Capital Wealth Planning, LLC Quant / Systematic

Location: Naples, FL

CIK: 0001566728 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $20.02B (100.0% shares, 0.0% debt)

Holdings (154)

CAT CATERPILLAR INC 6.4%
Value $1.276B Shares 1,197,856 Est. Cost Unrealized
AAPL APPLE INC 5.2%
Value $1.035B Shares 3,575,732 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 5.1%
Value $1.025B Shares 1,013,622 Est. Cost Unrealized
MSFT MICROSOFT CORP 4.8%
Value $968M Shares 2,596,309 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 4.7%
Value $943M Shares 2,882,314 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 4.1%
Value $814M Shares 2,407,310 Est. Cost Unrealized
AMGN AMGEN INC 3.7%
Value $736M Shares 2,033,759 Est. Cost Unrealized
TJX TJX COS INC NEW 3.6%
Value $729M Shares 4,808,671 Est. Cost Unrealized
CME CME GROUP INC 3.6%
Value $712M Shares 3,222,707 Est. Cost Unrealized
CVX CHEVRON CORPORATION 3.6%
Value $711M Shares 4,290,958 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 3.3%
Value $654M Shares 2,326,916 Est. Cost Unrealized
V VISA INC 3.1%
Value $630M Shares 1,836,280 Est. Cost Unrealized
MRK MERCK & CO INC 3.0%
Value $605M Shares 4,708,599 Est. Cost Unrealized
WMT WALMART INC 3.0%
Value $598M Shares 5,283,297 Est. Cost Unrealized
RTX RTX CORPORATION 3.0%
Value $597M Shares 3,145,615 Est. Cost Unrealized
HD HOME DEPOT INC 2.9%
Value $581M Shares 1,646,440 Est. Cost Unrealized
MCD MCDONALDS CORP 2.6%
Value $520M Shares 1,921,933 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 2.5%
Value $495M Shares 2,475,326 Est. Cost Unrealized
KO COCA COLA CO 2.4%
Value $485M Shares 5,970,593 Est. Cost Unrealized
BIL SPDR SERIES TRUST 2.3%
Value $456M Shares 4,976,098 Est. Cost Unrealized
FDX FEDEX CORP 2.2%
Value $431M Shares 1,375,782 Est. Cost Unrealized
MPC MARATHON PETE CORP 2.0%
Value $403M Shares 1,577,970 Est. Cost Unrealized
AEM AGNICO EAGLE MINES LTD 2.0%
Value $399M Shares 2,569,754 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 1.9%
Value $374M Shares 1,189,769 Est. Cost Unrealized
DUK DUKE ENERGY CORP NEW 1.8%
Value $363M Shares 2,865,666 Est. Cost Unrealized
SOFR AMPLIFY ETF TR 1.8%
Value $354M Shares 3,532,520 Est. Cost Unrealized
FCX FREEPORT MCMORAN INC 1.7%
Value $335M Shares 5,322,350 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 1.6%
Value $317M Shares 4,151,390 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.9%
Value $173M Shares 4,096,031 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.5%
Value $109M Shares 147,542 Est. Cost Unrealized
FDXF FEDEX FGHT HLDG CO INC 0.5%
Value $103M Shares 681,734 Est. Cost Unrealized
GOOGL ALPHABET INC 0.5%
Value $103M Shares 287,769 Est. Cost Unrealized
FAST FASTENAL CO 0.4%
Value $82.11M Shares 1,709,600 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.4%
Value $72.66M Shares 152,155 Est. Cost Unrealized
AMZN AMAZON COM INC 0.3%
Value $61.01M Shares 255,991 Est. Cost Unrealized
AVGO BROADCOM INC 0.3%
Value $51.48M Shares 136,286 Est. Cost Unrealized
LLY ELI LILLY & CO 0.2%
Value $47.67M Shares 39,748 Est. Cost Unrealized
TSLA TESLA INC 0.2%
Value $47.67M Shares 113,345 Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $47.47M Shares 63,571 Est. Cost Unrealized
BMO BANK MONTREAL MEDIUM 0.2%
Value $45.55M Shares 257,802 Est. Cost Unrealized
ASML ASML HLDG NV 0.2%
Value $45.18M Shares 22,708 Est. Cost Unrealized
META META PLATFORMS INC 0.2%
Value $43.34M Shares 76,940 Est. Cost Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.2%
Value $40.96M Shares 2,059,506 Est. Cost Unrealized
AZN ASTRAZENECA PLC 0.2%
Value $40.96M Shares 215,993 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $39.26M Shares 67,587 Est. Cost Unrealized
SMFG SUMITOMO MITSUI FIN GRP INC 0.2%
Value $39.14M Shares 1,659,962 Est. Cost Unrealized
AMX AMERICA MOVIL SAB DE CV 0.2%
Value $38.81M Shares 1,493,364 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value $35.92M Shares 31,122 Est. Cost Unrealized
BTI BRITISH AMERN TOB PLC 0.2%
Value $35.9M Shares 581,209 Est. Cost Unrealized
CCJ CAMECO CORP 0.2%
Value $33.41M Shares 327,987 Est. Cost Unrealized
SCCO SOUTHERN COPPER CORP 0.2%
Value $33.23M Shares 190,719 Est. Cost Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 0.2%
Value $33.15M Shares 259,225 Est. Cost Unrealized
VOD VODAFONE GROUP PLC 0.2%
Value $30.52M Shares 2,307,958 Est. Cost Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.1%
Value $29.13M Shares 645,530 Est. Cost Unrealized
NTR NUTRIEN LTD 0.1%
Value $27.84M Shares 442,250 Est. Cost Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value $27.33M Shares 806,742 Est. Cost Unrealized
ENB ENBRIDGE INC 0.1%
Value $27.03M Shares 498,650 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $26.72M Shares 278,398 Est. Cost Unrealized
CSCO CISCO SYS INC 0.1%
Value $25.98M Shares 221,176 Est. Cost Unrealized
IMO IMPERIAL OIL LTD 0.1%
Value $25.49M Shares 227,592 Est. Cost Unrealized
BUD ANHEUSER BUSCH INBEV SA NV 0.1%
Value $25.47M Shares 309,077 Est. Cost Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value $25.46M Shares 1,015,769 Est. Cost Unrealized
BIDU BAIDU INC 0.1%
Value $24.92M Shares 218,020 Est. Cost Unrealized
SAN BANCO SANTANDER SA 0.1%
Value $24.25M Shares 1,757,251 Est. Cost Unrealized
NVS NOVARTIS AG 0.1%
Value $23.82M Shares 151,974 Est. Cost Unrealized
RIO RIO TINTO PLC 0.1%
Value $23.65M Shares 249,132 Est. Cost Unrealized
BCS BARCLAYS PLC 0.1%
Value $23.25M Shares 865,699 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $21.83M Shares 50,366 Est. Cost Unrealized
E ENI SPA 0.1%
Value $21.52M Shares 459,273 Est. Cost Unrealized
INTC INTEL CORP 0.1%
Value $21.34M Shares 152,854 Est. Cost Unrealized
NTES NETEASE COM INC 0.1%
Value $21.3M Shares 166,231 Est. Cost Unrealized
SHG SHINHAN FINANCIAL GROUP CO L 0.1%
Value $21.18M Shares 334,855 Est. Cost Unrealized
MT ARCELORMITTAL SA LUXEMBOURG 0.1%
Value $21.1M Shares 350,450 Est. Cost Unrealized
ABBV ABBVIE INC 0.1%
Value $20.83M Shares 82,790 Est. Cost Unrealized
ITUB ITAU UNIBANCO HLDG S A 0.1%
Value $19.49M Shares 2,386,158 Est. Cost Unrealized
BMA BANCO MACRO S A 0.1%
Value $19.1M Shares 206,274 Est. Cost Unrealized
YPF YPF SOCIEDAD ANONIMA 0.1%
Value $18.01M Shares 396,043 Est. Cost Unrealized
NFLX NETFLIX INC. 0.1%
Value $17.66M Shares 247,407 Est. Cost Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value $17.39M Shares 154,869 Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $17.37M Shares 18,565 Est. Cost Unrealized
CIB GRUPO CIBEST SA 0.1%
Value $16.74M Shares 210,755 Est. Cost Unrealized
SBS COMPANHIA DE SANEAMENTO BASI 0.1%
Value $16.54M Shares 2,861,098 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $16.48M Shares 22,788 Est. Cost Unrealized
LTM LATAM AIRLINES GROUP SA 0.1%
Value $16.18M Shares 277,590 Est. Cost Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value $14.33M Shares 94,260 Est. Cost Unrealized
UL UNILEVER PLC 0.1%
Value $14.05M Shares 233,777 Est. Cost Unrealized
MO ALTRIA GROUP INC 0.1%
Value $13.41M Shares 186,313 Est. Cost Unrealized
GEV GE VERNOVA INC 0.1%
Value $13.37M Shares 11,381 Est. Cost Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value $13.27M Shares 153,109 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $13.16M Shares 38,594 Est. Cost Unrealized
TEO TELECOM ARGENTINA SA 0.1%
Value $12.32M Shares 947,500 Est. Cost Unrealized
ALL ALLSTATE CORP 0.1%
Value $12.11M Shares 50,903 Est. Cost Unrealized
TS TENARIS S A 0.1%
Value $11.56M Shares 208,408 Est. Cost Unrealized
SSL SASOL LTD 0.1%
Value $11.42M Shares 1,163,195 Est. Cost Unrealized
LIN LINDE PLC 0.1%
Value $11.09M Shares 21,375 Est. Cost Unrealized
CX CEMEX SA EURO MTN BE 144A 0.1%
Value $10.63M Shares 885,772 Est. Cost Unrealized
HAS HASBRO INC 0.1%
Value $10.63M Shares 128,685 Est. Cost Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value $10.53M Shares 45,912 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $10.1M Shares 86,607 Est. Cost Unrealized
TTE TOTALENERGIES SE 0.0%
Value $9.639M Shares 123,962 Est. Cost Unrealized
EMBJ EMBRAER S.A. 0.0%
Value $9.406M Shares 147,423 Est. Cost Unrealized
PBR PETROLEO BRASILEIRO S A 0.0%
Value $9.312M Shares 576,245 Est. Cost Unrealized
EFA ISHARES TR 0.0%
Value $9.144M Shares 88,022 Est. Cost Unrealized
SNDK SANDISK CORP 0.0%
Value $8.654M Shares 3,806 Est. Cost Unrealized
AGRO ADECOAGRO S A 0.0%
Value $8.385M Shares 878,060 Est. Cost Unrealized
ETN EATON CORP PLC 0.0%
Value $7.833M Shares 18,383 Est. Cost Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $7.602M Shares 35,867 Est. Cost Unrealized
CLIP GLOBAL X FDS 0.0%
Value $7.417M Shares 73,914 Est. Cost Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $7.339M Shares 72,203 Est. Cost Unrealized
DIA STATE STR SPDR DOW JONES IND 0.0%
Value $7.188M Shares 13,759 Est. Cost Unrealized
PCAR PACCAR INC 0.0%
Value $6.91M Shares 57,528 Est. Cost Unrealized
ESLT ELBIT SYS LTD 0.0%
Value $6.67M Shares 8,791 Est. Cost Unrealized
EXC EXELON CORP 0.0%
Value $5.987M Shares 128,415 Est. Cost Unrealized
SLB SLB LIMITED 0.0%
Value $5.675M Shares 122,072 Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value $5.166M Shares 27,889 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.0%
Value $4.928M Shares 15,651 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.0%
Value $4.331M Shares 31,679 Est. Cost Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $3.555M Shares 66,305 Est. Cost Unrealized
GLD SPDR GOLD TR 0.0%
Value $3.476M Shares 9,436 Est. Cost Unrealized
SKM SK TELECOM CO LTD 0.0%
Value $3.31M Shares 102,929 Est. Cost Unrealized
XME SPDR SERIES TRUST 0.0%
Value $3.231M Shares 30,220 Est. Cost Unrealized
SH PROSHARES TR 0.0%
Value $3.091M Shares 93,608 Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $2.962M Shares 55,769 Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $2.647M Shares 8,019 Est. Cost Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value $2.574M Shares 3,000 Est. Cost Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value $1.88M Shares 41,129 Est. Cost Unrealized
MOO VANECK ETF TRUST 0.0%
Value $1.718M Shares 21,696 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $1.598M Shares 3,845 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $1.36M Shares 2,718 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value $1.26M Shares 4,962 Est. Cost Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.0%
Value $1.193M Shares 6,983 Est. Cost Unrealized
WDAY WORKDAY INC 0.0%
Value $1.014M Shares 8,287 Est. Cost Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value $990K Shares 6,750 Est. Cost Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $928K Shares 949 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $824K Shares 1,617 Est. Cost Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $741K Shares 24,537 Est. Cost Unrealized
GE GE AEROSPACE 0.0%
Value $658K Shares 1,760 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $466K Shares 3,445 Est. Cost Unrealized
IYT ISHARES TR 0.0%
Value $456K Shares 5,255 Est. Cost Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $394K Shares 900 Est. Cost Unrealized
DE DEERE & CO 0.0%
Value $375K Shares 590 Est. Cost Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $369K Shares 554 Est. Cost Unrealized
QDVO AMPLIFY ETF TR 0.0%
Value $358K Shares 11,995 Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $331K Shares 1,332 Est. Cost Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value $301K Shares 10,216 Est. Cost Unrealized
EWZ ISHARES INC 0.0%
Value $242K Shares 7,000 Est. Cost Unrealized
IDVO AMPLIFY ETF TR 0.0%
Value $241K Shares 5,747 Est. Cost Unrealized
MDT MEDTRONIC PLC 0.0%
Value $240K Shares 3,064 Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $240K Shares 1,438 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.0%
Value $230K Shares 1,610 Est. Cost Unrealized
NMRK NEWMARK GROUP INC 0.0%
Value $217K Shares 14,351 Est. Cost Unrealized
USB US BANCORP 0.0%
Value $208K Shares 3,439 Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $206K Shares 4,562 Est. Cost Unrealized
BAK BRASKEM SA 0.0%
Value $73,200 Shares 30,000 Est. Cost Unrealized