Capital Wealth Planning
$18.1B Assets Reported
180 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 2,507,605 | $928M | 5.1% |
| GS | GOLDMAN SACHS GROUP INC | 1,067,492 | $903M | 5.0% |
| AAPL | APPLE INC | 3,553,595 | $902M | 5.0% |
| RTX | RTX CORPORATION | 4,607,925 | $889M | 4.9% |
| JPM | JPMORGAN CHASE & CO | 2,873,074 | $845M | 4.7% |
| CAT | CATERPILLAR INC | 1,186,096 | $840M | 4.6% |
| CVX | CHEVRON CORPORATION | 3,865,516 | $800M | 4.4% |
| AXP | AMERICAN EXPRESS CO | 2,629,848 | $795M | 4.4% |
| TJX | TJX COS INC NEW | 4,656,885 | $744M | 4.1% |
| HD | HOME DEPOT INC | 2,189,130 | $720M | 4.0% |
Track Capital Wealth Planning's 13F portfolio: $18.1B in reported holdings, 180 positions. Top holdings, AUM, and quarterly changes on SentiSense.