Capital Wealth Planning, LLC

FundNaples · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$20.0B

Reported value of US stock holdings on Jun 30, the filing's own figure

154 positions · filed Aug 14, 45 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

20, biggest 4

ADM ARCHER DANIELS MIDLAND CO 4.2M shares1.6% of this fund's holdings

FDXF FEDEX FGHT HLDG CO INC 682K shares0.5% of this fund's holdings

ITUB ITAU UNIBANCO HLDG S A 2.4M sharesunder 0.1% of this fund's holdings

YPF YPF SOCIEDAD ANONIMA 396K sharesunder 0.1% of this fund's holdings

Sold out

17, biggest 4

no ticker GRUPO CIBEST SA All 317K shares

RYAAY RYANAIR HOLDINGS PLC All 332K shares

TAK TAKEDA PHARMACEUTICAL CO LTD All 887K shares

ATAT ATOUR LIFESTYLE HLDGS LTD All 389K shares

Added to

75, biggest 4

MSFT MICROSOFT CORP +88,704 shares+4%

AMGN AMGEN INC +181K shares+10%

TJX TJX COS INC NEW +152K shares+3%

CME CME GROUP INC +934K shares+41%

Trimmed

37, biggest 4

GS GOLDMAN SACHS GROUP INC −53,870 shares−5%

AXP AMERICAN EXPRESS CO −223K shares−8%

IBM INTERNATIONAL BUSINESS MACHS −323K shares−12%

V VISA INC −507K shares−22%

Top holdings

Reference, not news

Top holdings · 154 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 CAT CATERPILLAR INC 1.2M 6.4% +1%

2 AAPL APPLE INC 3.6M 5.2% +1%

3 GS GOLDMAN SACHS GROUP INC 1.0M 5.1% −5%

4 MSFT MICROSOFT CORP 2.6M 4.8% +4%

5 JPM JPMORGAN CHASE & CO 2.9M 4.7% No change

6 AXP AMERICAN EXPRESS CO 2.4M 4.1% −8%

7 AMGN AMGEN INC 2.0M 3.7% +10%

8 TJX TJX COS INC NEW 4.8M 3.6% +3%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.