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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.5B
$5.63 Million 0.05% of portfolio
11,466
Q2 2025 Added 37.05%
$127B
$4.46 Million 0.04% of portfolio
16,171
Q2 2025 Added 182.71%
$1.21T
$4.74 Million 0.04% of portfolio
26,879
Q2 2025 Added 112.43%
$545B
$4.56 Million 0.04% of portfolio
3,402
Q2 2025 Added 96.76%
$44.8B
$4.95 Million 0.04% of portfolio
165,077
Q2 2025 Added 1.75%
$43B
$4.68 Million 0.04% of portfolio
240,258
Q2 2025 New
$76B
$4.47 Million 0.04% of portfolio
44,174
Q2 2025 Added 39.1%
$15.6B
$5.04 Million 0.04% of portfolio
36,795
Q2 2025 Reduced 2.45%
$34.4B
$5.43 Million 0.04% of portfolio
57,154
Q2 2025 Added 1.35%
$31.8B
$3.35 Million 0.03% of portfolio
313,863
Q2 2025 Added 7.31%
$112B
$3.13 Million 0.03% of portfolio
45,286
Q2 2025 New
$14.7B
$3.33 Million 0.03% of portfolio
109,563
Q2 2025 New
$74B
$3.36 Million 0.03% of portfolio
114,888
Q2 2025 New
$155B
$4.14 Million 0.03% of portfolio
67,694
Q2 2025 New
$158B
$3.15 Million 0.03% of portfolio
379,886
Q2 2025 Added 0.3%
$79.8B
$3.2 Million 0.03% of portfolio
255,950
Q2 2025 Reduced 17.47%
$282B
$2.34 Million 0.02% of portfolio
16,491
Q2 2025 Added 351.07%
$245B
$2.08 Million 0.02% of portfolio
6,681
Q2 2025 Reduced 99.27%
$12.6B
$2.21 Million 0.02% of portfolio
9,624
Q2 2025 New
$173B
$2.59 Million 0.02% of portfolio
37,809
Q2 2025 Added 37.94%
$5.2B
$2.31 Million 0.02% of portfolio
21,902
Q2 2025 New
$442B
$3.05 Million 0.02% of portfolio
28,313
Q2 2025 Reduced 2.45%
$18.1B
$2.9 Million 0.02% of portfolio
203,428
Q2 2025 New
$1.08T
$2.1 Million 0.02% of portfolio
6,611
Q2 2025 Added 38.39%
$61.9B
$2.14 Million 0.02% of portfolio
8,000
Q1 2025 New
$314B
$1.57 Million 0.01% of portfolio
6,581
Q2 2025 Added 164.19%
$23.7B
$1.16 Million 0.01% of portfolio
49,489
Q1 2025 New
$40.4B
$651,000 0.01% of portfolio
4,400
Q2 2025 New
$95.5B
$1.34 Million 0.01% of portfolio
14,309
Q2 2025 Added 79.63%
$70.6B
$1.19 Million 0.01% of portfolio
11,266
Q2 2025 Added 201.55%
$232B
$1.41 Million 0.01% of portfolio
5,154
Q2 2025 Reduced 99.6%
$55.9B
$1.46 Million 0.01% of portfolio
7,277
Q2 2025 Added 136.5%
$4.68B
$1.53 Million 0.01% of portfolio
21,802
Q2 2025 Reduced 36.59%
$135B
$1.26 Million 0.01% of portfolio
5,495
Q2 2025 Added 6.27%
$133B
$1.54 Million 0.01% of portfolio
2,004
Q2 2025 Added 201.81%
$13.4B
$1.47 Million 0.01% of portfolio
46,847
Q2 2025 Reduced 1.88%
$293B
$1.67 Million 0.01% of portfolio
24,131
Q2 2025 Added 26.61%
$7.7B
$1.55 Million 0.01% of portfolio
30,745
Q2 2025 Added 32.25%
$452B
$859,000 0.01% of portfolio
5,626
Q2 2025 Added 11.49%
$621B
$1.87 Million 0.01% of portfolio
3,840
Q1 2025 Reduced 0.95%
$94.7B
$1.61 Million 0.01% of portfolio
2,199
Q2 2025 Added 112.05%
$38.4B
$1.04 Million 0.01% of portfolio
5,605
Q2 2025 Added 107.36%
$43.6B
$1.7 Million 0.01% of portfolio
123,968
Q2 2025 Reduced 36.95%
$94.6B
$1.08 Million 0.01% of portfolio
4,385
Q2 2025 Added 135.12%
$684B
$1.44 Million 0.01% of portfolio
6,593
Q2 2025 Added 174.59%
$439B
$1.32 Million 0.01% of portfolio
1,338
Q2 2025 Added 155.83%
$75.1B
$992,000 0.01% of portfolio
5,334
Q2 2025 Added 198.82%
$96.6B
$637,000 0.01% of portfolio
912
Q3 2022 New
$52.5B
$805,000 0.01% of portfolio
3,936
Q2 2025 Added 202.54%

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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