Capital Wealth Planning, LLC Top Holdings and 13F Report (2026)

About Capital Wealth Planning, LLC

Investment Activity

Capital Wealth Planning, LLC has $20.02 billion in total holdings as of June 30, 2026.
Capital Wealth Planning, LLC owns shares of 154 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 12.54% of the portfolio was purchased this quarter.
About 6.97% of the portfolio was sold this quarter.
This quarter, Capital Wealth Planning, LLC has purchased 150 new stocks and bought additional shares in 84 stocks.
Capital Wealth Planning, LLC sold shares of 46 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Caterpillar: $1,275,597,304
Apple: $1,034,673,850
The Goldman Sachs Group: $1,025,147,275
Microsoft: $968,475,157
JPMorgan Chase & Co.: $943,467,692

Largest New Holdings this Quarter

039483102 - Archer Daniels Midland: $317,166,234 Holding
314352105 - FEDEX FGHT HLDG CO INC: $102,941,809 Holding
465562106 - Itau Unibanco: $19,494,911 Holding
984245100 - YPF Sociedad Anónima: $18,008,075 Holding
40090E106 - GRUPO CIBEST SA: $16,740,270 Holding

Largest Purchases this Quarter

NVIDIA: 1,894,226 shares (about $379.02M)
Freeport-McMoRan: 5,317,798 shares (about $334.44M)
Archer Daniels Midland: 4,151,390 shares (about $317.17M)
CME Group: 934,355 shares (about $206.33M)
FEDEX FGHT HLDG CO INC: 681,734 shares (about $102.94M)

Largest Sales this Quarter

RTX: 1,462,310 shares (about $277.44M)
Medtronic: 3,519,371 shares (about $275.31M)
Home Depot: 542,690 shares (about $191.40M)
Visa: 507,282 shares (about $174.04M)
International Business Machines: 322,963 shares (about $90.82M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CAT Caterpillar	$1,275,597,304	$12,523,228 â–²	1.0%	1,197,856	6.4%	Industrials
AAPL Apple	$1,034,673,850	$6,405,563 â–²	0.6%	3,575,732	5.2%	Technology
GS The Goldman Sachs Group	$1,025,147,275	$54,482,523 â–¼	-5.0%	1,013,622	5.1%	Finance
MSFT Microsoft	$968,475,157	$33,088,365 â–²	3.5%	2,596,309	4.8%	Technology
JPM JPMorgan Chase & Co.	$943,467,692	$3,024,529 â–²	0.3%	2,882,314	4.7%	Finance
AXP American Express	$814,272,508	$75,273,469 â–¼	-8.5%	2,407,310	4.1%	Finance
AMGN Amgen	$736,464,775	$65,559,288 â–²	9.8%	2,033,759	3.7%	Healthcare
TJX TJX Companies	$728,513,611	$22,995,578 â–²	3.3%	4,808,671	3.6%	Consumer Discretionary
CME CME Group	$711,670,362	$206,333,607 â–²	40.8%	3,222,707	3.6%	Finance
CVX Chevron	$711,269,217	$70,521,268 â–²	11.0%	4,290,958	3.6%	Energy
IBM International Business Machines	$654,351,937	$90,820,410 â–¼	-12.2%	2,326,916	3.3%	Technology
V Visa	$630,009,273	$174,043,372 â–¼	-21.6%	1,836,280	3.1%	Finance
MRK Merck & Co., Inc.	$605,054,950	$24,655,166 â–²	4.2%	4,708,599	3.0%	Healthcare
WALMART INC	$598,386,206	$14,549,493 â–²	2.5%	5,283,297	3.0%	COM
RTX RTX	$596,817,490	$277,444,056 â–¼	-31.7%	3,145,615	3.0%	Industrials
HD Home Depot	$580,666,450	$191,395,906 â–¼	-24.8%	1,646,440	2.9%	Consumer Discretionary
MCD McDonald's	$519,517,812	$59,270,885 â–¼	-10.2%	1,921,933	2.6%	Consumer Discretionary
NVDA NVIDIA	$495,287,959	$379,015,665 â–²	326.0%	2,475,326	2.5%	Technology
KO CocaCola	$485,230,124	$96,052,044 â–²	24.7%	5,970,593	2.4%	Consumer Staples
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$456,009,589	$91,076,408 â–²	25.0%	4,976,098	2.3%	ETF
FDX FedEx	$430,798,611	$96,212,009 â–²	28.8%	1,375,782	2.2%	Industrials
MPC Marathon Petroleum	$403,439,711	$16,195,421 â–¼	-3.9%	1,577,970	2.0%	Energy
AEM Agnico Eagle Mines	$398,645,970	$17,142,487 â–²	4.5%	2,569,754	2.0%	Materials
NSC Norfolk Southern	$374,289,382	$91,669,941 â–²	32.4%	1,189,769	1.9%	Industrials
DUK Duke Energy	$362,735,952	$15,803,764 â–²	4.6%	2,865,666	1.8%	Utilities
AMPLIFY ETF TR	$353,711,228	$26,437,624 â–²	8.1%	3,532,520	1.8%	SAMSUNG SOFR ETF
FCX Freeport-McMoRan	$334,722,619	$334,436,344 â–²	116,823.3%	5,322,350	1.7%	Materials
ADM Archer Daniels Midland	$317,166,234	$317,166,234 â–²	New Holding	4,151,390	1.6%	Consumer Staples
VZ Verizon Communications	$173,425,686	$12,889,419 â–²	8.0%	4,096,031	0.9%	Communication Services
QQQ Invesco QQQ	$108,649,751	$18,672,128 â–²	20.8%	147,542	0.5%	ETF
FEDEX FGHT HLDG CO INC	$102,941,809	$102,941,809 â–²	New Holding	681,734	0.5%	COMMON STOCK
GOOGL Alphabet	$102,839,843	$15,080,633 â–²	17.2%	287,769	0.5%	Communication Services
FAST Fastenal	$82,112,088	$5,620 â–¼	0.0%	1,709,600	0.4%	Industrials
TSM Taiwan Semiconductor Manufacturing	$72,664,663	$12,701,929 â–²	21.2%	152,155	0.4%	Technology
AMZN Amazon.com	$61,012,895	$4,097,303 â–²	7.2%	255,991	0.3%	Consumer Discretionary
AVGO Broadcom	$51,482,204	$7,388,814 â–²	16.8%	136,286	0.3%	Technology
LLY Eli Lilly and Company	$47,674,991	$10,718,117 â–²	29.0%	39,748	0.2%	Healthcare
TSLA Tesla	$47,672,907	$8,703,476 â–²	22.3%	113,345	0.2%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$47,472,754	$1,272,492 â–²	2.8%	63,571	0.2%	ETF
BMO Bank Of Montreal	$45,553,613	$4,143,438 â–²	10.0%	257,802	0.2%	Finance
ASML ASML	$45,176,204	$13,241,713 â–²	41.5%	22,708	0.2%	Technology
META Meta Platforms	$43,339,586	$1,701,138 â–¼	-3.8%	76,940	0.2%	Communication Services
MUFG Mitsubishi UFJ Financial Group	$40,963,574	$7,172,553 â–²	21.2%	2,059,506	0.2%	Finance
AZNCF AstraZeneca	$40,956,593	$15,623,930 â–²	61.7%	215,993	0.2%	Healthcare
AMD Advanced Micro Devices	$39,261,964	$13,835,533 â–¼	-26.1%	67,587	0.2%	Technology
SMFG Sumitomo Mitsui Financial Group	$39,141,904	$8,352,201 â–²	27.1%	1,659,962	0.2%	Finance
AMX America Movil	$38,812,530	$11,674,266 â–²	43.0%	1,493,364	0.2%	Communication Services
MU Micron Technology	$35,923,862	$21,504,452 â–¼	-37.4%	31,122	0.2%	Technology
BTI British American Tobacco	$35,895,464	$10,833,444 â–²	43.2%	581,209	0.2%	Consumer Staples
CCJ Cameco	$33,408,756	$5,852,468 â–²	21.2%	327,987	0.2%	Energy
SCCO Southern Copper	$33,234,681	$11,013,402 â–²	49.6%	190,719	0.2%	Materials
FMX Fomento Economico Mexicano	$33,154,878	$13,411,850 â–²	67.9%	259,225	0.2%	Consumer Staples
VOD Vodafone Group	$30,522,745	$12,082,413 â–²	65.5%	2,307,958	0.2%	Communication Services
ASX ASE Technology	$29,126,314	$5,097,116 â–²	21.2%	645,530	0.1%	Technology
NTR Nutrien	$27,839,638	$3,773,538 â–¼	-11.9%	442,250	0.1%	Materials
TEVA Teva Pharmaceutical Industries	$27,332,419	$9,545,419 â–²	53.7%	806,742	0.1%	Healthcare
ENB Enbridge	$27,031,816	$4,707,488 â–²	21.1%	498,650	0.1%	Energy
BABA Alibaba Group	$26,720,640	$3,459,311 â–²	14.9%	278,398	0.1%	Consumer Discretionary
CSCO Cisco Systems	$25,979,285	$918,770 â–²	3.7%	221,176	0.1%	Technology
IMO Imperial Oil	$25,494,856	$6,809,920 â–²	36.4%	227,592	0.1%	Energy
BUD Anheuser-Busch InBev SA/NV	$25,467,945	$4,453,226 â–²	21.2%	309,077	0.1%	Consumer Staples
BBVA Banco Bilbao Viscaya Argentaria	$25,455,172	$4,454,866 â–²	21.2%	1,015,769	0.1%	Finance
BIDU Baidu	$24,917,506	$6,156,917 â–²	32.8%	218,020	0.1%	Communication Services
SAN Banco Santander	$24,250,064	$4,212,271 â–²	21.0%	1,757,251	0.1%	Finance
NVS Novartis	$23,817,365	$4,161,700 â–²	21.2%	151,974	0.1%	Healthcare
RIO Rio Tinto	$23,650,101	$9,856,012 â–²	71.5%	249,132	0.1%	Materials
BCS Barclays	$23,252,675	$1,088,475 â–¼	-4.5%	865,699	0.1%	Finance
LAM RESEARCH CORP	$21,825,112	$849,327 â–¼	-3.7%	50,366	0.1%	COM NEW
E ENI	$21,521,533	$3,765,295 â–²	21.2%	459,273	0.1%	Energy
INTC Intel	$21,343,004	$4,174,518 â–¼	-16.4%	152,854	0.1%	Technology
NTES NetEase	$21,300,841	$9,535,154 â–²	81.0%	166,231	0.1%	Communication Services
SHG Shinhan Financial Group	$21,179,579	$3,702,402 â–²	21.2%	334,855	0.1%	Finance
MT ArcelorMittal	$21,104,099	$9,067,566 â–²	75.3%	350,450	0.1%	Materials
ABBV AbbVie	$20,833,349	$6,475,727 â–²	45.1%	82,790	0.1%	Healthcare
ITUB Itau Unibanco	$19,494,911	$19,494,911 â–²	New Holding	2,386,158	0.1%	Finance
BMA Macro Bank	$19,098,910	$1,102,469 â–¼	-5.5%	206,274	0.1%	Finance
YPF YPF Sociedad Anónima	$18,008,075	$18,008,075 â–²	New Holding	396,043	0.1%	Energy
NFLX Netflix	$17,664,860	$168,004 â–¼	-0.9%	247,407	0.1%	Communication Services
WPM Wheaton Precious Metals	$17,394,886	$1,417,815 â–¼	-7.5%	154,869	0.1%	Materials
COST Costco Wholesale	$17,367,016	$2,360,193 â–²	15.7%	18,565	0.1%	Consumer Staples
GRUPO CIBEST SA	$16,740,270	$16,740,270 â–²	New Holding	210,755	0.1%	SPON ADS
SBS Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp	$16,537,146	$12,411,041 â–²	300.8%	2,861,098	0.1%	Utilities
AMAT Applied Materials	$16,475,739	$697,696 â–¼	-4.1%	22,788	0.1%	Technology
LATAM AIRLINES GROUP SA	$16,175,169	$2,831,922 â–²	21.2%	277,590	0.1%	SPONSORED ADR
RJF Raymond James Financial	$14,330,348		0.0%	94,260	0.1%	Finance
UNILEVER PLC	$14,054,673	$14,054,673 â–²	New Holding	233,777	0.1%	SPON ADR NEW
MO Altria Group	$13,405,220	$4,458,669 â–²	49.8%	186,313	0.1%	Consumer Staples
GE VERNOVA INC	$13,371,084	$12,815,375 â–²	2,306.1%	11,381	0.1%	COM
CP Canadian Pacific Kansas City	$13,266,895	$2,866,642 â–¼	-17.8%	153,109	0.1%	Industrials
PANW Palo Alto Networks	$13,161,326	$1,022,719 â–¼	-7.2%	38,594	0.1%	Technology
TEO Telecom Argentina Stet - France Telecom	$12,317,500	$12,317,500 â–²	New Holding	947,500	0.1%	Communication Services
ALL Allstate	$12,111,860	$1,928,980 â–²	18.9%	50,903	0.1%	Finance
TS Tenaris	$11,564,560	$1,781,562 â–¼	-13.3%	208,408	0.1%	Energy
SSL Sasol	$11,422,575	$663,390 â–¼	-5.5%	1,163,195	0.1%	Materials
LINDE PLC	$11,092,351	$2,269,845 â–²	25.7%	21,375	0.1%	SHS
CX Cemex	$10,629,264	$5,177,088 â–²	95.0%	885,772	0.1%	Materials
HAS Hasbro	$10,628,094	$2,899,322 â–²	37.5%	128,685	0.1%	Consumer Discretionary
STLD Steel Dynamics	$10,534,968	$2,012,135 â–²	23.6%	45,912	0.1%	Materials
PALANTIR TECHNOLOGIES INC	$10,104,438	$933,360 â–²	10.2%	86,607	0.1%	CL A
TOTALENERGIES SE	$9,639,285	$1,670,285 â–²	21.0%	123,962	0.0%	ACT

Showing largest 100 holdings. View all holdings.

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Capital Wealth Planning, LLC Top Holdings and 13F Report (2026)

About Capital Wealth Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Capital Wealth Planning, LLC Top Holdings and 13F Report (2026)

About Capital Wealth Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCapital Wealth Planning, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools