Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Capital Wealth Planning, LLC manages $15.4B across 155 positions as of Q4 2025. Top holdings: GS (5.4%), AXP (5.2%), AAPL (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 25 new positions, 22 exits, 89 increased. Top move: MSFT (INCREASED, conviction 71). Portfolio: $15.4B across 155 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile