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CAPITAL WEALTH MANAGEMENT, LLC

Q1 2026 13F Holdings

  • Location
    w. warwick, RI
  • Num holdings

    34

  • Value ($000)

    $369,610

  • Date Filed
    04/17/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$36.65M
10 %

83,913

S
SPSB

SPDR SERIES TRUST

STATE STREET SPD
78464A474
$35.2M
10 %

1,170,745

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$31.29M
9 %

159,481

N
NANR

SPDR INDEX SHS FDS

STATE STREET SPD
78463X152
$30.06M
8 %

357,891

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$28.54M
8 %

625,513

F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$22.67M
6 %

463,396

H
HSCZ

ISHARES TR

MSCI EAFE SMCP
46435G839
$22.66M
6 %

571,113

I
IHDG

WISDOMTREE TR

ITL HDG QTLY DIV
97717X594
$21.3M
6 %

442,405

S
SPEM

SPDR INDEX SHS FDS

STATE STREET SPD
78463X509
$20.2M
6 %

430,690

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$17.9M
5 %

82,391

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