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 Planning, LLC (CIK 1566728) reported $18.13B across 151 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($928.2M, 5.12%), GS ($903.1M, 4.98%), AAPL ($901.9M, 4.97%), RTX ($888.9M, 4.90%), JPM ($845.1M, 4.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $928.2M | 5.12% | 2.5M | Added |
| 2 | GS | GOLDMAN SACHS GROUP INC | $903.1M | 4.98% | 1.1M | Added |
| 3 | AAPL | APPLE INC | $901.9M | 4.97% | 3.6M | Added |
| 4 | RTX | RTX CORPORATION | $888.9M | 4.90% | 4.6M | Added |
| 5 | JPM | JPMORGAN CHASE & CO | $845.1M | 4.66% | 2.9M | Added |
| 6 | CAT | CATERPILLAR INC | $840.3M | 4.63% | 1.2M | Trimmed |
| 7 | CVX | CHEVRON CORPORATION | $799.8M | 4.41% | 3.9M | Added |
| 8 | AXP | AMERICAN EXPRESS CO | $795.5M | 4.39% | 2.6M | Added |
| 9 | TJX | TJX COS INC NEW | $743.7M | 4.10% | 4.7M | Added |
| 10 | HD | HOME DEPOT INC | $720.0M | 3.97% | 2.2M | Added |
| 11 | V | VISA INC | $708.3M | 3.91% | 2.3M | Added |
| 12 | CME | CME GROUP INC | $675.9M | 3.73% | 2.3M | Trimmed |
| 13 | MCD | MCDONALDS CORP | $665.5M | 3.67% | 2.1M | Added |
| 14 | AMGN | AMGEN INC | $651.9M | 3.59% | 1.9M | Added |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $642.3M | 3.54% | 2.6M | Added |
| 16 | WMT | WALMART INC | $640.6M | 3.53% | 5.2M | Added |
| 17 | MRK | MERCK & CO INC | $543.3M | 3.00% | 4.5M | Trimmed |
| 18 | AEM | AGNICO EAGLE MINES LTD | $499.2M | 2.75% | 2.5M | Added |
| 19 | MPC | MARATHON PETE CORP | $400.8M | 2.21% | 1.6M | Added |
| 20 | FDX | FEDEX CORP | $380.6M | 2.10% | 1.1M | New |
| 21 | BIL | SPDR SERIES TRUST | $364.9M | 2.01% | 4.0M | Trimmed |
| 22 | KO | COCA COLA CO | $364.2M | 2.01% | 4.8M | Added |
| 23 | DUK | DUKE ENERGY CORP NEW | $358.9M | 1.98% | 2.7M | Added |
| 24 | SOF | AMPLIFY ETF TR | $327.3M | 1.81% | 3.3M | Added |
| 25 | MDT | MEDTRONIC PLC | $305.2M | 1.68% | 3.5M | New |
Source: SEC Form 13F filings · as of 2026-03-31