Fund HoldingsCapital Wealth Alliance, LLC

Total Portfolio Value
$220.90M
Total Bought
$18.66M
Total Sold
$22.90M
Net Transaction
-$4.24M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR015,195+15,19503,3241.50%+3,324
GAMCO NAT RES GOLD & INCOME0351,123+351,12302,9301.33%+2,930
SPDR SERIES TRUST
ST STR BLO 1 ETF
130,125143,229+13,10411,89913,1265.94%+1,227
VANGUARD WORLD FD
ENERGY ETF
11,12315,670+4,5471,6822,7121.23%+1,029
CORTEVA INC(CTVA)09,500+9,50007950.36%+795
GLOBAL X FDS
GLOBAL X URANIUM
014,429+14,42906990.32%+699
CONSTELLATION ENERGY CORP(CEG)02,291+2,29106400.29%+640
GE AEROSPACE(GE)02,087+2,08705920.27%+592
INVESCO DB MULTI-SECTOR COMM(DBA)131,454145,323+13,8693,3853,9691.80%+584
SELECT SECTOR SPDR TR
ST STR ENERG ETF
19,43423,420+3,9861,0421,4360.65%+395
STRATEGY INC(MSTR)(Call)03,000+3,0000374+374
ISHARES TR
TRS FLT RT BD
127,817134,910+7,0936,4596,8303.09%+372
BITWISE BITCOIN ETF TR(BITB)17,22725,649+8,4226629440.43%+282
ISHARES BITCOIN TRUST ETF(IBIT)85,69596,738+11,0433,4373,7171.68%+279
MARVELL TECHNOLOGY INC(MRVL)02,022+2,02202000.09%+200
UNITED STS GASOLINE FD LP(UGA)4,3044,239-653024420.20%+140
ISHARES TR54,94456,064+1,1206,0556,1892.80%+134
BROADCOM INC(AVGO)1,0031,476+4733454570.21%+112
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
10,16311,675+1,5125976830.31%+86
EXXON MOBIL CORP4,3154,313-26527320.33%+79
ACACIA RESH CORP103,970103,97004315000.23%+69
ISHARES TR
ULTRA SHORT DUR
28,64629,945+1,2991,4511,5160.69%+65
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
15,05015,152+1023734350.20%+61
MARATHON PETE CORP(MPC)1,5371,53703143750.17%+61
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
4,6154,508-1074324930.22%+61
CHEVRON CORPORATION(CVX)2,1512,153+23934450.20%+53
ISHARES INC6,8467,775+9292632980.14%+35
ISHARES INC
MSCI TAIWAN ETF
7,5367,606+705335390.24%+6
JOHNSON & JOHNSON(JNJ)1,0531,05302512570.12%+6
VANGUARD BD INDEX FDS9,3219,433+1126926950.31%+3
ISHARES TR3,6673,658-94064040.18%-2
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
1,8001,80002642610.12%-3
UNITEDHEALTH GROUP INC(UNH)88288202432390.11%-5
ADVANCED MICRO DEVICES INC(AMD)1,0111,010-12182050.09%-13
FLEXSHARES TR
QUALT DIVD IDX
3,6373,63703052880.13%-17
APPLE INC(AAPL)1,0701,091+212942770.13%-17
KIMBERLY-CLARK CORP(KMB)2,1502,15002252070.09%-18
PROCTER & GAMBLE CO(PG)1,5721,57202472270.10%-20
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
3,5223,498-243513300.15%-20
EATON VANCE TAX-MANAGED DIVE
COM
16,47016,47002482270.10%-21
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
23,28122,960-3211,1721,1510.52%-21
FIRST TR EXCHANGE-TRADED FD
CONSUMR DISCRE
3,2563,25602322080.09%-23
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,6081,567-413252990.14%-26
NEOS ETF TRUST
NEOS S&P 500 HI
11,05311,279+2265855570.25%-28
VANGUARD INTL EQUITY INDEX F5,6125,61204504210.19%-28
ABRDN SILVER ETF TRUST3,5193,51902812520.11%-29
BERKSHIRE HATHAWAY INC DEL1107487180.33%-30
ELI LILLY & CO(LLY)24224202532230.10%-30
SPROTT ETF TRUST
GOLD MINERS ETF
6,2416,426+1855184850.22%-33
MOBILEYE GLOBAL INC(MBLY)18,43319,553+1,1201671340.06%-33
ETFS GOLD TR(SGOL)9,6459,717+724674340.20%-33
ISHARES TR1,2921,284-84444080.18%-35
ROCKET LAB CORP(RKLB)3,1383,13802382020.09%-36
VANGUARD SPECIALIZED FUNDS2,4762,465-115695300.24%-39
ISHARES INC6,6246,409-2152942540.12%-39
AMERICAN CENTY ETF TR8,6338,612-219959510.43%-43
SELECT SECTOR SPDR TR
ST STR INDL ETF
3,4783,460-186045600.25%-45
NVR INC(NVR)353502762310.10%-45
ISHARES INC
MSCI JAPAN ETF
6,4786,464-145915460.25%-46
ISHARES TR1,2931,290-35965500.25%-46
ISHARES TR4,6394,613-265935470.25%-46
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
9,4989,443-555995440.25%-55
ISHARES TR4,1084,037-715314750.22%-56
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
7,5717,543-289088360.38%-72
VANGUARD STAR FDS14,76714,780+131,2131,1400.52%-73
ALPHABET INC(GOOG)1,3721,256-1164453610.16%-84
AMERICAN TOWER CORP(AMT)1,7461,196-5503032060.09%-97
ISHARES TR
MSCI INDIA ETF
12,25111,875-3766555560.25%-98
MICROSOFT CORP(MSFT)3,6183,752+1341,4961,3890.63%-107
STATE STR SPDR DOW JONES IND(DIA)8,9599,454+4954,4904,3791.98%-111
AMAZON COM INC(AMZN)8,7928,266-5261,8351,7220.78%-114
GRACO INC(GGG)4,0182,960-1,0583732510.11%-122
LENNOX INTL INC(LII)2,5502,55001,3501,1840.54%-166
ISHARES TR32,87328,952-3,9211,4231,2320.56%-191
CDW CORP(CDW)1,4450-1,4452070-207
GOLDMAN SACHS GROUP INC(GS)2340-2342210-221
SPROTT FDS TR
URANI MINER ETF
24,70424,811+1071,7931,5670.71%-226
BERKSHIRE HATHAWAY INC DEL12,50012,517+176,2265,9982.72%-228
SPDR SERIES TRUST
ST STR SP METAL
18,41217,715-6972,3101,9130.87%-397
INVESCO EXCH TRADED FD TR II20,36310,247-10,1169654450.20%-520
ISHARES INC71,01270,069-9433,0282,4851.12%-543
VANECK MERK GOLD ETF(OUNZ)146,819146,727-927,1776,6102.99%-566
VANECK ETF TRUST
GOLD MINERS ETF
52,58652,461-1255,3834,7852.17%-599
NVIDIA CORPORATION(NVDA)7,2764,471-2,8051,3837800.35%-603
STRATEGY INC(MSTR)50,97251,559+5877,0576,4352.91%-622
COSTCO WHOLESALE CORPORATION(COST)1,142512-6301,1395100.23%-629
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
19,5106,922-12,5881,1463780.17%-768
VANECK ETF TRUST
SEMICONDUCTR ETF
3,3471,056-2,2911,3614050.18%-956
INVESCO ACTVELY MNGD ETC FD
AGRI CMDTY STRA
121,38687,722-33,6644,1613,1991.45%-962
STATE STR SPDR S&P 500 ETF T(SPY)7,2476,129-1,1185,0293,9831.80%-1,046
VANGUARD INDEX FDS10,1939,072-1,1216,5055,4212.45%-1,084
INVESCO QQQ TR9,8706,817-3,0536,0633,9331.78%-2,130
SPROTT ASSET MANAGEMENT LP(PHYS)954,096956,566+2,47036,74733,87615.34%-2,872
GAMCO GLOBAL GOLD NAT RES &650,660286,312-364,3484,6481,5230.69%-3,125
SPROTT ASSET MANAGEMENT LP(PSLV)2,223,5822,219,794-3,78861,03854,08224.48%-6,956
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