Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CAPITAL WEALTH MANAGEMENT, LLC (CIK 1730456) reported $369.6M across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($36.7M, 9.92%), SPSB ($35.2M, 9.52%), VTV ($31.3M, 8.47%), NANR ($30.1M, 8.13%), FBND ($28.5M, 7.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $36.7M | 9.92% | 83,913 | Added |
| 2 | SPSB | SPDR SERIES TRUST | $35.2M | 9.52% | 1.2M | Added |
| 3 | VTV | VANGUARD INDEX FDS | $31.3M | 8.47% | 159,481 | Added |
| 4 | NANR | SPDR INDEX SHS FDS | $30.1M | 8.13% | 357,891 | Added |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $28.5M | 7.72% | 625,513 | Added |
| 6 | HSCZ | ISHARES TR | $22.7M | 6.13% | 571,113 | Added |
| 7 | FNDF | SCHWAB STRATEGIC TR | $22.7M | 6.13% | 463,396 | Added |
| 8 | IHDG | WISDOMTREE TR | $21.3M | 5.76% | 442,405 | Added |
| 9 | SPEM | SPDR INDEX SHS FDS | $20.2M | 5.47% | 430,690 | Added |
| 10 | IMCG | ISHARES TR | $17.9M | 4.84% | 226,883 | Added |
| 11 | VBR | VANGUARD INDEX FDS | $17.9M | 4.84% | 82,391 | Added |
| 12 | SCHG | SCHWAB STRATEGIC TR | $15.5M | 4.20% | 532,783 | Added |
| 13 | XLRE | SELECT SECTOR SPDR TR | $14.8M | 4.01% | 362,757 | Added |
| 14 | MDYV | SPDR SERIES TRUST | $8.3M | 2.25% | 97,552 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $8.2M | 2.21% | 12,576 | Added |
| 16 | BUFB | INNOVATOR ETFS TRUST | $7.7M | 2.08% | 213,581 | Added |
| 17 | FALN | ISHARES TR | $6.5M | 1.76% | 243,797 | Added |
| 18 | VOO | VANGUARD INDEX FDS | $6.3M | 1.70% | 10,513 | Added |
| 19 | ICVT | ISHARES TR | $5.3M | 1.44% | 52,391 | Added |
| 20 | SPTI | SPDR SERIES TRUST | $2.3M | 0.62% | 80,570 | New |
| 21 | VIOG | VANGUARD ADMIRAL FDS INC | $2.0M | 0.54% | 16,036 | Added |
| 22 | NETZ | TCW ETF TRUST | $1.5M | 0.40% | 15,143 | Added |
| 23 | QQQ | INVESCO QQQ TR | $1.2M | 0.32% | 2,060 | Added |
| 24 | TIPX | SPDR SERIES TRUST | $1.2M | 0.32% | 60,724 | Added |
| 25 | SPHY | SPDR SERIES TRUST | $1.1M | 0.31% | 49,114 | Added |
Source: SEC Form 13F filings · as of 2026-03-31