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
$119B
$6.24 Million 0.05% of portfolio
2,386
Q2 2025 Added 57.18%
$149B
$6.05 Million 0.05% of portfolio
15,281
Q2 2025 Reduced 0.38%
$97.9B
$6.08 Million 0.05% of portfolio
134,095
Q2 2025 Reduced 12.26%
$47.3B
$6.28 Million 0.05% of portfolio
69,894
Q2 2025 Reduced 17.08%
$389B
$6.06 Million 0.05% of portfolio
53,455
Q2 2025 Added 137.21%
$87.6B
$5.63 Million 0.05% of portfolio
11,466
Q2 2025 Added 37.05%
$136B
$4.46 Million 0.04% of portfolio
16,171
Q2 2025 Added 182.71%
$1.43T
$4.74 Million 0.04% of portfolio
26,879
Q2 2025 Added 112.43%
$562B
$4.56 Million 0.04% of portfolio
3,402
Q2 2025 Added 96.76%
$51.5B
$4.95 Million 0.04% of portfolio
165,077
Q2 2025 Added 1.75%
$42.8B
$4.68 Million 0.04% of portfolio
240,258
Q2 2025 New
$77.2B
$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%
$33.9B
$5.43 Million 0.04% of portfolio
57,154
Q2 2025 Added 1.35%
$0
$5.59 Million 0.04% of portfolio
62,527
Q2 2025 Added 66.37%
$32.7B
$3.35 Million 0.03% of portfolio
313,863
Q2 2025 Added 7.31%
$0
$3.35 Million 0.03% of portfolio
22,725
Q2 2025 New
$123B
$3.13 Million 0.03% of portfolio
45,286
Q2 2025 New
$15.2B
$3.33 Million 0.03% of portfolio
109,563
Q2 2025 New
$72.7B
$3.36 Million 0.03% of portfolio
114,888
Q2 2025 New
$160B
$4.14 Million 0.03% of portfolio
67,694
Q2 2025 New
$165B
$3.15 Million 0.03% of portfolio
379,886
Q2 2025 Added 0.3%
$80.4B
$3.2 Million 0.03% of portfolio
255,950
Q2 2025 Reduced 17.47%
$278B
$2.19 Million 0.02% of portfolio
22,368
Q2 2025 Reduced 48.24%
$252B
$2.34 Million 0.02% of portfolio
16,491
Q2 2025 Added 351.07%
$325B
$2.08 Million 0.02% of portfolio
6,681
Q2 2025 Reduced 99.27%
$12.7B
$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%
$5.14B
$2.31 Million 0.02% of portfolio
21,902
Q2 2025 New
$0
$2.21 Million 0.02% of portfolio
4,009
Q2 2025 Reduced 55.86%
$461B
$3.05 Million 0.02% of portfolio
28,313
Q2 2025 Reduced 2.45%
$17.8B
$2.9 Million 0.02% of portfolio
203,428
Q2 2025 New
$1.1T
$2.1 Million 0.02% of portfolio
6,611
Q2 2025 Added 38.39%
$64.1B
$2.14 Million 0.02% of portfolio
8,000
Q1 2025 New
$302B
$1.57 Million 0.01% of portfolio
6,581
Q2 2025 Added 164.19%
$25.1B
$1.16 Million 0.01% of portfolio
49,489
Q1 2025 New
$41.5B
$651,000 0.01% of portfolio
4,400
Q2 2025 New
$99B
$1.34 Million 0.01% of portfolio
14,309
Q2 2025 Added 79.63%
$0
$1.62 Million 0.01% of portfolio
38,079
Q2 2025 Added 0.9%
$71.9B
$1.19 Million 0.01% of portfolio
11,266
Q2 2025 Added 201.55%
$252B
$1.41 Million 0.01% of portfolio
5,154
Q2 2025 Reduced 99.6%
$54.1B
$1.46 Million 0.01% of portfolio
7,277
Q2 2025 Added 136.5%
$2.88B
$1.53 Million 0.01% of portfolio
21,802
Q2 2025 Reduced 36.59%
$133B
$1.26 Million 0.01% of portfolio
5,495
Q2 2025 Added 6.27%
$139B
$1.54 Million 0.01% of portfolio
2,004
Q2 2025 Added 201.81%
$10.3B
$1.47 Million 0.01% of portfolio
46,847
Q2 2025 Reduced 1.88%
$276B
$1.67 Million 0.01% of portfolio
24,131
Q2 2025 Added 26.61%
$4.52B
$1.55 Million 0.01% of portfolio
30,745
Q2 2025 Added 32.25%
$463B
$859,000 0.01% of portfolio
5,626
Q2 2025 Added 11.49%

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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