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Capital Wealth Planning, LLC

Q1 2026 13F Holdings

  • Location
    naples, FL
  • Num holdings

    151

  • Value ($000)

    $18,133,922

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001566728
  • 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
M
MSFT

MICROSOFT CORP

COM
594918104
$928.24M
5 %

2,507,605

G
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$903.09M
5 %

1,067,492

A
AAPL

APPLE INC

COM
037833100
$901.87M
5 %

3,553,595

R
RTX

RTX CORPORATION

COM
75513E101
$888.87M
5 %

4,607,925

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$845.14M
5 %

2,873,074

C
CAT

CATERPILLAR INC

COM
149123101
$840.3M
5 %

1,186,096

C
CHV

CHEVRON CORPORATION

COM
166764100
$799.78M
4 %

3,865,516

A
AXP

AMERICAN EXPRESS CO

COM
025816109
$795.48M
4 %

2,629,848

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TJX COS INC NEW

COM
872540109
$743.7M
4 %

4,656,885

H
HD

HOME DEPOT INC

COM
437076102
$719.98M
4 %

2,189,130

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