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

Capital Wealth Planning, LLC

$18.1B in tracked AUM across 189 positions as of Q1 2026.

CW
CIK 0001566728 · last filed Mar 31, 2026
Total AUM
$18.1B
as of Q1 2026
Holdings
189
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Capital Wealth Planning, LLC filed Q1 2026 13F-HR with $18.1B in disclosed U.S. equity holdings The portfolio is led by Financial Services exposure, with top positions including MSFT (5.1%), GS (5.0%), AAPL (5.0%). Quarter-over-quarter activity shows 14 new entries and 14 exits, with a net additive posture across 64 changed positions. Notable reduction: META (90.4% reduction) (META PLATFORMS INC).

Capital Wealth Planning, LLC reports $18.1B in U.S. equity holdings for Q1 2026, anchored by a Financial Services-centric allocation. The top five positions by value span MSFT + GS + AAPL + RTX + JPM, collectively representing a meaningful concentration within the disclosed book.

Core Holdings

  • MSFT (MICROSOFT CORP) — $0.9B (5.1%)
  • GS (GOLDMAN SACHS GROUP INC) — $0.9B (5.0%)
  • AAPL (APPLE INC) — $0.9B (5.0%)
  • RTX (RTX CORPORATION) — $0.9B (4.9%)
  • JPM (JPMORGAN CHASE & CO) — $0.8B (4.7%)

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
MSFT
MICROSOFT CORP
$928M2.5M5.1%02
GS
GOLDMAN SACHS GROUP INC
$903M1.1M5.0%03
AAPL
APPLE INC
$902M3.6M5.0%04
RTX
RTX CORPORATION
$889M4.6M4.9%05
JPM
JPMORGAN CHASE & CO
$845M2.9M4.7%06
CAT
CATERPILLAR INC
$840M1.2M4.6%07
CVX
CHEVRON CORPORATION
$800M3.9M4.4%08
AXP
AMERICAN EXPRESS CO
$795M2.6M4.4%09
TJX
TJX COS INC NEW
$744M4.7M4.1%10
HD
HOME DEPOT INC
$720M2.2M4.0%

Filing history

2026Q1Mar 31
$18.1B▲ 17.4%
189 positionsView →2025Q4Dec 31
$15.4B▲ 8.9%
196 positionsView →2025Q3Sep 30
$14.2B▲ 11.9%
185 positionsView →2025Q2Jun 30
$12.7B▲ 9.9%
172 positionsLocked2025Q1Mar 31
$11.5B▲ 6.7%
172 positionsLocked2024Q4Dec 31
$10.8B▲ 0.9%
164 positionsLocked2024Q3Sep 30
$10.7B▲ 12.3%
190 positionsLocked2024Q2Jun 30
$9.5B▲ 2.0%
154 positionsLocked2024Q1Mar 31
$9.4B▲ 7.1%
166 positionsLocked2023Q4Dec 31
$8.7B▲ 7.4%
165 positionsLocked2023Q3Sep 30
$8.1B▲ 0.4%
160 positionsLocked2023Q2Jun 30
$8.1B▲ 9.6%
156 positionsLocked
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