CAPITAL WEALTH MANAGEMENT, LLC
CIK: 0001730456SEC EDGAR →
Portfolio Value
$309.6M
Holdings
35
As of
Q4 2025
New Positions
2
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 1,098,274 | $33.2M | 10.71% |
| 2 | VANGUARD INDEX FDS | 61,594 | $30.0M | 9.70% |
| 3 | VANGUARD INDEX FDS | 146,777 | $28.0M | 9.05% |
| 4 | FIDELITY MERRIMACK STR TR | 572,115 | $26.3M | 8.51% |
| 5 | SPDR INDEX SHS FDS | 336,780 | $22.8M | 7.38% |
| 6 | SPDR INDEX SHS FDS | 414,297 | $19.4M | 6.26% |
| 7 | SCHWAB STRATEGIC TR | 426,086 | $19.3M | 6.22% |
| 8 | WISDOMTREE TR | 375,483 | $18.3M | 5.90% |
| 9 | VANGUARD INDEX FDS | 77,159 | $16.3M | 5.28% |
| 10 | ISHARES TR | 198,645 | $15.9M | 5.12% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $305.2M | 98.6% |
| Technology | 2 | $2.5M | 0.8% |
| Consumer Cyclical | 2 | $990K | 0.3% |
| Unknown | 1 | $942K | 0.3% |