Fund HoldingsCapital Wealth Planning, LLC

Total Portfolio Value
$20.02B
Total Bought
$3.69B
Total Sold
$1.75B
Net Transaction
+$1.94B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
04,976,098+4,976,0980456,0102.28%+456,010
CATERPILLAR INC(CAT)1,186,0961,197,856+11,760840,3011,275,5976.37%+435,296
NVIDIA CORPORATION(NVDA)581,1002,475,326+1,894,226101,344495,2882.47%+393,944
FREEPORT MCMORAN INC(FCX)05,322,350+5,322,3500334,7231.67%+334,723
ARCHER DANIELS MIDLAND CO04,151,390+4,151,3900317,1661.58%+317,166
APPLE INC(AAPL)3,553,5953,575,732+22,137901,8671,034,6745.17%+132,807
GOLDMAN SACHS GROUP INC(GS)1,067,4921,013,622-53,870903,0871,025,1475.12%+122,060
COCA COLA CO(KO)4,788,7055,970,593+1,181,888364,181485,2302.42%+121,049
NORFOLK SOUTHN CORP(NSC)898,3741,189,769+291,395257,833374,2891.87%+116,456
FEDEX FGHT HLDG CO INC0681,734+681,7340102,9420.51%+102,942
JPMORGAN CHASE & CO(JPM)2,873,0742,882,314+9,240845,143943,4684.71%+98,324
AMGEN INC(AMGN)1,852,7162,033,759+181,043651,878736,4653.68%+84,586
MERCK & CO INC(MRK)4,516,7304,708,599+191,869543,317605,0553.02%+61,738
FEDEX CORP(FDX)1,068,5231,375,782+307,259380,587430,7992.15%+50,212
MICROSOFT CORP(MSFT)2,507,6052,596,309+88,704928,240968,4754.84%+40,235
INVESCO QQQ TR122,186147,542+25,35670,523108,6500.54%+38,126
CME GROUP INC(CME)03,222,707+3,222,7070711,6703.55%+711,670
ALPHABET INC(GOOG)245,570287,769+42,19970,616102,8400.51%+32,224
TAIWAN SEMICONDUCTOR MANUFAC(TSM)125,558152,155+26,59742,43272,6650.36%+30,232
AMPLIFY ETF TR3,268,4873,532,520+264,033327,323353,7111.77%+26,389
ASML HLDG NV
N Y REGISTRY SHS
16,05222,708+6,65621,20245,1760.23%+23,974
ADVANCED MICRO DEVICES INC(AMD)91,40467,587-23,81718,59439,2620.20%+20,668
ITAU UNIBANCO HLDG S A(ITUB)02,386,158+2,386,158019,4950.10%+19,495
ELI LILLY & CO(LLY)30,81239,748+8,93628,34047,6750.24%+19,335
MICRON TECHNOLOGY INC(MU)49,75231,122-18,63016,80835,9240.18%+19,116
AMERICAN EXPRESS CO(AXP)02,407,310+2,407,3100814,2734.07%+814,273
YPF SOCIEDAD ANONIMA(YPF)0396,043+396,043018,0080.09%+18,008
ASE TECHNOLOGY HLDG CO LTD(ASX)532,562645,530+112,96811,54629,1260.15%+17,580
FOMENTO ECONOMICO MEXICANO S(FMX)154,363259,225+104,86217,14433,1550.17%+16,011
BROADCOM INC(AVGO)116,726136,286+19,56036,12851,4820.26%+15,354
ASTRAZENECA PLC(AZN)133,597215,993+82,39626,34840,9570.20%+14,609
UNILEVER PLC(UL)0233,777+233,777014,0550.07%+14,055
BANK MONTREAL MEDIUM234,353257,802+23,44931,71745,5540.23%+13,836
SUMITOMO MITSUI FIN GRP INC(SMFG)1,305,7551,659,962+354,20725,78939,1420.20%+13,353
INTEL CORP(INTC)182,751152,854-29,8978,06521,3430.11%+13,278
TESLA INC(TSLA)92,652113,345+20,69334,44347,6730.24%+13,230
GE VERNOVA INC(GEV)011,381+11,381013,3710.07%+13,371
TELECOM ARGENTINA SA(TEO)0947,500+947,500012,3180.06%+12,318
AMERICA MOVIL SAB DE CV(AMX)1,044,1811,493,364+449,18326,60638,8130.19%+12,207
BRITISH AMERN TOB PLC(BTI)405,797581,209+175,41223,72735,8950.18%+12,169
MITSUBISHI UFJ FINANCIAL GRO(MUFG)1,698,8952,059,506+360,61128,83040,9640.20%+12,133
INTERNATIONAL BUSINESS MACHS(IBM)02,326,916+2,326,9160654,3523.27%+654,352
TEVA PHARMACEUTICAL INDS LTD(TEVA)525,000806,742+281,74215,81327,3320.14%+11,519
SOUTHERN COPPER CORP(SCCO)127,518190,719+63,20121,94133,2350.17%+11,294
AMAZON COM INC(AMZN)238,800255,991+17,19149,73561,0130.30%+11,278
NETEASE COM INC(NTES)0166,231+166,231021,3010.11%+21,301
ARCELORMITTAL SA LUXEMBOURG(MT)0350,450+350,450021,1040.11%+21,104
LAM RESEARCH CORP(LRCX)52,32650,366-1,96011,18021,8250.11%+10,645
RIO TINTO PLC(RIO)145,308249,132+103,82413,55623,6500.12%+10,094
VODAFONE GROUP PLC(VOD)1,394,3542,307,958+913,60420,94330,5230.15%+9,580
CISCO SYS INC(CSCO)213,354221,176+7,82216,55425,9790.13%+9,425
PETROLEO BRASILEIRO S A(PBR)0576,245+576,24509,3120.05%+9,312
SANDISK CORP(SNDK)03,806+3,80608,6540.04%+8,654
ABBVIE INC(ABBV)57,05682,790+25,73412,40920,8330.10%+8,424
ADECOAGRO S A
COM
0878,060+878,06008,3850.04%+8,385
APPLIED MATLS INC23,75322,788-9658,11916,4760.08%+8,357
BANCO SANTANDER SA(SAN)1,452,0141,757,251+305,23716,37924,2500.12%+7,871
ANHEUSER BUSCH INBEV SA NV(BUD)255,033309,077+54,04417,69225,4680.13%+7,776
GLOBAL X FDS
1 3 MO T BI ET
073,914+73,91407,4170.04%+7,417
BANCO BILBAO VIZCAYA ARGENTA(BBVA)838,0011,015,769+177,76818,15125,4550.13%+7,304
STATE STR SPDR S&P 500 ETF T(SPY)61,86763,571+1,70440,23547,4730.24%+7,238
BAIDU INC164,149218,020+53,87118,28924,9180.12%+6,628
PALO ALTO NETWORKS INC(PANW)41,59338,594-2,9996,66813,1610.07%+6,493
CEMEX SA EURO MTN BE 144A(CX)0885,772+885,772010,6290.05%+10,629
ALTRIA GROUP INC(MO)0186,313+186,313013,4050.07%+13,405
SELECT SECTOR SPDR TR
ST STR INDL ETF
027,889+27,88905,1660.03%+5,166
LATAM AIRLINES GROUP SA(LTM)228,990277,590+48,60011,32116,1750.08%+4,854
ENBRIDGE INC(ENB)411,812498,650+86,83822,29627,0320.14%+4,736
NOVARTIS AG(NVS)0151,974+151,974023,8170.12%+23,817
SHINHAN FINANCIAL GROUP CO L(SHG)276,319334,855+58,53616,94421,1800.11%+4,236
BARCLAYS PLC0865,699+865,699023,2530.12%+23,253
CAMECO CORP(CCJ)270,531327,987+57,45629,38233,4090.17%+4,026
DUKE ENERGY CORP NEW(DUK)2,740,8142,865,666+124,852358,882362,7361.81%+3,854
STEEL DYNAMICS INC(STLD)37,14345,912+8,7696,68610,5350.05%+3,849
IMPERIAL OIL LTD(IMO)166,800227,592+60,79221,82125,4950.13%+3,674
SELECT SECTOR SPDR TR
ST STR FINL ETF
066,305+66,30503,5550.02%+3,555
ALLSTATE CORP(ALL)050,903+50,903012,1120.06%+12,112
SPDR SERIES TRUST
ST STR SP METAL
030,220+30,22003,2310.02%+3,231
PROSHARES TR
SHOR S&P 500 NEW
093,608+93,60803,0910.02%+3,091
SELECT SECTOR SPDR TR
ST STR ENERG ETF
055,769+55,76902,9620.01%+2,962
FASTENAL CO(FAST)01,709,600+1,709,600082,1120.41%+82,112
LINDE PLC(LIN)17,00121,375+4,3748,42811,0920.06%+2,664
MARATHON PETE CORP(MPC)1,641,3151,577,970-63,345400,776403,4402.02%+2,663
LUMENTUM HLDGS INC(LITE)03,000+3,00002,5740.01%+2,574
ROCKET LAB CORP(RKLB)75,42072,203-3,2174,8437,3390.04%+2,496
BANCO MACRO S A(BMA)218,181206,274-11,90716,88119,0990.10%+2,218
HASBRO INC(HAS)0128,685+128,685010,6280.05%+10,628
VANECK ETF TRUST
AGRIBUSINESS ETF
021,696+21,69601,7180.01%+1,718
COSTCO WHOLESALE CORPORATION(COST)16,04218,565+2,52315,98517,3670.09%+1,382
SPACE EXPLORATION TECHN CORP06,983+6,98301,1930.01%+1,193
EATON CORP PLC(ETN)18,79818,383-4156,7237,8330.04%+1,110
SK TELECOM CO LTD(SKM)85,001102,929+17,9282,4903,3100.02%+821
ISHARES TR86,55888,022+1,4648,4079,1440.05%+736
RAYMOND JAMES FINL INC(RJF)094,260+94,260014,3300.07%+14,330
UNITEDHEALTH GROUP INC(UNH)03,845+3,84501,5980.01%+1,598
AMPLIFY ETF TR041,129+41,12901,8800.01%+1,880
AMPLIFY ETF TR011,995+11,99503580.00%+358
QUEST DIAGNOSTICS INC(DGX)36,99435,867-1,1277,2507,6020.04%+352
TOTALENERGIES SE(TTE)102,482123,962+21,4809,3249,6390.05%+315
TRAVELERS COMPANIES INC(TRV)08,019+8,01902,6470.01%+2,647
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