account_balance
Investment manager · 13F filer · SEC CIK 1566728
Capital Wealth Planning, LLC
Reported value$20Bas of Jun 30, 2026
Positions154 19 new, 16 sold out
Top 10 weight44.7%CAT alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CATCaterpillar Inc
6.4%
AAPLApple Inc
5.2%
GSGoldman Sachs Group Inc
5.1%Trimmed −5%
MSFTMicrosoft Corp
4.8%Added +4%
JPMJPMorgan Chase & Co
4.7%
AXPAmerican Express Co
4.1%Trimmed −8%
AMGNAmgen Inc
3.7%Added +10%
TJXTJX Cos Inc New
3.6%Added +3%
CMECme Group Inc
3.6%Added +41%
CVXChevron Corporation
3.6%Added +11%
IBMInternational Business Machs
3.3%Trimmed −12%
V3.1%CATCaterpillar Inc
6.4%
AAPL5.2%GS5.1%MSFTMicrosoft Corp
4.8%Added +4%
JPMJPMorgan Chase & Co
4.7%
AXPAmerican Express Co
4.1%Trimmed −8%
AMGN3.7%TJX3.6%CME3.6%CVX3.6%IBM3.3%V3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CAT Caterpillar Inc 6.4% HeldAAPL Apple Inc 5.2% HeldGS Goldman Sachs Group Inc 5.1% Trimmed −5%MSFT Microsoft Corp 4.8% Added +4%JPM JPMorgan Chase & Co 4.7% HeldAXP American Express Co 4.1% Trimmed −8%AMGN Amgen Inc 3.7% Added +10%TJX TJX Cos Inc New 3.6% Added +3%CME Cme Group Inc 3.6% Added +41%CVX Chevron Corporation 3.6% Added +11%IBM International Business Machs 3.3% Trimmed −12%V Visa Inc 3.1% Trimmed −22%
What changed