Capital Wealth Planning, LLC Portfolio Holdings

Capital Wealth Planning, LLC

  • $13.9 Billion
  • Q3 2025

Capital Wealth Planning, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $13.9 Billion distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $819M, Goldman Sachs Group Inc with a value of $786M, Caterpillar Inc with a value of $773M, Jpmorgan Chase & CO with a value of $748M, and Microsoft Corp with a value of $743M.

Examining the 13F form we can see an increase of $1.46B in the current position value, from $12.5B to 13.9B.

Below you can find more details about Capital Wealth Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $13.9 Billion
Financial Services: $3.73 Billion
Technology: $2.31 Billion
Industrials: $2.04 Billion
Consumer Cyclical: $1.89 Billion
Communication Services: $913 Million
ETFs: $714 Million
Consumer Defensive: $579 Million
Healthcare: $549 Million
Other: $1.21 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$819 Million 5.87% of portfolio
3,216,757
Q3 2025 Added 26.78%
$265B
$786 Million 5.64% of portfolio
987,583
Q3 2025 Reduced 1.37%
$291B
$773 Million 5.54% of portfolio
1,619,186
Q3 2025 Reduced 0.9%
$881B
$748 Million 5.36% of portfolio
2,371,694
Q3 2025 Reduced 1.39%
$3.78T
$743 Million 5.33% of portfolio
1,434,490
Q3 2025 Added 6.19%
$255B
$721 Million 5.17% of portfolio
2,169,242
Q3 2025 Added 18.46%
$533B
$691 Million 4.96% of portfolio
2,025,582
Q3 2025 Added 8.08%
$100B
$684 Million 4.91% of portfolio
2,532,506
Q3 2025 Added 14.15%
$258B
$675 Million 4.84% of portfolio
4,034,014
Q3 2025 Reduced 7.31%
$367B
$668 Million 4.79% of portfolio
1,649,448
Q3 2025 Added 1.42%
$266B
$614 Million 4.41% of portfolio
2,177,561
Q3 2025 Reduced 6.08%
$170B
$595 Million 4.27% of portfolio
4,119,698
Q3 2025 Added 6.57%
$1.37T
$563 Million 4.03% of portfolio
766,109
Q3 2025 Reduced 20.25%
$224B
$536 Million 3.84% of portfolio
1,762,285
Q3 2025 Added 9.45%
$132B
$447 Million 3.21% of portfolio
2,124,847
Q3 2025 Reduced 8.27%
$76.5B
$425 Million 3.05% of portfolio
2,521,355
Q3 2025 Added 2.67%
$303B
$400 Million 2.87% of portfolio
2,574,346
Q3 2025 Added 4.42%
$346B
$390 Million 2.79% of portfolio
2,535,902
Q3 2025 Reduced 14.21%
$96.4B
$302 Million 2.17% of portfolio
2,443,886
Q3 2025 Added 9.36%
$172B
$271 Million 1.94% of portfolio
6,162,003
Q3 2025 Added 3.8%
$235B
$268 Million 1.92% of portfolio
3,191,442
Q3 2025 Added 101.13%
$183B
$233 Million 1.67% of portfolio
825,780
Q3 2025 Reduced 36.4%
$0
$215 Million 1.54% of portfolio
463,633
Q3 2025 Added 2,830.31%
$306B
$155 Million 1.11% of portfolio
2,343,789
Q3 2025 Reduced 33.56%
$23.2B
$116 Million 0.83% of portfolio
2,355,800
Q2 2025 Added 100.0%
$465B
$39 Million 0.28% of portfolio
209,238
Q3 2025 Added 198.49%
$0
$36.5 Million 0.26% of portfolio
54,791
Q3 2025 Reduced 0.71%
$418B
$24 Million 0.17% of portfolio
134,406
Q3 2025 Added 151.44%
$1.65T
$22 Million 0.16% of portfolio
90,433
Q3 2025 Added 236.44%
$2.39T
$19.8 Million 0.14% of portfolio
90,354
Q3 2025 Added 169.81%
$190B
$17 Million 0.12% of portfolio
1,066,591
Q3 2025 Added 31.67%
$34.1B
$16.3 Million 0.12% of portfolio
94,260
Q1 2024 Reduced 7.61%
$1.46T
$17.2 Million 0.12% of portfolio
61,699
Q3 2025 Added 18.77%
$139B
$16.1 Million 0.12% of portfolio
48,893
Q3 2025 Added 202.35%
$283B
$15.2 Million 0.11% of portfolio
118,905
Q3 2025 Added 31.55%
$86B
$13.8 Million 0.1% of portfolio
666,132
Q3 2025 Added 31.66%
$1.29T
$14.1 Million 0.1% of portfolio
31,805
Q3 2025 Added 381.09%
$11.5B
$12.1 Million 0.09% of portfolio
200,033
Q3 2025 Reduced 0.6%
$120B
$13.2 Million 0.09% of portfolio
786,865
Q3 2025 Added 31.68%
$109B
$11 Million 0.08% of portfolio
363,553
Q3 2025 Added 31.65%
$101B
$11.1 Million 0.08% of portfolio
91,716
Q3 2025 Added 107.62%
$36B
$10.6 Million 0.08% of portfolio
366,915
Q3 2025 Added 23.81%
$96.7B
$10.9 Million 0.08% of portfolio
215,415
Q3 2025 Added 60.64%
$279B
$10.5 Million 0.08% of portfolio
39,470
Q3 2025 Reduced 5.81%
$92B
$11.7 Million 0.08% of portfolio
76,751
Q3 2025 New
$49.1B
$11.4 Million 0.08% of portfolio
9,504
Q3 2025 Added 179.37%
$47.1B
$10.3 Million 0.07% of portfolio
91,974
Q3 2025 Added 31.59%
$36.7B
$9.18 Million 0.07% of portfolio
109,518
Q3 2025 Reduced 15.19%
$128B
$9.22 Million 0.07% of portfolio
479,089
Q3 2025 Reduced 5.21%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $13.9 Billion
  • Prior Value $12.5 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 36 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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