Fund HoldingsCapital Wealth Alliance, LLC

Total Portfolio Value
$234.05M
Total Bought
$43.93M
Total Sold
$62.61M
Net Transaction
-$18.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPROTT ASSET MANAGEMENT LP(PSLV)2,462,4982,223,582-238,91638,66261,03826.08%+22,376
SPDR SERIES TRUST
ST STR BLO 1 ETF
0130,125+130,125011,8995.08%+11,899
SPROTT ASSET MANAGEMENT LP(PHYS)976,531954,096-22,43528,91936,74715.70%+7,828
ISHARES TR054,944+54,94406,0552.59%+6,055
GAMCO GLOBAL GOLD NAT RES &291,130650,660+359,5301,5014,6481.99%+3,147
SPDR SERIES TRUST
ST STR SP METAL
018,412+18,41202,3100.99%+2,310
VANECK MERK GOLD ETF(OUNZ)147,569146,819-7505,4887,1773.07%+1,688
ISHARES INC71,51671,012-5041,9573,0281.29%+1,071
SELECT SECTOR SPDR TR
ST STR ENERG ETF
019,434+19,43401,0420.44%+1,042
VANGUARD INDEX FDS9,31910,193+8745,7076,5052.78%+799
NVIDIA CORPORATION(NVDA)3,2297,276+4,0476021,3830.59%+780
VANECK ETF TRUST
GOLD MINERS ETF
62,07552,586-9,4894,7395,3832.30%+644
INVESCO QQQ TR9,0809,870+7905,4516,0632.59%+611
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,478+3,47806040.26%+604
ISHARES INC
MSCI JAPAN ETF
06,478+6,47805910.25%+591
AMAZON COM INC(AMZN)5,9078,792+2,8851,2971,8350.78%+538
VANECK ETF TRUST
SEMICONDUCTR ETF
2,6193,347+7288551,3610.58%+506
SPDR DOW JONES INDL AVERAGE(DIA)8,6898,959+2704,0294,4901.92%+461
CHEVRON CORP NEW(CVX)02,151+2,15103930.17%+393
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
03,522+3,52203510.15%+351
BROADCOM INC(AVGO)01,003+1,00303450.15%+345
SPROTT FDS TR
URANI MINER ETF
24,48224,704+2221,4791,7930.77%+313
VANGUARD STAR FDS12,35114,767+2,4169071,2130.52%+306
AMERICAN TOWER CORP NEW(AMT)01,746+1,74603030.13%+303
NEOS ETF TRUST
NEOS S&P 500 HI
5,97311,053+5,0803125850.25%+273
ISHARES INC06,846+6,84602630.11%+263
ELI LILLY & CO(LLY)0242+24202530.11%+253
MICROSOFT CORP(MSFT)2,4023,618+1,2161,2441,4960.64%+252
JOHNSON & JOHNSON(JNJ)01,053+1,05302510.11%+251
PROCTER AND GAMBLE CO(PG)01,572+1,57202470.11%+247
ROCKET LAB CORP(RKLB)03,138+3,13802380.10%+238
KIMBERLY-CLARK CORP(KMB)02,150+2,15002250.10%+225
GOLDMAN SACHS GROUP INC(GS)0234+23402210.09%+221
EXXON MOBIL CORP3,8404,315+4754336520.28%+219
ADVANCED MICRO DEVICES INC(AMD)01,011+1,01102180.09%+218
CDW CORP(CDW)01,445+1,44502070.09%+207
ISHARES TR33,70532,873-8321,2321,4230.61%+191
MOBILEYE GLOBAL INC(MBLY)018,433+18,43301670.07%+167
ALPHABET INC(GOOG)1,1591,372+2132824450.19%+163
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
7,9037,571-3327649080.39%+144
VANGUARD BD INDEX FDS7,6789,321+1,6435716920.30%+121
COSTCO WHSL CORP NEW(COST)1,1051,142+371,0231,1390.49%+116
AMERICAN CENTY ETF TR9,0778,633-4449039950.42%+91
ACACIA RESH CORP104,770103,970-8003414310.18%+91
ISHARES INC4,9106,624+1,7142042940.13%+89
ISHARES TR
MSCI INDIA ETF
10,98912,251+1,2625726550.28%+83
ETFS GOLD TR(SGOL)10,4729,645-8273854670.20%+81
ISHARES INC
MSCI TAIWAN ETF
7,2367,536+3004605330.23%+73
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
18,76519,510+7451,0791,1460.49%+66
VANGUARD WORLD FD
ENERGY ETF
12,86511,123-1,7421,6191,6820.72%+63
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,3981,608+2102653250.14%+60
ISHARES TR3,7194,108+3894715310.23%+60
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
9,17010,163+9935405970.26%+58
SPDR S&P 500 ETF TR(SPY)7,4637,247-2164,9715,0292.15%+57
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
9,7879,498-2895495990.26%+50
INVESCO EXCH TRADED FD TR II20,65220,363-2899279650.41%+38
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
1,8001,80002432640.11%+21
MARATHON PETE CORP(MPC)1,5371,53702963140.13%+18
FLEXSHARES TR
QUALT DIVD IDX
3,6373,63702893050.13%+16
APPLE INC(AAPL)1,1151,070-452842940.13%+10
SPROTT ETF TRUST
GOLD MINERS ETF
8,2156,241-1,9745095180.22%+9
ISHARES TR4,6964,639-575915930.25%+2
ISHARES TR3,6393,667+284054060.17%+1
NVR INC(NVR)353502812760.12%-5
BERKSHIRE HATHAWAY INC DEL1107547480.32%-6
EATON VANCE TAX-MANAGED DIVE
COM
16,47016,47002622480.11%-14
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
3,9883,256-7322722320.10%-41
ISHARES TR1,4741,292-1824914440.19%-47
ISHARES TR
ULTRA SHORT DUR
29,51528,646-8691,4981,4510.62%-47
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
24,34023,281-1,0591,2231,1720.50%-51
LENNOX INTL INC(LII)2,6502,550-1001,4031,3500.58%-53
VANGUARD SPECIALIZED FUNDS2,8832,476-4076225690.24%-53
UNITED STS GASOLINE FD LP(UGA)5,5204,304-1,2163563020.13%-54
INVESCO ACTVELY MNGD ETC FD
AGRI CMDTY STRA
118,420121,386+2,9664,2224,1611.78%-61
UNITEDHEALTH GROUP INC(UNH)88288203052430.10%-61
VANGUARD INTL EQUITY INDEX F7,4295,612-1,8175304500.19%-80
GRACO INC(GGG)5,6304,018-1,6124783730.16%-106
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
6,8764,615-2,2615474320.18%-115
ABRDN SILVER ETF TRUST10,0903,519-6,5714492810.12%-168
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
21,19315,050-6,1435493730.16%-176
TIDAL TRUST II15,1260-15,1262110-211
ISHARES TR1,8001,293-5078435960.25%-247
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
2,2450-2,2452640-264
BERKSHIRE HATHAWAY INC DEL12,91812,500-4186,4946,2262.66%-268
ISHARES INC
MSCI JAPAN ETF
5,6940-5,6944570-457
SELECT SECTOR SPDR TR
ST STR INDL ETF
3,2630-3,2635030-503
ISHARES TR
TRS FLT RT BD
138,014127,817-10,1976,9826,4592.76%-523
SELECT SECTOR SPDR TR
ST STR ENERG ETF
10,1680-10,1689100-910
BITWISE BITCOIN ETF TR(BITB)27,18817,227-9,9611,6926620.28%-1,029
ISHARES BITCOIN TRUST ETF(IBIT)71,96385,695+13,7324,6783,4371.47%-1,240
INVESCO DB MULTI-SECTOR COMM(DBA)173,483131,454-42,0294,6433,3851.45%-1,258
SPDR SERIES TRUST
ST STR SP METAL
18,5370-18,5371,7270-1,727
GAMCO NAT RES GOLD & INCOME365,5710-365,5712,5700-2,570
ISHARES TR59,6890-59,6896,5950-6,595
STRATEGY INC(MSTR)44,70050,972+6,27214,4037,0573.01%-7,346
SPDR SERIES TRUST
ST STR BLO 1 ETF
115,8150-115,81510,6260-10,626
Page 1 of 1