Capital Wealth Planning, LLC
CIK 1566728
13F filing for Q2 2026・No. 376
- Holdings
- US$20.02B
- Quarter change
- +US$1.89B
- Entries
- 228
- Net bought (estimate)
- +US$1.08B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 19
- Sold out 16
- Cut 47
- Added 84
- Corporate actions 0
- Unchanged 4
Largest holdings
154 stocks worth US$20.02B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CATCATERPILLAR INCCOM | Added | 1,197,856 | US$1.28B | 6.37% |
| AAPLAppleCOM | Added | 3,575,732 | US$1.03B | 5.17% |
| GSGOLDMAN SACHS GROUP INCCOM | Cut | 1,013,622 | US$1.03B | 5.12% |
| MSFTMicrosoftCOM | Added | 2,596,309 | US$968.48M | 4.84% |
| JPMJPMORGAN CHASE & COCOM | Added | 2,882,314 | US$943.47M | 4.71% |
| AXPAMERICAN EXPRESS COCOM | Cut | 2,407,310 | US$814.27M | 4.07% |
| AMGNAMGEN INCCOM | Added | 2,033,759 | US$736.46M | 3.68% |
| TJXTJX COS INC NEWCOM | Added | 4,808,671 | US$728.51M | 3.64% |
| CMECME GROUP INCCOM | Added | 3,222,707 | US$711.67M | 3.55% |
| CVXCHEVRON CORPORATIONCOM | Added | 4,290,958 | US$711.27M | 3.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.