Capital Wealth Planning, LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$15.4B

Total Positions

155

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

GS5.40%

AXP5.17%

AAPL5.16%

JPM5.14%

RTX5.14%

MSFT5.12%

CAT4.94%

V4.91%

CME4.77%

IBM4.66%

Other40.90%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

PH14Q held

Parker-Hannifin Corp

Avg $235.28 · $594,524 est. P&L

Est. P&L

+277.07%

GE11Q held

GE AEROSPACE

Avg $86.02 · $398,485 est. P&L

Est. P&L

+262.46%

GS26Q held

Goldman Sachs Group Inc/The

Avg $256.41 · $587.8M est. P&L

Est. P&L

+244.92%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 155 — sorted by value)

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
GS Goldman Sachs Group Inc/The	935,946	$834.1M	5.4%	—	$256.41	+244.92%	26 qtrs	Decreased 0
AXP American Express Co	2.2M	$798.5M	5.2%	—	$280.73	+32.71%	8 qtrs	Decreased 0
AAPL Apple Inc	2.9M	$797.6M	5.2%	—	$219.50	+24.29%	28 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	2.5M	$794.3M	5.1%	—	$140.56	+129.07%	28 qtrs	Increased 64
RTX RTX Corp	4.3M	$793.7M	5.1%	—	$131.00	+40.47%	5 qtrs	Increased 66
MSFT Microsoft Corp	1.6M	$790.9M	5.1%	—	$295.39	+65.03%	28 qtrs	Increased 71
CAT Caterpillar Inc	1.3M	$763.5M	4.9%	—	$303.32	+89.91%	28 qtrs	Decreased 0
V Visa Inc	2.2M	$757.9M	4.9%	—	$227.29	+55.26%	28 qtrs	Increased 62
CME CME Group Inc	2.7M	$736.2M	4.8%	—	$222.06	+24.22%	9 qtrs	Increased 62
IBM International Business Machines Corp	2.4M	$719.4M	4.7%	—	$196.71	+52.68%	9 qtrs	Increased 65
HD Home Depot Inc/The	1.9M	$639.3M	4.1%	—	$307.40	+12.67%	28 qtrs	Increased 65
TJX TJX Cos Inc/The	4.1M	$628.6M	4.1%	—	$113.28	+36.75%	7 qtrs	Decreased 0
MCD McDonald's Corp	1.9M	$571.5M	3.7%	—	$262.73	+17.24%	28 qtrs	Increased 62
META Meta Platforms Inc	833,083	$546.3M	3.5%	—	$607.26	+9.67%	28 qtrs	Increased 63
MRK Merck & Co Inc	5M	$529.2M	3.4%	—	$88.04	+20.46%	28 qtrs	Increased 82
AMGN Amgen Inc	1.4M	$473.9M	3.1%	—	$299.22	+9.10%	14 qtrs	Increased 87
WMT Walmart Inc	4M	$447M	2.9%	—	$111.68	+0.22%	28 qtrs	Increased 86
BIL SPDR SERIES TRUST	4.8M	$439.4M	2.8%	—	$84.46	+7.87%	13 qtrs	Increased 56
CVX Chevron Corp	2.7M	$422.4M	2.7%	—	$116.53	+29.43%	28 qtrs	Increased 57
AEM AGNICO EAGLE MINES LTD	1.9M	$319.6M	2.1%	—	$107.92	+59.23%	9 qtrs	Decreased 0
DUK Duke Energy Corp	2.7M	$314.3M	2.0%	—	$98.49	+18.48%	28 qtrs	Increased 58
KO Coca-Cola Co/The	4.2M	$292.9M	1.9%	—	$69.63	+0.63%	11 qtrs	Increased 74
SOFR AMPLIFY ETF TR	2.8M	$284.7M	1.8%	—	$96.73	+3.26%	6 qtrs	Increased 67
MPC Marathon Petroleum Corp	1.5M	$245.2M	1.6%	—	$163.87	-0.03%	17 qtrs	Increased 78
VZ Verizon Communications Inc	4M	$163.2M	1.1%	—	$35.32	+13.27%	28 qtrs	Decreased 0
Showing 25 of 155 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

NVSNOVARTIS AG

Q1 2024 → Q4 2025+147,609 shares+$21M

HDHome Depot Inc/The

Q1 2024 → Q4 2025+779,247 shares+$266.8M

CEGConstellation Energy Corp

Q2 2024 → Q4 2025+7 shares+$225,282

Upgrade to Pro to see all accumulation streaks

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer