Capital Wealth Planning, LLC

CIK

1566728

Location

NAPLES, FL

Portfolio Value

Large $19,628,166,669

Diversification

Diversified

Reports for

Amplify Investments, LLC

Filing Date

Global Rank

#319 / 8,700 ▲ 12

Top Industry

Drug Manufacturers - General 7.8%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

26 quarters · since Mar 2020

Portfolio Concentration

139 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.5%

+1.4 pts

Top 5

26.7%

+2.1 pts

Top 10

45.6%

−0.5 pts

HHI

328

Diversified−15

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	22.6%	$4,431,335,580	22
Technology	18.1%	$3,548,130,668	21
Industrials	15.0%	$2,947,735,688	20
Consumer Cyclical	10.1%	$1,974,732,358	7
Consumer Defensive	7.9%	$1,549,969,428	12
Healthcare	7.7%	$1,517,761,935	12
Energy	6.5%	$1,281,089,936	13
Basic Materials	4.6%	$900,344,289	12
Unclassified	3.2%	$622,796,060	5
Communication Services	2.4%	$468,463,202	10
Utilities	2.0%	$385,590,682	4
Real Estate	0.0%	$216,843	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FCX	Freeport-Mcmoran Inc	+5,317,798	5,322,350	$334,722,590
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+2,147,239	2,861,098	$16,537,146
NVDA	Nvidia Corp	+1,894,226	2,475,326	$495,287,978
KO	Coca Cola Co	+1,181,888	5,970,593	$485,230,092
—		+993,850	4,976,098	$456,009,620
CME	Cme Group Inc.	+934,355	3,222,707	$711,670,385
VOD	Vodafone Group Public Ltd Co	+913,604	2,307,958	$30,534,284
AMX	America Movil Sab De Cv/	+449,183	1,493,364	$38,812,530
CX	Cemex Sab De CV	+431,424	885,772	$10,629,264
CVX	Chevron Corp	+425,442	4,290,958	$711,269,197
MUFG	Mitsubishi Ufj Financial Group Inc	+360,611	2,059,506	$40,963,573
SMFG	Sumitomo Mitsui Financial Group, Inc.	+354,207	1,659,962	$39,141,903
FDX	Fedex Corp	+307,259	1,375,782	$430,798,617
SAN	Banco Santander, S.A.	+305,237	1,757,251	$24,250,063
VZ	Verizon Communications Inc	+304,427	4,096,031	$173,425,951
NSC	Norfolk Southern Corp	+291,395	1,189,769	$374,289,429
TEVA	Teva Pharmaceutical Industries Ltd	+281,742	806,742	$27,332,418
MRK	Merck & Co., Inc.	+191,869	4,708,599	$605,054,971
AMGN	Amgen Inc	+181,043	2,033,759	$736,464,808
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	+177,768	1,015,769	$25,455,170
BTI	British American Tobacco p.l.c.	+175,412	581,209	$35,895,467
TJX	Tjx Companies Inc /De/	+151,786	4,808,671	$728,513,656
MT	ArcelorMittal	+150,574	350,450	$21,104,099
WMT	Walmart Inc.	+128,461	5,283,297	$598,386,217
DUK	Duke Energy CORP	+124,852	2,865,666	$362,736,002
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDT	Medtronic plc	−3,519,371	3,064	$239,696
RTX	RTX Corp	−1,462,310	3,145,615	$596,817,533
HD	Home Depot, Inc.	−542,690	1,646,440	$580,666,459
V	Visa Inc.	−507,282	1,836,280	$630,009,304
IBM	International Business Machines Corp	−322,963	2,326,916	$654,352,047
AXP	American Express Co	−222,538	2,407,310	$814,272,607
MCD	Mcdonalds Corp	−219,270	1,921,933	$519,517,709
CIB	Grupo Cibest S.A.	−106,103	210,755	$16,740,269
SSL	Sasol Ltd	−67,555	1,163,195	$11,422,574
MPC	Marathon Petroleum Corp	−63,345	1,577,970	$403,439,589
NTR	Nutrien Ltd.	−59,945	442,250	$27,839,636
GS	Goldman Sachs Group Inc	−53,870	1,013,622	$1,025,146,881
EMBJ	Embraer S.A.	−52,066	147,423	$9,405,587
BCS	Barclays PLC	−40,524	865,699	$23,252,675
CP	Canadian Pacific Kansas City Ltd/Cn	−33,083	153,109	$13,266,894
TS	Tenaris SA	−32,106	208,408	$11,564,559
INTC	Intel Corp	−29,897	152,854	$21,343,003
AMD	Advanced Micro Devices Inc	−23,817	67,587	$39,261,963
MU	Micron Technology Inc	−18,630	31,122	$35,923,813
WPM	Wheaton Precious Metals Corp.	−12,623	154,869	$17,394,885
ESLT	Elbit Systems Ltd	−12,241	8,791	$6,669,907
BMA	Macro Bank Inc.	−11,907	206,274	$19,098,909
EXC	Exelon Corp	−11,082	128,415	$5,986,706
SLB	Slb Limited/Nv	−6,433	122,072	$5,675,126
RKLB	Rocket Lab Corp	−3,217	72,203	$7,339,434
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
ADM	Archer-Daniels-Midland Co	4,151,390	$317,166,195
FDXF	FedEx Freight Holding Company, Inc.	681,734	$102,941,834
ITUB	Itau Unibanco Holding S.A.	2,386,158	$19,494,910
YPF	Ypf Sociedad Anonima	396,043	$18,008,075
UL	Unilever PLC	233,777	$14,054,672
TEO	Telecom Argentina SA	947,500	$12,317,500
PBR	Petrobras - Petroleo Brasileiro SA	576,245	$9,312,119
SNDK	Sandisk Corp	3,806	$8,653,815
AGRO	Adecoagro S.A.	878,060	$8,385,473
LITE	Lumentum Holdings Inc.	3,000	$2,574,180
SPCX	Space Exploration Technologies Corp	6,983	$1,193,115
USB	US Bancorp De	3,439	$207,715
HPE	Hewlett Packard Enterprise Co	4,562	$205,791
BAK	Braskem SA	30,000	$73,200
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
AIEQ	Amplify AI Powered Equity ETF	3,313,676	$329,136,506
RYAAY	Ryanair Holdings PLC	331,522	$19,161,971
TAK	Takeda Pharmaceutical Co Ltd	886,835	$16,424,184
ATAT	Atour Lifestyle Holdings Ltd	388,676	$14,307,163
KEP	Korea Electric Power Corp	785,841	$11,198,234
TMUS	T-Mobile US, Inc.	48,848	$10,259,544
INTU	Intuit Inc.	20,684	$8,943,347
AAXJ	iShares MSCI All Country Asia ex Japan ETF	91,938	$8,863,606
COR	Cencora, Inc.	26,427	$8,301,777
TAC	Transalta Corp	500,960	$6,562,576
CRH	Crh Public Ltd Co	49,958	$5,251,584
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	33,390	$4,811,811
STT	State Street Corp	92,118	$4,547,865
ANEW	ProShares MSCI Transformational Changes ETF	85,885	$3,257,618
ASTS	AST SpaceMobile, Inc.	39,086	$3,239,056
TKO	TKO Group Holdings, Inc.	11,200	$2,258,480
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	22,200	$539,238
LNG	Cheniere Energy, Inc.	1,666	$472,744
FNDA	Schwab Fundamental U.S. Small Company ETF	10,046	$257,579
COF	Capital One Financial Corp	1,300	$237,159
AES	Aes Corp	10,000	$140,900
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

139 tracked positions · $19,628,166,669 total · filing declares 228 positions · $20,021,627,156 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 139 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CAT	Caterpillar Inc Industrials	Added	1,197,856	+11,760	$1,275,596,854	+51.8%	6.50%
AAPL	Apple Inc. Technology	Added	3,575,732	+22,137	$1,034,673,811	+14.7%	5.27%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,013,622	-53,870	$1,025,146,881	+13.5%	5.22%
MSFT	Microsoft Corp Technology	Added	2,596,309	+88,704	$968,475,182	+4.3%	4.93%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,882,314	+9,240	$943,467,840	+11.6%	4.81%
AXP	American Express Co Financial Services	Reduced	2,407,310	-222,538	$814,272,607	+2.4%	4.15%
AMGN	Amgen Inc Healthcare	Added	2,033,759	+181,043	$736,464,808	+13.0%	3.75%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	4,808,671	+151,786	$728,513,656	−2.0%	3.71%
CME	Cme Group Inc. Financial Services	Added	3,222,707	+934,355	$711,670,385	+5.3%	3.63%
CVX	Chevron Corp Energy	Added	4,290,958	+425,442	$711,269,197	−11.1%	3.62%
IBM	International Business Machines Corp Technology	Reduced	2,326,916	-322,963	$654,352,047	+1.9%	3.33%
V	Visa Inc. Financial Services	Reduced	1,836,280	-507,282	$630,009,304	−11.1%	3.21%
MRK	Merck & Co., Inc. Healthcare	Added	4,708,599	+191,869	$605,054,971	+11.4%	3.08%
WMT	Walmart Inc. Consumer Defensive	Added	5,283,297	+128,461	$598,386,217	−6.6%	3.05%
RTX	RTX Corp Industrials	Reduced	3,145,615	-1,462,310	$596,817,533	−32.9%	3.04%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,646,440	-542,690	$580,666,459	−19.3%	2.96%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,921,933	-219,270	$519,517,709	−21.9%	2.65%
NVDA	Nvidia Corp Technology	Added	2,475,326	+1,894,226	$495,287,978	+388.7%	2.52%
KO	Coca Cola Co Consumer Defensive	Added	5,970,593	+1,181,888	$485,230,092	+33.2%	2.47%
		Added	4,976,098	+993,850	$456,009,620	+25.0%	2.32%
FDX	Fedex Corp Industrials	Added	1,375,782	+307,259	$430,798,617	+13.2%	2.19%
MPC	Marathon Petroleum Corp Energy	Reduced	1,577,970	-63,345	$403,439,589	+0.7%	2.06%
AEM	Agnico Eagle Mines Ltd Basic Materials	Added	2,569,754	+110,504	$398,645,937	−20.1%	2.03%
NSC	Norfolk Southern Corp Industrials	Added	1,189,769	+291,395	$374,289,429	+45.2%	1.91%
DUK	Duke Energy CORP Utilities	Added	2,865,666	+124,852	$362,736,002	+1.1%	1.85%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	5,322,350	+5,317,798	$334,722,590	+124999.1%	1.71%
ADM	Archer-Daniels-Midland Co Consumer Defensive	NEW	4,151,390	NEW	$317,166,195	NEW	1.62%
VZ	Verizon Communications Inc Communication Services	Added	4,096,031	+304,427	$173,425,951	−8.9%	0.88%
QQQ	Invesco Qqq Trust, Series 1	Added	147,542	+25,356	$108,649,928	+54.1%	0.55%
FDXF	FedEx Freight Holding Company, Inc. Industrials	NEW	681,734	NEW	$102,941,834	NEW	0.52%
GOOGL	Alphabet Inc. Communication Services	Added	287,769	+42,199	$102,840,007	+45.6%	0.52%
FAST	Fastenal Co Industrials	Reduced	1,709,600	-117	$82,112,088	+3.5%	0.42%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	152,155	+26,597	$72,664,663	+71.2%	0.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	255,991	+17,191	$61,012,894	+22.7%	0.31%
AVGO	Broadcom Inc. Technology	Added	136,286	+19,560	$51,482,036	+42.5%	0.26%
LLY	ELI LILLY & Co Healthcare	Added	39,748	+8,936	$47,674,946	+68.2%	0.24%
TSLA	Tesla, Inc. Consumer Cyclical	Added	113,345	+20,693	$47,672,906	+38.4%	0.24%
SPY	Spdr S&P 500 ETF Trust	Added	63,571	+1,704	$47,472,915	+18.0%	0.24%
BMO	Bank Of Montreal /Can/ Financial Services	Added	257,802	+23,449	$45,553,613	+43.6%	0.23%
ASML	Asml Holding NV Technology	Added	22,708	+6,656	$45,176,200	+113.1%	0.23%
META	Meta Platforms, Inc. Communication Services	Reduced	76,940	-3,020	$43,339,531	−5.3%	0.22%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Added	2,059,506	+360,611	$40,963,573	+42.1%	0.21%
AZN	Astrazeneca PLC Healthcare	Added	215,993	+82,396	$40,956,591	+55.4%	0.21%
AMD	Advanced Micro Devices Inc Technology	Reduced	67,587	-23,817	$39,261,963	+111.2%	0.20%
SMFG	Sumitomo Mitsui Financial Group, Inc. Financial Services	Added	1,659,962	+354,207	$39,141,903	+51.8%	0.20%
AMX	America Movil Sab De Cv/ Communication Services	Added	1,493,364	+449,183	$38,812,530	+45.9%	0.20%
MU	Micron Technology Inc Technology	Reduced	31,122	-18,630	$35,923,813	+113.7%	0.18%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	581,209	+175,412	$35,895,467	+51.3%	0.18%
CCJ	Cameco Corp Energy	Added	327,987	+57,456	$33,408,755	+13.7%	0.17%
SCCO	Southern Copper Corp/ Basic Materials	Added	190,719	+63,201	$33,234,697	+51.5%	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.