Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings154 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
CATERPILLAR INC | 1.2M | $1.3B | 6.4% | $309.65 | +158.44% | 30 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 3.6M | $1B | 5.2% | $228.12 | +40.14% | 30 qtrssince 2019-Q1 | Increased 62 |
GOLDMAN SACHS GROUP INC | 1M | $1B | 5.1% | $331.11 | +212.28% | 28 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 2.6M | $968.5M | 4.8% | $320.62 | +60.17% | 30 qtrssince 2019-Q1 | Increased 61 |
JPMORGAN CHASE & CO | 2.9M | $943.5M | 4.7% | $164.27 | +117.71% | 30 qtrssince 2019-Q1 | Increased 58 |
AMERICAN EXPRESS CO | 2.4M | $814.3M | 4.1% | $282.27 | +18.04% | 10 qtrssince 2024-Q1 | Decreased 0 |
AMGEN INC | 2M | $736.5M | 3.7% | $311.10 | +39.00% | 16 qtrssince 2022-Q3 | Increased 64 |
TJX COS INC NEW | 4.8M | $728.5M | 3.6% | $119.37 | +13.19% | 9 qtrssince 2024-Q2 | Increased 60 |
CME GROUP INC | 3.2M | $711.7M | 3.6% | $217.12 | +31.63% | 11 qtrssince 2023-Q4 | Increased 77 |
CHEVRON CORPORATION | 4.3M | $711.3M | 3.6% | $143.91 | +40.27% | 30 qtrssince 2019-Q1 | Increased 64 |
INTERNATIONAL BUSINESS MACHS | 2.3M | $654.4M | 3.3% | $197.24 | +19.44% | 11 qtrssince 2023-Q4 | Decreased 0 |
VISA INC | 1.8M | $630M | 3.1% | $231.30 | +64.98% | 30 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO INC | 4.7M | $605.1M | 3.0% | $89.69 | +65.40% | 30 qtrssince 2019-Q1 | Increased 60 |
WALMART INC | 5.3M | $598.4M | 3.0% | $113.45 | -9.13% | 30 qtrssince 2019-Q1 | Increased 55 |
RTX CORPORATION | 3.1M | $596.8M | 3.0% | $134.56 | +57.33% | 7 qtrssince 2024-Q4 | Decreased 0 |
HOME DEPOT INC | 1.6M | $580.7M | 2.9% | $316.51 | +4.32% | 30 qtrssince 2019-Q1 | Decreased 0 |
MCDONALDS CORP | 1.9M | $519.5M | 2.6% | $271.34 | -2.34% | 30 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 2.5M | $495.3M | 2.5% | $194.73 | +11.72% | 30 qtrssince 2019-Q1 | Increased 87 |
COCA COLA CO | 6M | $485.2M | 2.4% | $72.88 | +23.03% | 13 qtrssince 2023-Q2 | Increased 66 |
SPDR SERIES TRUST | 5M | $456M | 2.3% | $84.62 | +8.30% | 15 qtrssince 2022-Q4 | Increased 66 |
Capital Wealth Planning, LLC manages $20B across 154 positions as of Q2 2026. Top holdings: CAT (6.4%), AAPL (5.2%), GS (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 19 new positions, 16 exits, 84 increased. Top move: NVDA (INCREASED, conviction 87). Portfolio: $20.0B across 154 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR