Capital Wealth Planning, LLC: 13F holdings
CIK 15667282026Q2
| Positions | 154 |
|---|
| Reported value | $20.0bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 154 (+3 vs prior quarter) |
|---|
| Reported value | $20.0bn (+10.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CAT CATERPILLAR INC | 1,197,856 | $1.3bn | 6.4% |
| AAPL APPLE INC | 3,575,732 | $1.0bn | 5.2% |
| GS GOLDMAN SACHS GROUP INC | 1,013,622 | $1.0bn | 5.1% |
| MSFT MICROSOFT CORP | 2,596,309 | $968.5m | 4.8% |
| JPM JPMORGAN CHASE & CO | 2,882,314 | $943.5m | 4.7% |
| AXP AMERICAN EXPRESS CO | 2,407,310 | $814.3m | 4.1% |
| AMGN AMGEN INC | 2,033,759 | $736.5m | 3.7% |
| TJX TJX COS INC NEW | 4,808,671 | $728.5m | 3.6% |
| CME CME GROUP INC | 3,222,707 | $711.7m | 3.6% |
| CVX CHEVRON CORPORATION | 4,290,958 | $711.3m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1566728")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples