Capital Wealth Planning, LLC

CIK

1566728

Location

NAPLES, FL

Portfolio Value

Large $17,320,786,309

Diversification

Diversified

Filing Date

Global Rank

#299 / 8,603 ▲ 40 · as of Mar 2026

Top Industry

Credit Services 8.7%

3Y Alpha vs SPY

-4.1%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.9%

SPY

+76.0%

Annualised alpha

-4.0%

Max drawdown

−12.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

5.4%

−0.3 pts

Top 5

25.8%

−1.6 pts

Top 10

48.3%

−4.8 pts

HHI

367

Diversified−43

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	24.0%	$4,152,129,803	21
Technology	16.1%	$2,796,146,172	20
Industrials	14.3%	$2,469,418,760	19
Consumer Cyclical	13.1%	$2,266,802,468	8
Healthcare	9.5%	$1,641,912,782	14
Energy	7.7%	$1,326,321,556	11
Consumer Defensive	6.3%	$1,089,364,516	9
Basic Materials	3.7%	$646,467,735	12
Communication Services	2.4%	$421,840,894	11
Utilities	2.2%	$388,370,908	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	$4,355,967
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
UNH	Unitedhealth Group Inc	−651	3,880	$1,049,889
DE	Deere & Co	−293	575	$323,897
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	$306,677,320
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	$843,378
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

137 positions · $17,320,786,309 total · 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 137 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%	5.36%
GS	Goldman Sachs Group Inc Financial Services	Added	1,067,492	+131,546	$903,087,557	+9.8%	5.21%
AAPL	Apple Inc. Technology	Added	3,553,595	+616,544	$901,866,874	+12.9%	5.21%
RTX	RTX Corp Industrials	Added	4,607,925	+317,527	$888,868,731	+13.0%	5.13%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,873,074	+417,179	$845,143,447	+6.8%	4.88%
CAT	Caterpillar Inc Industrials	Reduced	1,186,096	-123,114	$840,301,572	+12.0%	4.85%
CVX	Chevron Corp Energy	Added	3,865,516	+1,121,376	$799,775,260	+91.2%	4.62%
AXP	American Express Co Financial Services	Added	2,629,848	+477,224	$795,476,423	−0.1%	4.59%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	4,656,885	+572,198	$743,704,534	+18.5%	4.29%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,189,130	+335,138	$719,982,965	+12.9%	4.16%
V	Visa Inc. Financial Services	Added	2,343,562	+172,519	$708,318,178	−7.0%	4.09%
CME	Cme Group Inc. Financial Services	Reduced	2,288,352	-420,794	$675,864,763	−8.6%	3.90%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,141,203	+265,409	$665,464,480	+16.1%	3.84%
AMGN	Amgen Inc Healthcare	Added	1,852,716	+405,543	$651,878,123	+37.6%	3.76%
IBM	International Business Machines Corp Technology	Added	2,649,879	+205,828	$642,304,170	−11.3%	3.71%
WMT	Walmart Inc. Consumer Defensive	Added	5,154,836	+1,162,001	$640,643,017	+44.0%	3.70%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,516,730	-487,467	$543,317,451	+3.1%	3.14%
AEM	Agnico Eagle Mines Ltd Basic Materials	Added	2,459,250	+578,670	$499,178,565	+56.6%	2.88%
MPC	Marathon Petroleum Corp Energy	Added	1,641,315	+143,191	$400,776,296	+64.5%	2.31%
KO	Coca Cola Co Consumer Defensive	Added	4,788,705	+579,630	$364,181,014	+23.8%	2.10%
DUK	Duke Energy CORP Utilities	Added	2,740,814	+62,118	$358,882,185	+14.3%	2.07%
FDX	Fedex Corp Industrials	NEW	1,068,523	NEW	$306,677,320	NEW	1.77%
MDT	Medtronic plc Healthcare	NEW	3,522,435	NEW	$305,218,992	NEW	1.76%
NSC	Norfolk Southern Corp Industrials	NEW	898,374	NEW	$257,833,338	NEW	1.49%
VZ	Verizon Communications Inc Communication Services	Reduced	3,791,604	-225,148	$190,338,520	+16.3%	1.10%
NVDA	Nvidia Corp Technology	Added	581,100	+221,452	$101,343,839	+51.1%	0.59%
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%	0.41%
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%	0.18%
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%
IMO	Imperial Oil Ltd Energy	Added	166,800	+17,538	$21,820,776	+69.4%	0.13%