Capital Wealth Planning, LLC
All 13F Filings
- Location
- Naples, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 15,447,334
- Description
- Naples Florida based advisory led wealth manager with a limited liability advisory organization and a valuation conscious and methodical investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and asset liability coordination for planning centered advisory portfolios. The process prioritizes downside control, mandate clarity, and consistent execution standards through capital preservation orientation and exposure consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 155 | 15,447,334 | 13F-HR | Capital Wealth Planning, LLC |
| Q3 2025 | 11/13/2025 | 152 | 14,187,288 | 13F-HR | Capital Wealth Planning, LLC |
| Q2 2025 | 8/7/2025 | 140 | 12,681,454 | 13F-HR | Capital Wealth Planning, LLC |
| Q1 2025 | 5/12/2025 | 142 | 11,534,102 | 13F-HR | Capital Wealth Planning, LLC |
| Q4 2024 | 2/5/2025 | 132 | 10,812,898 | 13F-HR | Capital Wealth Planning, LLC |
| Q3 2024 | 11/12/2024 | 144 | 10,718,385 | 13F-HR | Capital Wealth Planning, LLC |
| Q2 2024 | 8/9/2024 | 129 | 9,542,357 | 13F-HR | Capital Wealth Planning, LLC |
| Q1 2024 | 5/7/2024 | 138 | 9,353,602 | 13F-HR | Capital Wealth Planning, LLC |
| Q4 2023 | 2/8/2024 | 138 | 8,734,598 | 13F-HR | Capital Wealth Planning, LLC |
| Q3 2023 | 11/6/2023 | 136 | 8,133,858 | 13F-HR | Capital Wealth Planning, LLC |
| Q2 2023 | 8/4/2023 | 132 | 8,103,504 | 13F-HR | Capital Wealth Planning, LLC |
| Q1 2023 | 5/4/2023 | 136 | 7,393,440 | 13F-HR | Capital Wealth Planning, LLC |
| Q4 2022 | 2/3/2023 | 106 | 6,838,398 | 13F-HR | Capital Wealth Planning, LLC |
| Q3 2022 | 11/9/2022 | 86 | 5,482,296 | 13F-HR | Capital Wealth Planning, LLC |
| Q2 2022 | 8/8/2022 | 78 | 5,106,392 | 13F-HR | Capital Wealth Planning, LLC |
| Q1 2022 | 5/11/2022 | 91 | 4,949,624 | 13F-HR | Capital Wealth Planning, LLC |
| Q4 2021 | 2/4/2022 | 106 | 4,512,276 | 13F-HR | Capital Wealth Planning, LLC |
| Q3 2021 | 11/3/2021 | 109 | 3,636,549 | 13F-HR | Capital Wealth Planning, LLC |
| Q2 2021 | 8/3/2021 | 129 | 3,558,182 | 13F-HR | Capital Wealth Planning, LLC |
| Q1 2021 | 4/19/2021 | 132 | 3,062,341 | 13F-HR | Capital Wealth Planning, LLC |
| Q4 2020 | 1/25/2021 | 110 | 2,594,907 | 13F-HR | Capital Wealth Planning, LLC |
| Q3 2020 | 11/10/2020 | 99 | 2,019,637 | 13F-HR | Capital Wealth Planning, LLC |
| Q2 2020 | 8/14/2020 | 100 | 1,754,391 | 13F-HR | Capital Wealth Planning, LLC |
| Q1 2020 | 4/30/2020 | 236 | 1,588,059 | 13F-HR | Capital Wealth Planning, LLC |
| Q4 2019 | 2/26/2020 | 187 | 1,691,859 | 13F-HR | Capital Wealth Planning, LLC |
| Q1 2014 | 5/16/2014 | 122 | 232,259 | 13F-HR | Capital Wealth Planning, LLC |
| Q4 2013 | 2/10/2014 | 75 | 82,778 | 13F-HR | Capital Wealth Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.15 M | 98.1% | 1.169 M | 0 | 1.169 M |
| ETFs | 296.5 K | 1.9% | 91.12 K | 0 | 91.12 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
15,447,334
Holdings
155
QoQ value change ($000)
1,260,046
(8.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.