Capital Wealth Planning, LLC ETF holdings
Naples, FL
Reported $1.0B in 20 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.0B
ETFs held
20
Change from prior quarter
+21.2%
With price moves
ETFs as a share of its 13F
5.1%
of $20.0B
Top 10 of 20 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $456.0M | 4,976,098 | +993,850 shares |
| SOFR | Amplify Samsung SOFR ETF | $353.7M | 3,532,520 | +264,033 shares |
| QQQ | Invesco QQQ Trust | $108.6M | 147,542 | +25,356 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $47.5M | 63,571 | +1,704 shares |
| EFA | iShares MSCI EAFE ETF | $9.1M | 88,022 | +1,464 shares |
| CLIP | Global X 1-3 Month T-Bill ETF | $7.4M | 73,914 | New position |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $7.2M | 13,759 | −2,874 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $5.2M | 27,889 | +355 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $3.6M | 66,305 | −25,813 shares |
| GLD | SPDR Gold Shares | $3.5M | 9,436 | +1,689 shares |
10 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001566728. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Capital Wealth Planning, LLC own?
Capital Wealth Planning, LLC reported 20 ETF positions worth $1.0B in its Form 13F for June 30, 2026. The largest was BIL, at $456.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.