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
S
SPSB

SPDR SERIES TRUST

PORTFOLIO SHORT
78464A474
$31.17M
11 %

1,029,121

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$31.12M
11 %

64,880

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$26.41M
9 %

141,637

N
NANR

SPDR INDEX SHS FDS

S&P NORTH AMER
78463X152
$22.32M
8 %

345,520

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$20.50M
7 %

443,321

S
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$20.30M
7 %

433,588

F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$18.11M
6 %

421,625

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$15.49M
5 %

74,236

I
IMCG

ISHARES TR

MRGSTR MD CP GRW
464288307
$14.65M
5 %

177,067

I
IHDG

WISDOMTREE TR

ITL HDG QTLY DIV
97717X594
$13.80M
5 %

299,374

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