CAPITAL WEALTH MANAGEMENT, LLC - Portfolio overview

CAPITAL WEALTH MANAGEMENT, LLC has 43 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 9.71%
2. SPSB - SPDR SERIES TRUST, 9.32%
3. VTV - VANGUARD INDEX FDS, 8.29%

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

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