Capital Wealth Planning, LLC

CIK

1566728

Location

NAPLES, FL

Portfolio Value

Large $17,417,026,221

Diversification

Diversified

Filing Date

Global Rank

#300 / 8,622 ▲ 43 · as of Mar 2026

Top Industry

Credit Services 8.7%

3Y Alpha vs SPY

-4.2%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+54.8%

SPY

+67.9%

Annualised alpha

-3.2%

Max drawdown

−12.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

138 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.3%

−0.3 pts

Top 5

25.6%

−1.7 pts

Top 10

48.0%

−5.0 pts

HHI

365

Diversified−45

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	23.8%	$4,152,129,803	21
Technology	16.1%	$2,796,146,172	20
Industrials	14.6%	$2,543,327,994	19
Consumer Cyclical	13.0%	$2,266,802,468	8
Healthcare	9.4%	$1,641,912,782	14
Energy	7.6%	$1,331,011,128	12
Consumer Defensive	6.3%	$1,089,364,516	9
Basic Materials	3.7%	$646,684,970	12
Communication Services	2.4%	$421,840,894	11
Utilities	2.3%	$405,794,779	7
Unclassified	0.7%	$121,795,594	4
Real Estate	0.0%	$215,121	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+1,162,001	5,154,836	$640,643,017
CVX	Chevron Corp	+1,121,376	3,865,516	$799,775,260
MSFT	Microsoft Corp	+858,449	2,507,605	$928,240,142
AMX	America Movil Sab De Cv/	+709,233	1,044,181	$26,605,731
AAPL	Apple Inc.	+616,544	3,553,595	$901,866,874
MUFG	Mitsubishi Ufj Financial Group Inc	+599,994	1,698,895	$28,830,248
KO	Coca Cola Co	+579,630	4,788,705	$364,181,014
AEM	Agnico Eagle Mines Ltd	+578,670	2,459,250	$499,178,565
TJX	Tjx Companies Inc /De/	+572,198	4,656,885	$743,704,534
SAN	Banco Santander, S.A.	+512,867	1,452,014	$16,378,717
AXP	American Express Co	+477,224	2,629,848	$795,476,423
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+445,275	713,859	$21,779,838
JPM	Jpmorgan Chase & Co	+417,179	2,873,074	$845,143,447
AMGN	Amgen Inc	+405,543	1,852,716	$651,878,123
VOD	Vodafone Group Public Ltd Co	+366,242	1,394,354	$20,943,197
HD	Home Depot, Inc.	+335,138	2,189,130	$719,982,965
RTX	RTX Corp	+317,527	4,607,925	$888,868,731
MCD	Mcdonalds Corp	+265,409	2,141,203	$665,464,480
SMFG	Sumitomo Mitsui Financial Group, Inc.	+222,610	1,305,755	$25,788,661
NVDA	Nvidia Corp	+221,452	581,100	$101,343,839
IBM	International Business Machines Corp	+205,828	2,649,879	$642,304,170
KEP	Korea Electric Power Corp	+190,343	785,841	$11,198,234
V	Visa Inc.	+172,519	2,343,562	$708,318,178
LTM	Latam Airlines Group S.A.	+172,066	228,990	$11,321,265
BTI	British American Tobacco p.l.c.	+159,382	405,797	$23,726,950
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PG	PROCTER & GAMBLE Co	−1,043,244	8,660	$1,250,850
META	Meta Platforms, Inc.	−753,123	79,960	$45,747,513
FAST	Fastenal Co	−646,083	1,709,717	$79,330,868
MRK	Merck & Co., Inc.	−487,467	4,516,730	$543,317,451
CME	Cme Group Inc.	−420,794	2,288,352	$675,864,763
VZ	Verizon Communications Inc	−225,148	3,791,604	$190,338,520
CAT	Caterpillar Inc	−123,114	1,186,096	$840,301,572
EMBJ	Embraer S.A.	−75,784	199,489	$11,837,677
DIA	Spdr Dow Jones Industrial Average ETF Trust	−55,226	16,633	$7,704,239
ASX	ASE Technology Holding Co., Ltd.	−45,388	532,562	$11,545,944
NVS	Novartis AG	−38,126	125,419	$19,157,752
MT	ArcelorMittal	−35,874	199,876	$10,389,554
CX	Cemex Sab De CV	−33,391	454,348	$5,197,741
MO	Altria Group, Inc.	−18,945	124,344	$8,205,460
PEP	Pepsico Inc	−17,243	3,460	$537,303
NTES	NetEase, Inc.	−13,732	91,819	$10,278,218
HAS	Hasbro, Inc.	−8,967	93,580	$8,759,088
ASTS	AST SpaceMobile, Inc.	−8,311	39,086	$3,239,056
RF	Regions Financial Corp	−8,052	24,537	$640,906
NMRK	Newmark Group, Inc.	−7,000	14,351	$215,121
GLD	Spdr Gold Trust	−5,660	7,747	$3,333,456
ATAT	Atour Lifestyle Holdings Ltd	−4,951	388,676	$14,307,163
BRK-B	Berkshire Hathaway Inc	−1,093	2,767	$1,325,946
XOM	ExxonMobil Holdings Corp	−672	27,641	$4,689,572
UNH	Unitedhealth Group Inc	−651	3,880	$1,049,889
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
FDX	Fedex Corp	1,068,523	$380,586,554
MDT	Medtronic plc	3,522,435	$305,218,992
NSC	Norfolk Southern Corp	898,374	$257,833,338
NTR	Nutrien Ltd.	502,195	$37,895,634
AZN	Astrazeneca PLC	133,597	$26,348,000
BUD	Anheuser-Busch InBev SA/NV	255,033	$17,691,639
SHG	Shinhan Financial Group Co Ltd	276,319	$16,943,881
TAK	Takeda Pharmaceutical Co Ltd	886,835	$16,424,184
SSL	Sasol Ltd	1,230,750	$15,950,520
TEVA	Teva Pharmaceutical Industries Ltd	525,000	$15,813,000
CP	Canadian Pacific Kansas City Ltd/Cn	186,192	$14,645,862
TS	Tenaris SA	240,514	$13,993,104
LRCX	Lam Research Corp	52,326	$11,179,973
INTU	Intuit Inc.	20,684	$8,943,347
LIN	Linde PLC	17,001	$8,428,415
EXC	Exelon Corp	139,497	$6,838,142
PANW	Palo Alto Networks Inc	41,593	$6,668,189
SLB	Slb Limited/Nv	128,505	$6,603,871
TAC	Transalta Corp	500,960	$6,562,576
SKM	Sk Telecom Co Ltd	85,001	$2,489,679
TKO	TKO Group Holdings, Inc.	11,200	$2,258,480
WDAY	Workday, Inc.	8,284	$1,076,257
LMT	Lockheed Martin Corp	1,627	$983,342
TPL	Texas Pacific Land Corp	900	$427,104
FCX	Freeport-Mcmoran Inc	4,552	$267,566
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SONY	Sony Group Corp	371,198	$9,502,668
HOOD	Robinhood Markets, Inc.	73,825	$8,349,607
SAP	Sap SE	26,013	$6,318,817
BA	Boeing Co	28,034	$6,086,742
IBN	Icici Bank Ltd	198,300	$5,909,340
TME	Tencent Music Entertainment Group	334,026	$5,855,475
U	Unity Software Inc.	123,087	$5,436,752
SHOP	Shopify Inc.	27,195	$4,377,579
VST	Vistra Corp.	20,131	$3,247,734
XP	XP Inc.	197,874	$3,239,197
PBR	Petrobras - Petroleo Brasileiro SA	257,372	$3,049,858
JKS	JinkoSolar Holding Co., Ltd.	118,079	$3,047,618
NU	Nu Holdings Ltd.	175,435	$2,936,781
SE	Sea Ltd	22,303	$2,845,193
ISRG	Intuitive Surgical Inc	4,860	$2,752,509
APP	AppLovin Corp	4,025	$2,712,125
MLM	Martin Marietta Materials Inc	4,325	$2,693,004
KR	Kroger Co	42,353	$2,646,215
SLV	iShares Silver Trust	13,125	$845,512
HON	Honeywell International Inc	4,122	$804,161
CNR	Core Natural Resources, Inc.	7,400	$654,974
TDW	Tidewater Inc	7,900	$399,029
ORCL	Oracle Corp	1,712	$333,685
NEE	Nextera Energy Inc	3,818	$306,509
STT	State Street Corp	2,375	$306,398
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

138 tracked positions · $17,417,026,221 total · filing declares 189 positions · $18,133,921,978 · as of Mar 31, 2026

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

Showing 1–50 of 138 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	2,507,605	+858,449	$928,240,142	+16.4%	5.33%
GS	Goldman Sachs Group Inc Financial Services	Added	1,067,492	+131,546	$903,087,557	+9.8%	5.19%
AAPL	Apple Inc. Technology	Added	3,553,595	+616,544	$901,866,874	+12.9%	5.18%
RTX	RTX Corp Industrials	Added	4,607,925	+317,527	$888,868,731	+13.0%	5.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,873,074	+417,179	$845,143,447	+6.8%	4.85%
CAT	Caterpillar Inc Industrials	Reduced	1,186,096	-123,114	$840,301,572	+12.0%	4.82%
CVX	Chevron Corp Energy	Added	3,865,516	+1,121,376	$799,775,260	+91.2%	4.59%
AXP	American Express Co Financial Services	Added	2,629,848	+477,224	$795,476,423	−0.1%	4.57%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	4,656,885	+572,198	$743,704,534	+18.5%	4.27%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,189,130	+335,138	$719,982,965	+12.9%	4.13%
V	Visa Inc. Financial Services	Added	2,343,562	+172,519	$708,318,178	−7.0%	4.07%
CME	Cme Group Inc. Financial Services	Reduced	2,288,352	-420,794	$675,864,763	−8.6%	3.88%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,141,203	+265,409	$665,464,480	+16.1%	3.82%
AMGN	Amgen Inc Healthcare	Added	1,852,716	+405,543	$651,878,123	+37.6%	3.74%
IBM	International Business Machines Corp Technology	Added	2,649,879	+205,828	$642,304,170	−11.3%	3.69%
WMT	Walmart Inc. Consumer Defensive	Added	5,154,836	+1,162,001	$640,643,017	+44.0%	3.68%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,516,730	-487,467	$543,317,451	+3.1%	3.12%
AEM	Agnico Eagle Mines Ltd Basic Materials	Added	2,459,250	+578,670	$499,178,565	+56.6%	2.87%
MPC	Marathon Petroleum Corp Energy	Added	1,641,315	+143,191	$400,776,296	+64.5%	2.30%
FDX	Fedex Corp Industrials	NEW	1,068,523	NEW	$380,586,554	NEW	2.19%
KO	Coca Cola Co Consumer Defensive	Added	4,788,705	+579,630	$364,181,014	+23.8%	2.09%
DUK	Duke Energy CORP Utilities	Added	2,740,814	+62,118	$358,882,185	+14.3%	2.06%
MDT	Medtronic plc Healthcare	NEW	3,522,435	NEW	$305,218,992	NEW	1.75%
NSC	Norfolk Southern Corp Industrials	NEW	898,374	NEW	$257,833,338	NEW	1.48%
VZ	Verizon Communications Inc Communication Services	Reduced	3,791,604	-225,148	$190,338,520	+16.3%	1.09%
NVDA	Nvidia Corp Technology	Added	581,100	+221,452	$101,343,839	+51.1%	0.58%
FAST	Fastenal Co Industrials	Reduced	1,709,717	-646,083	$79,330,868	−16.1%	0.46%
GOOGL	Alphabet Inc. Communication Services	Added	245,570	+115,545	$70,616,108	+73.5%	0.41%
QQQ	Invesco Qqq Trust, Series 1	Added	122,186	+114,466	$70,523,315	+1387.1%	0.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	238,800	+85,464	$49,734,875	+40.5%	0.29%
META	Meta Platforms, Inc. Communication Services	Reduced	79,960	-753,123	$45,747,513	−91.7%	0.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	125,558	+40,639	$42,432,326	+64.4%	0.24%
SPY	Spdr S&P 500 ETF Trust	Added	61,867	+4,864	$40,234,584	+3.5%	0.23%
NTR	Nutrien Ltd. Basic Materials	NEW	502,195	NEW	$37,895,634	NEW	0.22%
AVGO	Broadcom Inc. Technology	Added	116,726	+31,608	$36,127,863	+22.6%	0.21%
TSLA	Tesla, Inc. Consumer Cyclical	Added	92,652	+37,913	$34,443,380	+39.9%	0.20%
BMO	Bank Of Montreal /Can/ Financial Services	Added	234,353	+137,568	$31,717,335	+152.5%	0.18%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	242,356	+53,220	$30,405,983	+9.7%	0.17%
CCJ	Cameco Corp Energy	Added	270,531	+119,793	$29,382,371	+113.1%	0.17%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Added	1,698,895	+599,994	$28,830,248	+65.4%	0.17%
LLY	ELI LILLY & Co Healthcare	Added	30,812	+18,031	$28,339,953	+106.3%	0.16%
AMX	America Movil Sab De Cv/ Communication Services	Added	1,044,181	+709,233	$26,605,731	+284.3%	0.15%
AZN	Astrazeneca PLC Healthcare	NEW	133,597	NEW	$26,348,000	NEW	0.15%
SMFG	Sumitomo Mitsui Financial Group, Inc. Financial Services	Added	1,305,755	+222,610	$25,788,661	+23.2%	0.15%
NFLX	Netflix Inc Communication Services	Added	249,760	+123,379	$24,014,423	+102.7%	0.14%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	405,797	+159,382	$23,726,950	+70.1%	0.14%
CIB	Grupo Cibest S.A. Financial Services	Added	316,858	+10,787	$23,070,430	+18.5%	0.13%
ENB	Enbridge Inc Energy	Added	411,812	+89,197	$22,295,501	+44.5%	0.13%
WPM	Wheaton Precious Metals Corp. Basic Materials	Added	167,492	+77,862	$21,943,126	+108.3%	0.13%
SCCO	Southern Copper Corp/ Basic Materials	Added	127,518	+11,949	$21,940,742	+32.3%	0.13%

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.