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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$405B
$9.74 Million 0.07% of portfolio
10,064
Q3 2025 Added 34.44%
$123B
$9.3 Million 0.07% of portfolio
175,224
Q3 2025 New
$130B
$9.59 Million 0.07% of portfolio
26,972
Q3 2025 Added 143.8%
$32.1B
$8.7 Million 0.06% of portfolio
372,664
Q3 2025 Added 55.11%
$60.5B
$8.32 Million 0.06% of portfolio
91,692
Q3 2025 New
$277B
$8.03 Million 0.06% of portfolio
104,642
Q3 2025 Added 24.11%
$79.1B
$8.35 Million 0.06% of portfolio
46,720
Q3 2025 Added 27.19%
$971B
$8.43 Million 0.06% of portfolio
11,055
Q3 2025 Reduced 4.87%
$388B
$8.16 Million 0.06% of portfolio
50,430
Q3 2025 Added 205.8%
$0
$7.42 Million 0.05% of portfolio
79,465
Q3 2025 Added 27.09%
$34B
$6.37 Million 0.05% of portfolio
549,135
Q3 2025 Added 74.96%
$44.9B
$6.31 Million 0.05% of portfolio
195,915
Q3 2025 Added 18.68%
$102B
$6.94 Million 0.05% of portfolio
48,438
Q3 2025 Added 238.51%
$21.2B
$4.96 Million 0.04% of portfolio
380,348
Q3 2025 Added 86.97%
$24.1B
$4.97 Million 0.04% of portfolio
117,237
Q3 2025 Reduced 49.77%
$181B
$5.24 Million 0.04% of portfolio
500,176
Q3 2025 Added 31.66%
$404B
$5.08 Million 0.04% of portfolio
5,490
Q3 2025 Added 310.31%
$33.2B
$5.65 Million 0.04% of portfolio
57,449
Q3 2025 Added 0.52%
$319B
$5.25 Million 0.04% of portfolio
76,738
Q3 2025 Added 218.01%
$136B
$5.61 Million 0.04% of portfolio
15,177
Q3 2025 Reduced 0.68%
$76.2B
$5 Million 0.04% of portfolio
10,301
Q3 2025 Reduced 10.16%
$67.3B
$5.11 Million 0.04% of portfolio
146,084
Q3 2025 New
$269B
$6.02 Million 0.04% of portfolio
25,169
Q3 2025 Added 282.45%
$47.8B
$3.6 Million 0.03% of portfolio
53,434
Q3 2025 New
$33.6B
$4.45 Million 0.03% of portfolio
45,110
Q3 2025 New
$237B
$4.08 Million 0.03% of portfolio
25,137
Q3 2025 Reduced 52.0%
$4.14B
$4.14 Million 0.03% of portfolio
451,089
Q3 2025 New
$103B
$3.71 Million 0.03% of portfolio
1,586
Q3 2025 Reduced 33.53%
$10.7B
$3.59 Million 0.03% of portfolio
47,378
Q3 2025 New
$593B
$3.56 Million 0.03% of portfolio
12,641
Q3 2025 Added 91.73%
$18.3B
$4.72 Million 0.03% of portfolio
189,623
Q3 2025 New
$104B
$3.69 Million 0.03% of portfolio
55,809
Q3 2025 New
$57.9B
$4.49 Million 0.03% of portfolio
20,895
Q3 2025 Added 187.14%
$0
$4.73 Million 0.03% of portfolio
112,539
Q3 2025 New
$173B
$4.44 Million 0.03% of portfolio
64,641
Q3 2025 Added 70.97%
$8.35B
$4.28 Million 0.03% of portfolio
228,032
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%
$24.8B
$2.64 Million 0.02% of portfolio
518,993
Q3 2025 New
$33.4B
$3.33 Million 0.02% of portfolio
91,992
Q3 2025 New
$31.3B
$3.02 Million 0.02% of portfolio
272,758
Q3 2025 New
$85.6B
$2.37 Million 0.02% of portfolio
187,017
Q3 2025 Reduced 26.93%
$123B
$2.75 Million 0.02% of portfolio
3,935
Q3 2025 Added 96.36%
$300B
$2.1 Million 0.02% of portfolio
6,088
Q3 2025 Reduced 8.88%
$67.3B
$2.23 Million 0.02% of portfolio
8,000
Q1 2025 New
$83.6B
$2.19 Million 0.02% of portfolio
16,805
Q3 2025 New
$38.4B
$2.66 Million 0.02% of portfolio
14,351
Q3 2025 Added 156.04%
$181B
$2.59 Million 0.02% of portfolio
26,463
Q3 2025 New

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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