CAPITAL WEALTH MANAGEMENT, LLC
CIK: 1730456SEC EDGAR →
Portfolio Value
$328.9B
Holdings
39
As of
Q2 2026
New Positions
39
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 518,759 | $44.7B | 13.59% |
| 2 | SPDR SERIES TRUST | 1,227,718 | $36.8B | 11.20% |
| 3 | FIDELITY MERRIMACK STR TR | 663,628 | $30.2B | 9.18% |
| 4 | SPDR INDEX SHS FDS | 357,181 | $27.0B | 8.20% |
| 5 | ISHARES TR | 587,317 | $25.2B | 7.68% |
| 6 | SCHWAB STRATEGIC TR | 475,448 | $25.1B | 7.63% |
| 7 | ISHARES TR | 243,505 | $23.9B | 7.28% |
| 8 | WISDOMTREE TR | 451,633 | $23.7B | 7.19% |
| 9 | SPDR INDEX SHS FDS | 435,418 | $22.5B | 6.86% |
| 10 | SCHWAB STRATEGIC TR | 547,416 | $18.5B | 5.63% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $328.5B | 99.9% |
| Consumer Cyclical | 3 | $373.5M | 0.1% |
| Unknown | 2 | $1.4M | 0.0% |
| Technology | 1 | $241K | 0.0% |
| Communication Services | 1 | $227K | 0.0% |