CAPITAL WEALTH MANAGEMENT, LLC

Q3 2025 13F Holdings

  • Location
    w. warwick, RI
  • Num holdings

    38

  • Value ($000)

    $287,365

  • Date Filed
    10/15/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPSB
SPSB

SPDR SERIES TRUST

PORTFOLIO SHORT
$31.17M
11 %

1,029,121

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$31.12M
11 %

64,880

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$26.41M
9 %

141,637

NANR
NANR

SPDR INDEX SHS FDS

S&P NORTH AMER
$22.32M
8 %

345,520

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$20.50M
7 %

443,321

SPEM
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
$20.30M
7 %

433,588

FNDF
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
$18.11M
6 %

421,625

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$15.49M
5 %

74,236

IMCG
IMCG

ISHARES TR

MRGSTR MD CP GRW
$14.65M
5 %

177,067

IHDG
IHDG

WISDOMTREE TR

ITL HDG QTLY DIV
$13.80M
5 %

299,374

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