StockDriftsStockDriftsTop 50 Capital Wealth Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | 6.37% | 1.20M | $1.28B | +0.99%(+11.76K) | $307.78(+182.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.17% | 3.58M | $1.03B | +0.62%(+22.14K) | $233.21(+30.95%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 5.12% | 1.01M | $1.03B | -5.05%(-53.87K) | $360.93(+190.20%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.84% | 2.60M | $968.5M | +3.54%(+88.70K) | $344.86(+40.95%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.71% | 2.88M | $943.5M | +0.32%(+9.24K) | $176.27(+106.91%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 4.07% | 2.41M | $814.3M | -8.46%(-222.54K) | $284.19(+19.57%) | 2026-06-30 | |
| AMGN | AMGEN INC | 3.68% | 2.03M | $736.5M | +9.77%(+181.04K) | $312.28(+33.27%) | 2026-06-30 | |
| TJX | TJX COS INC NEW | 3.64% | 4.81M | $728.5M | +3.26%(+151.79K) | $118.31(+28.41%) | 2026-06-30 | |
| CME | CME GROUP INC | 3.55% | 3.22M | $711.7M | +40.83%(+934.36K) | $235.36(+14.84%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 3.55% | 4.29M | $711.3M | +11.01%(+425.44K) | $151.05(+33.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.57% | +46.49% | +7.92% | +46.40% |
| Top 20 Holdings Unweighted | +13.54% | +46.37% | +7.67% | +44.69% |
Capital Wealth Planning LLC reports $20.02B in US-listed equity holdings across 154 positions in its most recent 13F filing. Its largest disclosed positions are CAT (6.4%), AAPL (5.2%) and GS (5.1%). The top 20 holdings account for 72.77% of reported assets. Its disclosed equity book has returned +46.49% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Capital Wealth Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1566728). View Capital Wealth Planning LLC’s 13F filings on SEC