Capital Wealth Planning
$20.0B 13F equity value
169 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Capital Wealth Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CAT | CATERPILLAR INC | 1,197,856 | $1.3B | 6.4% |
| AAPL | APPLE INC | 3,575,732 | $1.0B | 5.2% |
| GS | GOLDMAN SACHS GROUP INC | 1,013,622 | $1.0B | 5.1% |
| MSFT | MICROSOFT CORP | 2,596,309 | $968M | 4.8% |
| JPM | JPMORGAN CHASE & CO | 2,882,314 | $943M | 4.7% |
| AXP | AMERICAN EXPRESS CO | 2,407,310 | $814M | 4.1% |
| AMGN | AMGEN INC | 2,033,759 | $736M | 3.7% |
| TJX | TJX COS INC NEW | 4,808,671 | $729M | 3.6% |
| CME | CME GROUP INC | 3,222,707 | $712M | 3.6% |
| CVX | CHEVRON CORPORATION | 4,290,958 | $711M | 3.6% |
Track Capital Wealth Planning's 13F portfolio: $20.0B in reported holdings, 169 positions. Top holdings and quarterly changes on SentiSense.
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