Capital Wealth Planning, LLC

Q3 2025 13F Holdings

  • Location
    naples, FL
  • Num holdings

    152

  • Value ($000)

    $14,187,288

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$819.08 M
6 %

3,216,757

GS
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$786.46 M
6 %

987,583

CAT
CAT

CATERPILLAR INC

COM
149123101
$772.59 M
5 %

1,619,186

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$748.10 M
5 %

2,371,694

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$742.99 M
5 %

1,434,490

AXP
AXP

AMERICAN EXPRESS CO

COM
025816109
$720.54 M
5 %

2,169,242

V
V

VISA INC

COM CL A
92826C839
$691.49 M
5 %

2,025,582

CME
CME

CME GROUP INC

COM
12572Q105
$684.26 M
5 %

2,532,506

RTX
RTX

RTX CORPORATION

COM
75513E101
$675.01 M
5 %

4,034,014

HD
HD

HOME DEPOT INC

COM
437076102
$668.34 M
5 %

1,649,448

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