Capital Wealth Planning, LLC Portfolio Holdings

Capital Wealth Planning, LLC

  • $13.9 Billion
  • Q3 2025

Capital Wealth Planning, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $13.9 Billion distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $819M, Goldman Sachs Group Inc with a value of $786M, Caterpillar Inc with a value of $773M, Jpmorgan Chase & CO with a value of $748M, and Microsoft Corp with a value of $743M.

Examining the 13F form we can see an increase of $1.46B in the current position value, from $12.5B to 13.9B.

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

Portfolio value $13.9 Billion
Financial Services: $3.73 Billion
Technology: $2.31 Billion
Industrials: $2.04 Billion
Consumer Cyclical: $1.89 Billion
Communication Services: $913 Million
ETFs: $714 Million
Consumer Defensive: $579 Million
Healthcare: $549 Million
Other: $1.21 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$422 Million 3.02% of portfolio
4,594,158
Q3 2025 Added 10.92%
$0
$215 Million 1.54% of portfolio
463,633
Q3 2025 Added 2,830.31%
$0
$36.5 Million 0.26% of portfolio
54,791
Q3 2025 Reduced 0.71%
$130B
$9.59 Million 0.07% of portfolio
26,972
Q3 2025 Added 143.8%
$0
$7.42 Million 0.05% of portfolio
79,465
Q3 2025 Added 27.09%
$24.1B
$4.97 Million 0.04% of portfolio
117,237
Q3 2025 Reduced 49.77%
$0
$4.73 Million 0.03% of portfolio
112,539
Q3 2025 New
$0
$3.78 Million 0.03% of portfolio
24,506
Q3 2025 Added 7.84%
$0
$4.46 Million 0.03% of portfolio
82,736
Q3 2025 Reduced 28.63%
$0
$3.78 Million 0.03% of portfolio
6,303
Q3 2025 Added 57.22%
$0
$1.78 Million 0.01% of portfolio
39,856
Q3 2025 Added 4.67%
$0
$255,000 0.0% of portfolio
9,701
Q3 2025 Added 2.0%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $13.9 Billion
  • Prior Value $12.5 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 36 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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