CORRECT CAPITAL WEALTH MANAGEMENT
Top Portfolio Positions
78 positions ·
$134,661,684 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
17,787 | $11,567,597 | 8.59% | |
| BRR |
ProCap Financial, Inc.
Financial Services
|
3,750,000 | $7,912,500 | 5.88% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
14,161 | $6,785,951 | 5.04% | |
| AAPL |
Apple Inc.
Technology
|
25,975 | $6,592,195 | 4.90% | |
| MSFT |
Microsoft Corp
Technology
|
16,311 | $6,037,842 | 4.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,635 | $4,922,461 | 3.66% | |
| XOM |
Exxon Mobil Corp
Energy
|
23,144 | $3,926,611 | 2.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,713 | $3,840,708 | 2.85% | |
| CRM |
Salesforce, Inc.
Technology
|
19,358 | $3,613,557 | 2.68% | |
| JNJ |
Johnson & Johnson
Healthcare
|
14,587 | $3,565,646 | 2.65% |
Portfolio Trend
10 quarters · across all stocks
Holdings in CAL
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $156,877 | 14,884 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $181,138 | 14,884 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $194,087 | 14,884 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $181,882 | 14,884 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $256,451 | 14,884 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $344,713 | 14,884 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $491,916 | 14,884 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $500,102 | 14,884 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $610,690 | 14,884 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $457,385 | 14,884 | Shares | Sole | 2024-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||