Capital Wealth Planning, LLC holds a diversified book of 151 stocks worth $18.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Fedex Corp and trimmed Caterpillar Inc. Their largest long position is Microsoft Corp at 5% of the equity book.
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Use Arkolith to show Capital Wealth Planning, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $928.2M | 2.51M | 5.1% | ▲+52% Added · +858K sh | |
| 2 | Goldman Sachs Group Inc COM | $903.1M | 1.07M | 5.0% | ▲+14% Added · +132K sh | |
| 3 | Apple Inc COM | $901.9M | 3.55M | 5.0% | ▲+21% Added · +617K sh | |
| 4 | RTX Corporation COM | $888.9M | 4.61M | 4.9% | ▲+7.4% Added · +318K sh | |
| 5 | JPMorgan Chase & Co COM | $845.1M | 2.87M | 4.7% | ▲+17% Added · +417K sh | |
| 6 | Caterpillar Inc COM | $840.3M | 1.19M | 4.6% | ▼−9.4% Reduced · −123K sh | |
| 7 | Chevron Corporation COM | $799.8M | 3.87M | 4.4% | ▲+41% Added · +1.1M sh | |
| 8 | American Express Co COM | $795.5M | 2.63M | 4.4% | ▲+22% Added · +477K sh | |
| 9 | TJX Cos Inc New COM | $743.7M | 4.66M | 4.1% | ▲+14% Added · +572K sh | |
| 10 | Home Depot Inc COM | $720.0M | 2.19M | 4.0% | ▲+18% Added · +335K sh | |
| 11 | Visa Inc COM CL A | $708.3M | 2.34M | 3.9% | ▲+7.9% Added · +173K sh | |
| 12 | Cme Group Inc COM | $675.9M | 2.29M | 3.7% | ▼−16% Reduced · −421K sh | |
| 13 | McDonalds Corp COM | $665.5M | 2.14M | 3.7% | ▲+14% Added · +265K sh | |
| 14 | Amgen Inc COM | $651.9M | 1.85M | 3.6% | ▲+28% Added · +406K sh | |
| 15 | International Business Machs COM | $642.3M | 2.65M | 3.5% | ▲+8.4% Added · +206K sh | |
| 16 | Walmart Inc COM | $640.6M | 5.15M | 3.5% | ▲+29% Added · +1.2M sh | |
| 17 | Merck & Co Inc COM | $543.3M | 4.52M | 3.0% | ▼−9.7% Reduced · −487K sh | |
| 18 | Agnico Eagle Mines Ltd COM | $499.2M | 2.46M | 2.8% | ▲+31% Added · +579K sh | |
| 19 | Marathon Pete Corp COM | $400.8M | 1.64M | 2.2% | ▲+9.6% Added · +143K sh | |
| 20 | Fedex Corp COM | $380.6M | 1.07M | 2.1% | ▲New New position | |
| 21 | SPDR Series Trust STATE STREET SPD | $364.9M | 3.98M | 2.0% | ▼−17% Reduced · −826K sh | |
| 22 | Coca Cola Co COM | $364.2M | 4.79M | 2.0% | ▲+14% Added · +580K sh | |
| 23 | Duke Energy Corp New COM NEW | $358.9M | 2.74M | 2.0% | ▲+2.3% Added · +62K sh | |
| 24 | Amplify ETF TR SAMSUNG SOFR ETF | $327.3M | 3.27M | 1.8% | ▲+15% Added · +427K sh | |
| 25 | Medtronic PLC SHS | $305.2M | 3.52M | 1.7% | ▲New New position | |
| 26 | Norfolk Southn Corp COM | $257.8M | 898.4K | 1.4% | ▲New New position | |
| 27 | Verizon Communications Inc COM | $190.3M | 3.79M | 1.0% | ▼−5.6% Reduced · −225K sh | |
| 28 | Nvidia Corporation COM | $101.3M | 581.1K | 0.6% | ▲+62% Added · +221K sh | |
| 29 | Fastenal Co COM | $79.3M | 1.71M | 0.4% | ▼−27% Reduced · −646K sh | |
| 30 | Alphabet Inc CAP STK CL A | $70.6M | 245.6K | 0.4% | ▲+89% Added · +116K sh | |
| 31 | Invesco QQQ TR UNIT SER 1 | $70.5M | 122.2K | 0.4% | ▲16× Added · +114K sh | |
| 32 | Amazon Com Inc COM | $49.7M | 238.8K | 0.3% | ▲+56% Added · +85K sh | |
| 33 | Meta Platforms Inc CL A | $45.7M | 80.0K | 0.3% | ▼−90% Reduced · −753K sh | |
| 34 | Taiwan Semiconductor Manufac SPONSORED ADS | $42.4M | 125.6K | 0.2% | ▲+48% Added · +41K sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $40.2M | 61.9K | 0.2% | ▲+8.5% Added · +5K sh | |
| 36 | Nutrien Ltd COM | $37.9M | 502.2K | 0.2% | ▲New New position | |
| 37 | Broadcom Inc COM | $36.1M | 116.7K | 0.2% | ▲+37% Added · +32K sh | |
| 38 | Tesla Inc COM | $34.4M | 92.7K | 0.2% | ▲+69% Added · +38K sh | |
| 39 | Bank Montreal Medium COM | $31.7M | 234.4K | 0.2% | ▲+142% Added · +138K sh | |
| 40 | Alibaba Group Hldg Ltd SPONSORED ADS | $30.4M | 242.4K | 0.2% | ▲+28% Added · +53K sh | |
| 41 | Cameco Corp COM | $29.4M | 270.5K | 0.2% | ▲+79% Added · +120K sh | |
| 42 | Mitsubishi Ufj Financial Gro SPONSORED ADS | $28.8M | 1.70M | 0.2% | ▲+55% Added · +600K sh | |
| 43 | Eli Lilly & Co COM | $28.3M | 30.8K | 0.2% | ▲+141% Added · +18K sh | |
| 44 | America Movil SAB De CV SPON ADS RP CL B | $26.6M | 1.04M | 0.1% | ▲+212% Added · +709K sh | |
| 45 | AstraZeneca PLC ORD | $26.3M | 133.6K | 0.1% | ▲New New position | |
| 46 | Sumitomo Mitsui Fin Grp Inc SPONSORED ADR | $25.8M | 1.31M | 0.1% | ▲+21% Added · +223K sh | |
| 47 | Netflix Inc. COM | $24.0M | 249.8K | 0.1% | ▲+98% Added · +123K sh | |
| 48 | British Amern Tob PLC SPONSORED ADR | $23.7M | 405.8K | 0.1% | ▲+65% Added · +159K sh | |
| 49 | Grupo Cibest Sa SPON ADS | $23.1M | 316.9K | 0.1% | ▲+3.5% Added · +11K sh | |
| 50 | Enbridge Inc COM | $22.3M | 411.8K | 0.1% | ▲+28% Added · +89K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 189 | $18.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 196 | $15.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 185 | $14.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 172 | $12.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 172 | $11.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 164 | $10.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 190 | $10.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 154 | $9.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 166 | $9.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 8, 2024 | 165 | $8.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 6, 2023 | 160 | $8.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 4, 2023 | 156 | $8.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 4, 2023 | 158 | $7.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 130 | $6.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 113 | $5.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 8, 2022 | 102 | $5.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 11, 2022 | 116 | $4.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 4, 2022 | 130 | $4.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 3, 2021 | 133 | $3.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 3, 2021 | 153 | $3.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 19, 2021 | 155 | $3.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 25, 2021 | 132 | $2.6B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 10, 2020 | 123 | $2.0B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 124 | $1.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.