 0.09% of portfolio
70,099
Q2 2025 Added 115.73%
$277B
$10.9 Million 0.09% of portfolio
90,385
Q2 2025 Added 75.64%
$11.1B
$11.5 Million 0.09% of portfolio
201,250
Q2 2025 Added 65.6%
$192B
$11.1 Million 0.09% of portfolio
810,026
Q2 2025 Added 72.58%
$1.28T
$11.8 Million 0.09% of portfolio
51,950
Q2 2025 Added 37.98%
$33.4B
$9.59 Million 0.08% of portfolio
129,130
Q2 2025 Added 78.25%
$79B
$9.41 Million 0.08% of portfolio
505,937
Q2 2025 Reduced 5.66%
$252B
$9.54 Million 0.08% of portfolio
52,367
Q2 2025 Added 92.72%
$111B
$9.29 Million 0.07% of portfolio
276,153
Q2 2025 Added 282.08%
$114B
$9.03 Million 0.07% of portfolio
597,575
Q2 2025 Added 119.85%
$702B
$9.06 Million 0.07% of portfolio
11,621
Q2 2025 Added 10.5%
$90.7B
$9.24 Million 0.07% of portfolio
170,087
Q2 2025 Added 13.98%
$0
$6.97 Million 0.06% of portfolio
15,822
Q2 2025 Reduced 35.8%
$112B
$7.77 Million 0.06% of portfolio
505,420
Q2 2025 Added 38.01%
$2.4T
$7.35 Million 0.06% of portfolio
33,488
Q2 2025 Added 138.69%
$35.5B
$7.71 Million 0.06% of portfolio
296,354
Q2 2025 Added 134.62%
$19.7B
$7.66 Million 0.06% of portfolio
233,389
Q2 2025 Added 156.49%
$35B
$5.8 Million 0.05% of portfolio
184,685
Q2 2025 Added 22.16%
$316B
$6 Million 0.05% of portfolio
7,486
Q2 2025 Added 75.98%
$107B
$5.88 Million 0.05% of portfolio
36,733
Q2 2025 New
$0
$6.07 Million 0.05% of portfolio
115,929
Q2 2025 Added 5.21%
$253B
$5.89 Million 0.05% of portfolio
84,314
Q2 2025 Added 37.96%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $12.5 Billion
  • Prior Value $11.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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