Capital Wealth Planning, LLC
13F filer · CIK 1566728 · Naples, FL
Summary
Capital Wealth Planning, LLC reported $20.02B across 154 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are CAT (6.4%), AAPL (5.2%), GS (5.1%). Versus 2026 Q1, leaving options aside, it opened 19 new positions, added to 84, trimmed 47 and sold out of 16.
Reported value$20.02B
Positions154
Report period2026 Q2
FiledAug 14, 2026
New positions19
Added84
Trimmed47
Sold out16
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.4%Value $1.28BPrice $826.64Shares 1.20M +0.99%Since Jun 30 -22.37%
Weight 5.2%Value $1.03BPrice $329.40Shares 3.58M +0.62%Since Jun 30 +13.84%
Weight 5.1%Value $1.03BPrice $916.24Shares 1.01M -5.05%Since Jun 30 -9.41%
Weight 4.8%Value $968.48MPrice $508.96Shares 2.60M +3.54%Since Jun 30 +36.44%
Weight 4.7%Value $943.47MPrice $334.98Shares 2.88M +0.32%Since Jun 30 +2.34%
Weight 4.1%Value $814.27MPrice $305.40Shares 2.41M -8.46%Since Jun 30 -9.71%
Weight 3.7%Value $736.46MPrice $423.64Shares 2.03M +9.77%Since Jun 30 +16.99%
Weight 3.6%Value $728.51MPrice $133.80Shares 4.81M +3.26%Since Jun 30 -11.68%
Weight 3.6%Value $711.67MPrice $263.22Shares 3.22M +40.83%Since Jun 30 +19.20%
Weight 3.6%Value $711.27MPrice $204.38Shares 4.29M +11.01%Since Jun 30 +23.30%
Weight 3.3%Value $654.35MPrice $219.99Shares 2.33M -12.19%Since Jun 30 -21.77%
Weight 3.1%Value $630.01MPrice $365.88Shares 1.84M -21.65%Since Jun 30 +6.64%
Weight 3.0%Value $605.05MPrice $149.28Shares 4.71M +4.25%Since Jun 30 +16.17%
Weight 3.0%Value $598.39MPrice $106.80Shares 5.28M +2.49%Since Jun 30 -5.70%
Weight 3.0%Value $596.82MPrice $186.94Shares 3.15M -31.73%Since Jun 30 -1.47%
Weight 2.9%Value $580.67MPrice $288.04Shares 1.65M -24.79%Since Jun 30 -18.33%
Weight 2.6%Value $519.52MPrice $233.98Shares 1.92M -10.24%Since Jun 30 -13.44%
Weight 2.5%Value $495.29MPrice $227.21Shares 2.48M +325.97%Since Jun 30 +13.55%
Weight 2.4%Value $485.23MPrice $86.84Shares 5.97M +24.68%Since Jun 30 +6.85%
Weight 2.3%Value $456.01MPrice $91.65Shares 4.98M +24.96%Since Jun 30 +0.01%
Weight 2.2%Value $430.80MPrice $287.47Shares 1.38M +28.76%Since Jun 30 -8.19%
Weight 2.0%Value $403.44MPrice $392.03Shares 1.58M -3.86%Since Jun 30 +53.33%
Weight 2.0%Value $398.65MPrice $185.83Shares 2.57M +4.49%Since Jun 30 +19.79%
Weight 1.9%Value $374.29MPrice $313.00Shares 1.19M +32.44%Since Jun 30 -0.51%
Weight 1.8%Value $362.74MPrice $114.21Shares 2.87M +4.56%Since Jun 30 -9.77%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.4% | $1.28B | -22.37% | +0.99% | Add | |
| 5.2% | $1.03B | +13.84% | +0.62% | Add | |
| 5.1% | $1.03B | -9.41% | -5.05% | Trim | |
| 4.8% | $968.48M | +36.44% | +3.54% | Add | |
| 4.7% | $943.47M | +2.34% | +0.32% | Add | |
| 4.1% | $814.27M | -9.71% | -8.46% | Trim | |
| 3.7% | $736.46M | +16.99% | +9.77% | Add | |
| 3.6% | $728.51M | -11.68% | +3.26% | Add | |
| 3.6% | $711.67M | +19.20% | +40.83% | Add | |
| 3.6% | $711.27M | +23.30% | +11.01% | Add | |
| 3.3% | $654.35M | -21.77% | -12.19% | Trim | |
| 3.1% | $630.01M | +6.64% | -21.65% | Trim | |
| 3.0% | $605.05M | +16.17% | +4.25% | Add | |
| 3.0% | $598.39M | -5.70% | +2.49% | Add | |
| 3.0% | $596.82M | -1.47% | -31.73% | Trim | |
| 2.9% | $580.67M | -18.33% | -24.79% | Trim | |
| 2.6% | $519.52M | -13.44% | -10.24% | Trim | |
| 2.5% | $495.29M | +13.55% | +325.97% | Add | |
| 2.4% | $485.23M | +6.85% | +24.68% | Add | |
| 2.3% | $456.01M | +0.01% | +24.96% | Add | |
| 2.2% | $430.80M | -8.19% | +28.76% | Add | |
| 2.0% | $403.44M | +53.33% | -3.86% | Trim | |
| 2.0% | $398.65M | +19.79% | +4.49% | Add | |
| 1.9% | $374.29M | -0.51% | +32.44% | Add | |
| 1.8% | $362.74M | -9.77% | +4.56% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.