MondegarAI
Capital Wealth Alliance, LLC

Q4 2025 · 13F-HR

Capital Wealth Alliance, LLCholdings as filed

Filed 2026-02-17 · accession 0001172661-26-001051

$234.1M
Reported value
87
Positions
2025-12-31
Period end
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The Brief · Capital Wealth Alliance, LLC · Q4 2025

AI · grounded in 13F

Capital Wealth Alliance, LLC closed its position in GNT, reducing its holdings by $2,570,191. The fund more than doubled its stake in GGN, increasing share count by 123.49%. Other notable moves include a 19.08% increase in IBIT and a 36.64% reduction in BITB.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
85207K107PSLVSPROTT ASSET MANAGEMENT LP$61.0M26.1%2,223,582CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$36.7M15.7%954,096CommonNONE
78468R663BILSPDR SERIES TRUST$11.9M5.08%130,125CommonNONE
921078101OUNZVANECK MERK GOLD ETF$7.2M3.07%146,819CommonNONE
594972408MSTRSTRATEGY INC$7.1M3.01%50,972CommonNONE
922908363VOOVANGUARD INDEX FDS$6.5M2.78%10,193CommonNONE
46434V860TFLOISHARES TR$6.5M2.76%127,817CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.2M2.66%12,500CommonNONE
46090E103QQQINVESCO QQQ TR$6.1M2.59%9,870CommonNONE
464288679SHVISHARES TR$6.1M2.59%54,944CommonNONE
92189F106GDXVANECK ETF TRUST$5.4M2.30%52,586CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.0M2.15%7,247CommonNONE
36465A109GGNGAMCO GLOBAL GOLD NAT RES &$4.6M1.99%650,660CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$4.5M1.92%8,959CommonNONE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$4.2M1.78%121,386CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$3.4M1.47%85,695CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$3.4M1.45%131,454CommonNONE
464286327SLVPISHARES INC$3.0M1.29%71,012CommonNONE
78464A755XMESPDR SERIES TRUST$2.3M0.99%18,412CommonNONE
023135106AMZNAMAZON COM INC$1.8M0.78%8,792CommonNONE
85208P303URNMSPROTT FDS TR$1.8M0.77%24,704CommonNONE
92204A306VDEVANGUARD WORLD FD$1.7M0.72%11,123CommonNONE
594918104MSFTMICROSOFT CORP$1.5M0.64%3,618CommonNONE
46434V878ICSHISHARES TR$1.5M0.62%28,646CommonNONE
464288448IDVISHARES TR$1.4M0.61%32,873CommonNONE
67066G104NVDANVIDIA CORPORATION$1.4M0.59%7,276CommonNONE
92189F676SMHVANECK ETF TRUST$1.4M0.58%3,347CommonNONE
526107107LIILENNOX INTL INC$1.3M0.58%2,550CommonNONE
921909768VXUSVANGUARD STAR FDS$1.2M0.52%14,767CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$1.2M0.50%23,281CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.1M0.49%19,510CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.1M0.49%1,142CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.0M0.44%19,434CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$994,6080.42%8,633CommonNONE
46138E651PIOINVESCO EXCH TRADED FD TR II$964,6940.41%20,363CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$907,7630.39%7,571CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$747,8060.32%1CommonNONE
921937835BNDVANGUARD BD INDEX FDS$692,0600.30%9,321CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$662,2060.28%17,227CommonNONE
46429B598INDAISHARES TR$654,6930.28%12,251CommonNONE
30231G102XOMEXXON MOBIL CORP$652,4130.28%4,315CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$604,1470.26%3,478CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$598,7540.26%9,498CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$597,2800.26%10,163CommonNONE
464287614IWFISHARES TR$596,0470.25%1,293CommonNONE
464287549IGMISHARES TR$593,1430.25%4,639CommonNONE
46434G822EWJISHARES INC$591,3510.25%6,478CommonNONE
78433H303SPYINEOS ETF TRUST$585,0330.25%11,053CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$568,7120.24%2,476CommonNONE
46434G772EWTISHARES INC$533,2320.23%7,536CommonNONE
464287788IYFISHARES TR$530,6300.23%4,108CommonNONE
85210B102SGDMSPROTT ETF TRUST$517,8780.22%6,241CommonNONE
00326A104SGOLETFS GOLD TR$466,8180.20%9,645CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$449,8020.19%5,612CommonNONE
02079K305GOOGLALPHABET INC$444,9880.19%1,372CommonNONE
464287101OEFISHARES TR$443,5690.19%1,292CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$432,1950.18%4,615CommonNONE
003881307ACTGACACIA RESH CORP$431,4760.18%103,970CommonNONE
464287176TIPISHARES TR$406,1730.17%3,667CommonNONE
166764100CVXCHEVRON CORP NEW$392,7730.17%2,151CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$373,2390.16%15,050CommonNONE
384109104GGGGRACO INC$372,6700.16%4,018CommonNONE
46137V647PSIINVESCO EXCHANGE TRADED FD T$350,5090.15%3,522CommonNONE
11135F101AVGOBROADCOM INC$344,9720.15%1,003CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$325,3830.14%1,608CommonNONE
56585A102MPCMARATHON PETE CORP$313,9480.13%1,537CommonNONE
33939L860QDFFLEXSHARES TR$304,5620.13%3,637CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$303,3140.13%1,746CommonNONE
91201T102UGAUNITED STS GASOLINE FD LP$301,9470.13%4,304CommonNONE
037833100AAPLAPPLE INC$293,8430.13%1,070CommonNONE
464286806EWGISHARES INC$293,5950.13%6,624CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$280,8510.12%3,519CommonNONE
62944T105NVRNVR INC$275,8790.12%35CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$264,1680.11%1,800CommonNONE
464286400EWZISHARES INC$263,0160.11%6,846CommonNONE
532457108LLYELI LILLY & CO$252,7060.11%242CommonNONE
478160104JNJJOHNSON & JOHNSON$251,2880.11%1,053CommonNONE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$247,7090.11%16,470CommonNONE
742718109PGPROCTER AND GAMBLE CO$247,3230.11%1,572CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$243,1670.10%882CommonNONE
773121108RKLBROCKET LAB CORP$237,9860.10%3,138CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$231,5020.10%3,256CommonNONE
494368103KMBKIMBERLY-CLARK CORP$225,1050.10%2,150CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$220,8200.09%234CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$218,3760.09%1,011CommonNONE
12514G108CDWCDW CORP$207,2710.09%1,445CommonNONE
60741F104MBLYMOBILEYE GLOBAL INC$167,1870.07%18,433CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.