Capital Wealth Planning, LLC - Portfolio overview

Capital Wealth Planning, LLC has 191 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. GS - GOLDMAN SACHS GROUP INC, 6.27%
2. MSFT - MICROSOFT CORP, 6.12%
3. JPM - JPMORGAN CHASE & CO, 5.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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