CAPITAL WEALTH MANAGEMENT, LLC

Q2 2026 13F Holdings

  • Location
    w. warwick, RI
  • Num holdings

    39

  • Value ($000)

    $415,887

  • Date Filed
    07/09/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VUG

VANGUARD INDEX FDS

GROWTH ETF
$44.69M
11 %

518,759

SPSB

SPDR SERIES TRUST

ST SHOR CORP ETF
$36.84M
9 %

1,227,718

VTV

VANGUARD INDEX FDS

VALUE ETF
$35.69M
9 %

163,748

FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$30.19M
7 %

663,628

NANR

SPDR INDEX SHS FDS

ST STR SP N AM
$26.97M
7 %

357,181

HSCZ

ISHARES TR

MSCI EAFE SMCP
$25.24M
6 %

587,317

FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
$25.08M
6 %

475,448

IMCG

ISHARES TR

MRGSTR MD CP GRW
$23.94M
6 %

243,505

IHDG

WISDOMTREE TR

ITL HDG QTLY DIV
$23.66M
6 %

451,633

SPEM

SPDR INDEX SHS FDS

ST PORT MARK ETF
$22.55M
5 %

435,418

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