13F Insight
DOSSIER · 13F-HR · Q1 2026

CAPITAL WEALTH MANAGEMENT, LLC

WEALTH's asset manager based in Chicago, IL — $370M in tracked AUM across 34 positions as of Q1 2026.

W
WEALTH·Chicago, IL·Asset Manager
CIK 0001730456 · last filed Mar 31, 2026
Total AUM
$370M
▲ 15.5%
vs prior
Holdings
34
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CAPITAL WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$37M84K9.9%
02
SPSB
SPDR SERIES TRUST
$35M1.2M9.5%
03
VTV
VANGUARD INDEX FDS
$31M159K8.5%
04
NANR
SPDR INDEX SHS FDS
$30M358K8.1%
05
FBND
FIDELITY MERRIMACK STR TR
$29M626K7.7%
06
FNDF
SCHWAB STRATEGIC TR
$23M463K6.1%
07
HSCZ
ISHARES TR
$23M571K6.1%
08
IHDG
WISDOMTREE TR
$21M442K5.8%
09
SPEM
SPDR INDEX SHS FDS
$20M431K5.5%
10
VBR
VANGUARD INDEX FDS
$18M82K4.8%

Filing history

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