Capital Wealth Planning, LLC

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).