CAPITAL WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- W. Warwick, RI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 415,887
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 39 | 415,887 | 13F-HR | CAPITAL WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/17/2026 | 34 | 369,610 | 13F-HR | CAPITAL WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/2/2026 | 35 | 309,648 | 13F-HR | CAPITAL WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/15/2025 | 38 | 287,365 | 13F-HR | CAPITAL WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/9/2025 | 38 | 268,176 | 13F-HR | CAPITAL WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.7 K | 8.3% | 4.692 K | 0 | 4.692 K |
| ETFs | 380.8 K | 91.6% | 41.58 K | 0 | 41.58 K |
| Debt | 358 | 0.1% | 10 | 0 | 10 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
415,887
Holdings
39
QoQ value change ($000)
46,277
(12.5%)
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.