Capital Wealth Management, LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$369.6M
Holdings
133
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD INDEX FDS
Q4 2025: Sold 99.8% (64.9k → 118 shares)
9.9%
02
$SPSB
SPDR SERIES TRUST
Q4 2025: Exited (was 1.03M shares)
9.5%
03
$BIV
VANGUARD BD INDEX FDS
Q4 2025: New position (577 shares)
9.1%
04
$VTV
VANGUARD INDEX FDS
Q4 2025: Sold 99.9% (141.6k → 151 shares)
8.5%
05
$NANR
SPDR INDEX SHS FDS
Q4 2025: Exited (was 345.5k shares)
8.1%
06
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Exited (was 443.3k shares)
7.7%
07
$FLXR
TCW ETF TRUST
Held since at least Q1 2024
7.2%
08
$DFSI
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.2%
09
$FNDF
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 421.6k shares)
6.1%
10
$HSCZ
ISHARES TR
Q4 2025: Exited (was 275.3k shares)
6.1%
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 10:41 UTC.