CAPITAL WEALTH MANAGEMENT, LLC
CAPITAL WEALTH MANAGEMENT, LLC reported 39 positions worth $415.9M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VUG (10.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VUG | SH | $44.7M | 10.74% | 518,759 | — | — | |
| ▸ 2 | SPSB | SH | $36.8M | 8.86% | 1,227,718 | — | — | |
| ▸ 3 | VTV | SH | $35.7M | 8.58% | 163,748 | — | — | |
| ▸ 4 | FBND | SH | $30.2M | 7.26% | 663,628 | — | — | |
| ▸ 5 | NANR | SH | $27.0M | 6.48% | 357,181 | — | — | |
| ▸ 6 | HSCZ | SH | $25.2M | 6.07% | 587,317 | — | — | |
| ▸ 7 | FNDF | SH | $25.1M | 6.03% | 475,448 | — | — | |
| ▸ 8 | IMCG | SH | $23.9M | 5.76% | 243,505 | — | — | |
| ▸ 9 | IHDG | SH | $23.7M | 5.69% | 451,633 | — | — | |
| ▸ 10 | SPEM | SH | $22.5M | 5.42% | 435,418 | — | — |
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Frequently Asked Questions
What stocks does CAPITAL WEALTH MANAGEMENT, LLC hold as of Q2 2026?
CAPITAL WEALTH MANAGEMENT, LLC reported 39 positions worth $415.9M in its Q2 2026 13F filing. Largest positions: VUG (10.7%), SPSB (8.9%), VTV (8.6%), FBND (7.3%) and NANR (6.5%).
What did CAPITAL WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CAPITAL WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.