13F Insight
DOSSIER · 13F-HR · Q2 2026

CAPITAL WEALTH MANAGEMENT, LLC

$416M in tracked AUM across 39 positions as of Q2 2026.

CW
CIK 0001730456 · last filed Jun 30, 2026
Total AUM
$416M
as of Q2 2026
Holdings
39
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CAPITAL WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$45M519K10.7%02
SPSB
SPDR SERIES TRUST
$37M1.2M8.9%03
VTV
VANGUARD INDEX FDS
$36M164K8.6%04
FBND
FIDELITY MERRIMACK STR TR
$30M664K7.3%05
NANR
SPDR INDEX SHS FDS
$27M357K6.5%06
HSCZ
ISHARES TR
$25M587K6.1%07
FNDF
SCHWAB STRATEGIC TR
$25M475K6.0%08
IMCG
ISHARES TR
$24M244K5.8%09
IHDG
WISDOMTREE TR
$24M452K5.7%10
SPEM
SPDR INDEX SHS FDS
$23M435K5.4%

Filing history

2026Q2Jun 30
$416M▲ 12.5%
39 positionsView →2026Q1Mar 31
$370M▲ 19.4%
34 positionsView →2025Q4Dec 31
$310M▲ 7.8%
35 positionsView →2025Q3Sep 30
$287M▲ 7.2%
38 positionsView →2025Q2Jun 30
$268M▲ 11.3%
38 positionsLocked2025Q1Mar 31
$241M▲ 3.3%
40 positionsLocked2024Q4Dec 31
$233M▼ 0.0%
41 positionsLocked2024Q3Sep 30
$233M▲ 6.8%
40 positionsLocked2024Q2Jun 30
$218M▲ 4.6%
40 positionsLocked2024Q1Mar 31
$209M▲ 6.4%
44 positionsLocked2023Q4Dec 31
$196M▲ 7.6%
41 positionsLocked2023Q3Sep 30
$182M▼ 0.7%
41 positionsLocked
Showing 12 of 33