Arkolith/Funds/Capital Wealth Alliance, LLC

Capital Wealth Alliance, LLC

CIK 1803277Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Capital Wealth Alliance, LLC holds a focused book of 98 stocks worth $215.4M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Sprott Physical Gold And Sil and trimmed Ishares Treasury Floating Ra. Their largest long position is Sprott Physical Silver Trust at 20% of the equity book. They also disclosed $35K in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show Capital Wealth Alliance, LLC's latest
holdings, largest changes, and filing provenance.
Opened
40
new positions
Added to
33
existing
Trimmed
33
reduced
Sold out
6
exited

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
58%
Top 20 holdings
75%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

56% mapped to company sectors

Financials
48%
ETF / fund or unclassified
44%
Information Technology
4%
Consumer Discretionary
1%
Industrials
1%
Utilities
1%
Energy
1%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Capital Wealth Alliance, LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC80 / 80$64.7B
OSAIC HOLDINGS, INC.80 / 80$14.2B
MORGAN STANLEY79 / 80$429.5B
WELLS FARGO & COMPANY/MN79 / 80$107.6B
Farther Finance Advisors, LLC79 / 80$2.0B
ROYAL BANK OF CANADA78 / 80$109.9B
RAYMOND JAMES FINANCIAL INC78 / 80$74.0B
ENVESTNET ASSET MANAGEMENT INC78 / 80$44.5B

Ranked by how many of Capital Wealth Alliance, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

98 positions
#SecurityValueShares% PortLast moveHistory
1Sprott Asset Management LP
PHYSICAL SILVER
$42.1M2.23M
19.6%
+0.6%
Added · +13K sh
2Sprott Asset Management LP
PHYSICAL GOLD TR
$29.2M967.6K
13.6%
+1.1%
Added · +11K sh
3SPDR Series Trust
ST STR BLO 1 ETF
$13.3M145.0K
6.2%
+1.2%
Added · +2K sh
4Ishares TR
TRS FLT RT BD
$6.4M126.5K
3.0%
−6.2%
Reduced · −8K sh
5Berkshire Hathaway Inc Del
CL B NEW
$6.2M12.4K
2.9%
−1.1%
Reduced · −141 sh
6Vanguard Index FDS
S&P 500 ETF SHS
$6.2M9.0K
2.9%
−0.9%
Reduced · −82 sh
7Ishares TR
TRUST ISHARE 0-1
$5.7M51.6K
2.6%
−7.9%
Reduced · −4K sh
8Vaneck Merk Gold ETF
GOLD SHS
$5.7M146.7K
2.6%
Held
9Sprott Asset Management LP
PHYSICAL GOLD AN
$5.2M129.7K
2.4%
New
New position
10State STR SPDR Dow Jones Ind
UT SER 1
$4.9M9.4K
2.3%
−0.2%
Reduced · −16 sh
11Invesco QQQ TR
UNIT SER 1
$4.9M6.7K
2.3%
−2.2%
Reduced · −153 sh
12Strategy Inc
CL A NEW
$4.6M53.1K
2.1%
+3.1%
Added · +2K sh
13State STR SPDR S&P 500 ETF T
TR UNIT
$4.6M6.1K
2.1%
~0%
Reduced · −2 sh
14Ishares TR
US AER DEF ETF
$4.1M16.9K
1.9%
+12%
Added · +2K sh
15Vaneck ETF Trust
GOLD MINERS ETF
$4.0M53.1K
1.9%
+1.3%
Added · +683 sh
16Ishares Bitcoin Trust ETF
SHS BEN INT
$3.5M103.9K
1.6%
+7.4%
Added · +7K sh
17Invesco DB Multi-Sector Comm
AGRICULTURE FD
$3.1M117.9K
1.5%
−19%
Reduced · −27K sh
18Invesco Actvely MNGD Etc FD
AGRI CMDTY STRA
$2.9M81.7K
1.4%
−6.9%
Reduced · −6K sh
19Gamco Nat Res Gold & Income
SH BEN INT
$2.9M351.0K
1.3%
~0%
Reduced · −100 sh
20Sprott FDS TR
URANI MINER ETF
$2.3M43.2K
1.1%
+74%
Added · +18K sh
21Vanguard World FD
ENERGY ETF
$2.2M14.7K
1.0%
−6.2%
Reduced · −975 sh
22Ishares Inc
MSCI GLB SLV&MTL
$2.2M69.9K
1.0%
−0.3%
Reduced · −198 sh
23Amazon Com Inc
COM
$2.0M8.5K
0.9%
+2.4%
Added · +198 sh
24SPDR Series Trust
ST STR SP METAL
$1.9M17.4K
0.9%
−1.6%
Reduced · −289 sh
25Nvidia Corporation
COM
$1.6M8.1K
0.8%
+82%
Added · +4K sh
26Microsoft Corp
COM
$1.5M4.1K
0.7%
+8.3%
Added · +311 sh
27Ishares TR
ULTRA SHORT DUR
$1.5M29.7K
0.7%
−0.9%
Reduced · −277 sh
28Lennox Intl Inc
COM
$1.5M2.5K
0.7%
Held
29Vanguard Star FDS
VG TL INTL STK F
$1.4M16.4K
0.7%
+11%
Added · +2K sh
30Gamco Global Gold Nat Res &
COM SH BEN INT
$1.4M287.2K
0.6%
+0.3%
Added · +917 sh
31Select Sector SPDR TR
ST STR ENERG ETF
$1.3M24.1K
0.6%
+2.8%
Added · +666 sh
32Ishares TR
INTL SEL DIV ETF
$1.2M29.1K
0.6%
+0.6%
Added · +184 sh
33Broadcom Inc
COM
$1.2M3.1K
0.5%
+112%
Added · +2K sh
34American Centy ETF TR
US SML CP VALU
$1.1M8.8K
0.5%
+2.5%
Added · +217 sh
35Constellation Energy Corp
COM
$1.1M4.2K
0.5%
+85%
Added · +2K sh
36First TR Exchange Traded FD
RBA INDL ETF
$1.0M7.5K
0.5%
Held
37Invesco Actively Managed Exc
ULTRA SHRT DUR
$1.0M20.0K
0.5%
−13%
Reduced · −3K sh
38NEOS ETF Trust
NEOS S&P 500 HI
$949K17.9K
0.4%
+59%
Added · +7K sh
39Ge Aerospace
COM NEW
$898K2.4K
0.4%
+15%
Added · +317 sh
40Ishares Inc
MSCI TAIWAN ETF
$849K7.8K
0.4%
+2.7%
Added · +208 sh
41Corteva Inc
COM
$837K9.9K
0.4%
+4.1%
Added · +386 sh
42Bitwise Bitcoin ETF TR
SHS BEN INT
$814K25.6K
0.4%
−0.3%
Reduced · −88 sh
43Global X FDS
GLOBAL X URANIUM
$788K18.0K
0.4%
+25%
Added · +4K sh
44Ishares TR
MSCI INDIA ETF
$756K15.3K
0.4%
+29%
Added · +3K sh
45Vanguard BD Index FDS
TOTAL BND MRKT
$750K10.2K
0.3%
+8.3%
Added · +780 sh
46Berkshire Hathaway Inc Del
CL A
$749K1
0.3%
Held
47Ishares TR
EXPND TEC SC ETF
$746K4.6K
0.3%
−1.2%
Reduced · −54 sh
48Invesco Exchange Traded FD T
SEMICONDUCTORS
$657K3.5K
0.3%
Held
49Vanguard Scottsdale FDS
SHORT TERM TREAS
$655K11.3K
0.3%
−3.5%
Reduced · −413 sh
50Ishares TR
RUS 1000 GRW ETF
$641K5.2K
0.3%
+300%
Added · +4K sh
Showing 50 of 98 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$35K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSTRATEGY INCMSTR$35K400

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 202699$215.5M13F-HR
Q1 2026Mar 31, 2026May 14, 202693$221.3M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202687$234.1M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202576$201.2M13F-HR
Q2 2025Jun 30, 2025Jul 30, 202574$186.0M13F-HR
Q1 2025Mar 31, 2025May 14, 202572$167.3M13F-HR
Q4 2024Dec 31, 2024Jan 29, 202580$176.5M13F-HR
Q3 2024Sep 30, 2024Oct 30, 202475$171.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.