CAPITAL WEALTH MANAGEMENT, LLC: 13F holdings
CIK 17304562026Q2
| Positions | 39 |
|---|---|
| Reported value | $415.9m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUG VANGUARD INDEX FDS | 518,759 | $44.7m | 10.7% |
| SPSB SPDR SERIES TRUST | 1,227,718 | $36.8m | 8.9% |
| VTV VANGUARD INDEX FDS | 163,748 | $35.7m | 8.6% |
| FBND FIDELITY MERRIMACK STR TR | 663,628 | $30.2m | 7.3% |
| SPDR INDEX SHS FDS | 357,181 | $27.0m | 6.5% |
| ISHARES TR | 587,317 | $25.2m | 6.1% |
| EWU SCHWAB STRATEGIC TR | 475,448 | $25.1m | 6.0% |
| IMCG ISHARES TR | 243,505 | $23.9m | 5.8% |
| XLB WISDOMTREE TR | 451,633 | $23.7m | 5.7% |
| SPEM SPDR INDEX SHS FDS | 435,418 | $22.5m | 5.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730456")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.