Arkolith/Funds/Capital Wealth Planning, LLC

Capital Wealth Planning, LLC

CIK 1566728Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Capital Wealth Planning, LLC holds a diversified book of 154 stocks worth $20.0B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Archer-Daniels-Midland Co and trimmed Goldman Sachs Group Inc. Their largest long position is Caterpillar Inc at 6% of the equity book.

Opened
49
bought for the first time
Added to
84
already held, bought more
Trimmed
47
sold some, still holds it
Sold out
16
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
45%
Top 20 holdings
73%

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

Direct sector allocation

95% mapped to company sectors

Financials
22%
Information Technology
19%
Industrials
15%
Consumer Discretionary
13%
Health Care
8%
Energy
6%
ETF / fund or unclassified
5%
Materials
5%

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 Planning, LLC

Manager / fundShared namesTheir $ in those
UBS Group AG79 / 80$146.9B
OSAIC HOLDINGS, INC.79 / 80$13.6B
ASSETMARK, INC79 / 80$8.7B
Steward Partners Investment Advisory, LLC79 / 80$5.7B
Arax Advisory Partners79 / 80$3.3B
Integrated Wealth Concepts LLC79 / 80$2.8B
GAMMA Investing LLC79 / 80$1.0B
HARBOUR INVESTMENTS, INC.79 / 80$882.1M

Ranked by the share of each fund's own book sitting in the names it shares with Capital Wealth Planning, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.

Holdings: largest first

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

154 positions
#SecurityValueShares% PortLast moveHistory
1Caterpillar Inc
COM
$1.3B1.20M
6.4%
+1.0%
Added · +12K sh
2Apple Inc
COM
$1.0B3.58M
5.2%
+0.6%
Added · +22K sh
3Goldman Sachs Group Inc
COM
$1.0B1.01M
5.1%
−5.0%
Reduced · −54K sh
4Microsoft Corp
COM
$968.5M2.60M
4.8%
+3.5%
Added · +89K sh
5JPMorgan Chase & Co
COM
$943.5M2.88M
4.7%
+0.3%
Added · +9K sh
6American Express Co
COM
$814.3M2.41M
4.1%
−8.5%
Reduced · −223K sh
7Amgen Inc
COM
$736.5M2.03M
3.7%
+9.8%
Added · +181K sh
8TJX Cos Inc New
COM
$728.5M4.81M
3.6%
+3.3%
Added · +152K sh
9Cme Group Inc
COM
$711.7M3.22M
3.6%
+41%
Added · +934K sh
10Chevron Corporation
COM
$711.3M4.29M
3.6%
+11%
Added · +425K sh
11International Business Machs
COM
$654.4M2.33M
3.3%
−12%
Reduced · −323K sh
12Visa Inc
COM CL A
$630.0M1.84M
3.1%
−22%
Reduced · −507K sh
13Merck & Co Inc
COM
$605.1M4.71M
3.0%
+4.2%
Added · +192K sh
14Walmart Inc
COM
$598.4M5.28M
3.0%
+2.5%
Added · +128K sh
15RTX Corporation
COM
$596.8M3.15M
3.0%
−32%
Reduced · −1.5M sh
16Home Depot Inc
COM
$580.7M1.65M
2.9%
−25%
Reduced · −543K sh
17McDonalds Corp
COM
$519.5M1.92M
2.6%
−10%
Reduced · −219K sh
18Nvidia Corporation
COM
$495.3M2.48M
2.5%
+326%
Added · +1.9M sh
19Coca Cola Co
COM
$485.2M5.97M
2.4%
+25%
Added · +1.2M sh
20SPDR Series Trust
ST STR BLO 1 ETF
$456.0M4.98M
2.3%
+25%
Added · +994K sh
21Fedex Corp
COM
$430.8M1.38M
2.2%
+29%
Added · +307K sh
22Marathon Pete Corp
COM
$403.4M1.58M
2.0%
−3.9%
Reduced · −63K sh
23Agnico Eagle Mines Ltd
COM
$398.6M2.57M
2.0%
+4.5%
Added · +111K sh
24Norfolk Southn Corp
COM
$374.3M1.19M
1.9%
+32%
Added · +291K sh
25Duke Energy Corp New
COM NEW
$362.7M2.87M
1.8%
+4.5%
Added · +125K sh
26Amplify ETF TR
SAMSUNG SOFR ETF
$353.7M3.53M
1.8%
+8.1%
Added · +264K sh
27Freeport McMoran Inc
CL B
$334.7M5.32M
1.7%
1k×
Added · +5.3M sh
28Archer Daniels Midland Co
COM
$317.2M4.15M
1.6%
New
New position
29Verizon Communications Inc
COM
$173.4M4.10M
0.9%
+8.0%
Added · +304K sh
30Invesco QQQ TR
UNIT SER 1
$108.6M147.5K
0.5%
+21%
Added · +25K sh
31Fedex FGHT Hldg Co Inc
COMMON STOCK
$102.9M681.7K
0.5%
New
New position
32Alphabet Inc
CAP STK CL A
$102.8M287.8K
0.5%
+17%
Added · +42K sh
33Fastenal Co
COM
$82.1M1.71M
0.4%
~0%
Reduced · −117 sh
34Taiwan Semiconductor Manufac
SPONSORED ADS
$72.7M152.2K
0.4%
+21%
Added · +27K sh
35Amazon Com Inc
COM
$61.0M256.0K
0.3%
+7.2%
Added · +17K sh
36Broadcom Inc
COM
$51.5M136.3K
0.3%
+17%
Added · +20K sh
37Eli Lilly & Co
COM
$47.7M39.7K
0.2%
+29%
Added · +9K sh
38Tesla Inc
COM
$47.7M113.3K
0.2%
+22%
Added · +21K sh
39State STR SPDR S&P 500 ETF T
TR UNIT
$47.5M63.6K
0.2%
+2.8%
Added · +2K sh
40Bank Montreal Medium
COM
$45.6M257.8K
0.2%
+10%
Added · +23K sh
41ASML Hldg NV
N Y REGISTRY SHS
$45.2M22.7K
0.2%
+41%
Added · +7K sh
42Meta Platforms Inc
CL A
$43.3M76.9K
0.2%
−3.8%
Reduced · −3K sh
43Mitsubishi Ufj Financial Gro
SPONSORED ADS
$41.0M2.06M
0.2%
+21%
Added · +361K sh
44AstraZeneca PLC
ORD
$41.0M216.0K
0.2%
+62%
Added · +82K sh
45Advanced Micro Devices Inc
COM
$39.3M67.6K
0.2%
−26%
Reduced · −24K sh
46Sumitomo Mitsui Fin Grp Inc
SPONSORED ADR
$39.1M1.66M
0.2%
+27%
Added · +354K sh
47America Movil SAB De CV
SPON ADS RP CL B
$38.8M1.49M
0.2%
+43%
Added · +449K sh
48Micron Technology Inc
COM
$35.9M31.1K
0.2%
−37%
Reduced · −19K sh
49British Amern Tob PLC
SPONSORED ADR
$35.9M581.2K
0.2%
+43%
Added · +175K sh
50Cameco Corp
COM
$33.4M328.0K
0.2%
+21%
Added · +57K sh
Showing 50 of 154 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026228$20.0B13F-HR
Q1 2026Mar 31, 2026May 15, 2026189$18.1B13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026196$15.4B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025185$14.2B13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025172$12.7B13F-HR
Q1 2025Mar 31, 2025May 12, 2025172$11.5B13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025164$10.8B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024190$10.7B13F-HR
Q2 2024Jun 30, 2024Aug 9, 2024154$9.5B13F-HR
Q1 2024Mar 31, 2024May 7, 2024166$9.4B13F-HR
Q4 2023Dec 31, 2023Feb 8, 2024165$8.7B13F-HR
Q3 2023Sep 30, 2023Nov 6, 2023160$8.1B13F-HR
Q2 2023Jun 30, 2023Aug 4, 2023156$8.1B13F-HR
Q1 2023Mar 31, 2023May 4, 2023158$7.4B13F-HR
Q4 2022Dec 31, 2022Feb 3, 2023130$6.8B13F-HR
Q3 2022Sep 30, 2022Nov 9, 2022113$5.5B13F-HR
Q2 2022Jun 30, 2022Aug 8, 2022102$5.1B13F-HR
Q1 2022Mar 31, 2022May 11, 2022116$4.9B13F-HR
Q4 2021Dec 31, 2021Feb 4, 2022130$4.5B13F-HR
Q3 2021Sep 30, 2021Nov 3, 2021133$3.6B13F-HR
Q2 2021Jun 30, 2021Aug 3, 2021153$3.6B13F-HR
Q1 2021Mar 31, 2021Apr 19, 2021155$3.1B13F-HR
Q4 2020Dec 31, 2020Jan 25, 2021132$2.6B13F-HR
Q3 2020Sep 30, 2020Nov 10, 2020123$2.0B13F-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.