Capital Wealth Planning, LLC
Annual return '25
+10.2%
SPY '25
+17.7%
Alpha
-7.5ptsvs SPY
Invested
$18.1B
Holdings
151
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Sold 88.2% (1.44M → 169.3k shares)
5.1%
02
$GS
GOLDMAN SACHS GROUP INC
Q1 2026: Sold 99.8% (1.22M → 2.6k shares)
5.0%
03
$AAPL
APPLE INC
Q1 2026: Sold 94.7% (3.29M → 173.5k shares)
5.0%
04
$RTX
RTX CORPORATION
Q1 2026: Exited (was 3.68M shares)
4.9%
05
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 98.7% (3.12M → 39.7k shares)
4.7%
06
$CAT
CATERPILLAR INC
Q1 2026: Sold 98.9% (1.06M → 11.5k shares)
4.6%
07
$CHV
CHEVRON CORPORATION
Q1 2026: Exited (was 2.37M shares)
4.4%
08
$AXP
AMERICAN EXPRESS CO
Q1 2026: Sold 98.6% (2.73M → 38.6k shares)
4.4%
09
$TJX
TJX COS INC NEW
Q1 2026: Sold 99.7% (3.43M → 8.9k shares)
4.1%
10
$HD
HOME DEPOT INC
Q1 2026: Sold 97.9% (1.55M → 32.0k shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:00 UTC.