CAPITAL WEALTH MANAGEMENT, LLC

Q2 2025 13F Holdings

  • Location
    w. warwick, RI
  • Num holdings

    38

  • Value ($000)

    $268,176

  • Date Filed
    07/09/2025
  • Form type
    13F-HR
  • CIK
    0001730456
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPSB
SPSB

SPDR SERIES TRUST

PORTFOLIO SHORT
$30.70M
11 %

1,016,953

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$28.94M
11 %

66,021

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$24.74M
9 %

139,977

NANR
NANR

SPDR INDEX SHS FDS

S&P NORTH AMER
$18.83M
7 %

332,468

SPEM
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
$18.60M
7 %

435,228

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$18.49M
7 %

404,147

FNDF
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
$16.55M
6 %

413,613

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$14.25M
5 %

73,061

IMCG
IMCG

ISHARES TR

MRGSTR MD CP GRW
$13.83M
5 %

172,391

IHDG
IHDG

WISDOMTREE TR

ITL HDG QTLY DIV
$13.20M
5 %

293,028

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