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Capital Wealth Planning, LLC

Q4 2025 13F Holdings

  • Location
    naples, FL
  • Num holdings

    155

  • Value ($000)

    $15,447,334

  • Date Filed
    02/11/2026
  • Form type
    13F-HR
  • CIK
    0001566728
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$834.14M
5 %

935,946

A
AXP

AMERICAN EXPRESS CO

COM
025816109
$798.55M
5 %

2,152,624

A
AAPL

APPLE INC

COM
037833100
$797.55M
5 %

2,937,051

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$794.26M
5 %

2,455,895

R
RTX

RTX CORPORATION

COM
75513E101
$793.75M
5 %

4,290,398

M
MSFT

MICROSOFT CORP

COM
594918104
$790.89M
5 %

1,649,156

C
CAT

CATERPILLAR INC

COM
149123101
$763.49M
5 %

1,309,210

V
V

VISA INC

COM CL A
92826C839
$757.9M
5 %

2,171,043

C
CME

CME GROUP INC

COM
12572Q105
$736.2M
5 %

2,709,146

I
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$719.39M
5 %

2,444,051

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