MondegarAI
Capital Wealth Planning, LLC

Q3 2025 · 13F-HR

Capital Wealth Planning, LLCholdings as filed

Filed 2025-11-13 · accession 0002085853-25-000273

$14.19B
Reported value
152
Positions
2025-09-30
Period end
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The Brief · Capital Wealth Planning, LLC · Q3 2025

AI · grounded in 13F

Capital Wealth Planning, LLC established a new position in AAPL valued at $819.1M. The fund also initiated new stakes in GS for $786.5M and CAT for $772.6M. Additional new positions include JPM, MSFT, and AXP. The fund ended the period with 152 positions and total AUM of $14.2B.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$819.1M5.77%3,216,757CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$786.5M5.54%987,583CommonSOLE
149123101CATCATERPILLAR INC$772.6M5.45%1,619,186CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$748.1M5.27%2,371,694CommonSOLE
594918104MSFTMICROSOFT CORP$743.0M5.24%1,434,490CommonSOLE
025816109AXPAMERICAN EXPRESS CO$720.5M5.08%2,169,242CommonSOLE
92826C839VVISA INC$691.5M4.87%2,025,582CommonSOLE
12572Q105CMECME GROUP INC$684.3M4.82%2,532,506CommonSOLE
75513E101RTXRTX CORPORATION$675.0M4.76%4,034,014CommonSOLE
437076102HDHOME DEPOT INC$668.3M4.71%1,649,448CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$614.4M4.33%2,177,561CommonSOLE
872540109TJXTJX COS INC NEW$595.5M4.20%4,119,698CommonSOLE
30303M102METAMETA PLATFORMS INC$562.6M3.97%766,109CommonSOLE
580135101MCDMCDONALDS CORP$535.5M3.77%1,762,285CommonSOLE
438516106HONHONEYWELL INTL INC$447.3M3.15%2,124,847CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$425.0M3.00%2,521,355CommonSOLE
78468R663BILSPDR SERIES TRUST$421.5M2.97%4,594,158CommonSOLE
166764100CVXCHEVRON CORP NEW$399.8M2.82%2,574,346CommonSOLE
742718109PGPROCTER AND GAMBLE CO$389.6M2.75%2,535,902CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$302.4M2.13%2,443,886CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$270.8M1.91%6,162,003CommonSOLE
58933Y105MRKMERCK & CO INC$267.9M1.89%3,191,442CommonSOLE
031162100AMGNAMGEN INC$233.0M1.64%825,780CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$215.0M1.52%463,633CommonSOLE
032108672SOFRAMPLIFY ETF TR$192.8M1.36%1,924,542CommonNONE
191216100KOCOCA COLA CO$155.4M1.10%2,343,789CommonSOLE
311900104FASTFASTENAL CO$115.5M0.81%2,355,800CommonSOLE
67066G104NVDANVIDIA CORPORATION$39.0M0.28%209,238CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$36.5M0.26%54,791CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$24.0M0.17%134,406CommonNONE
02079K305GOOGLALPHABET INC$22.0M0.15%90,433CommonSOLE
023135106AMZNAMAZON COM INC$19.8M0.14%90,354CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$17.2M0.12%61,699CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$17.0M0.12%1,066,591CommonNONE
754730109RJFRAYMOND JAMES FINL INC$16.3M0.11%94,260CommonSOLE
11135F101AVGOBROADCOM INC$16.1M0.11%48,893CommonSOLE
66987V109NVSNOVARTIS AG$15.2M0.11%118,905CommonNONE
40090E106CIBGRUPO CIBEST SA$14.8M0.10%284,643CommonNONE
88160R101TSLATESLA INC$14.1M0.10%31,805CommonSOLE
06738E204BCSBARCLAYS PLC$13.8M0.10%666,132CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$13.2M0.09%786,865CommonNONE
29082A107EMBJEMBRAER S.A.$12.1M0.09%200,033CommonNONE
64110W102NTESNETEASE INC$11.7M0.08%76,751CommonNONE
64110L106NFLXNETFLIX INC$11.4M0.08%9,504CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$11.1M0.08%91,716CommonNONE
45104G104IBNICICI BANK LIMITED$11.0M0.08%363,553CommonNONE
29250N105ENBENBRIDGE INC$10.9M0.08%215,415CommonNONE
835699307SONYSONY GROUP CORP$10.6M0.07%366,915CommonNONE
803054204SAPSAP SE$10.5M0.07%39,470CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$10.3M0.07%91,974CommonNONE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$9.7M0.07%259,235CommonNONE
N07059210ASMLASML HOLDING N V$9.7M0.07%10,064CommonNONE
78463V107GLDSPDR GOLD TR$9.6M0.07%26,972CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$9.3M0.07%175,224CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$9.2M0.07%479,089CommonNONE
13321L108CCJCAMECO CORP$9.2M0.06%109,518CommonNONE
88034P109TMETENCENT MUSIC ENTMT GROUP$8.7M0.06%372,664CommonNONE
532457108LLYELI LILLY & CO$8.4M0.06%11,055CommonSOLE
81141R100SESEA LTD$8.4M0.06%46,720CommonNONE
453038408IMOIMPERIAL OIL LTD$8.3M0.06%91,692CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$8.2M0.06%50,430CommonNONE
046353108AZNNASTRAZENECA PLC$8.0M0.06%104,642CommonNONE
464287465EFAISHARES TR$7.4M0.05%79,465CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$7.0M0.05%36,493CommonSOLE
770700102HOODROBINHOOD MKTS INC$6.9M0.05%48,438CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$6.4M0.04%549,135CommonNONE
22266T109CPNGCOUPANG INC$6.3M0.04%195,915CommonNONE
872590104TMUST-MOBILE US INC$6.0M0.04%25,169CommonSOLE
693718108PCARPACCAR INC$5.6M0.04%57,449CommonSOLE
863667101SYKSTRYKER CORPORATION$5.6M0.04%15,177CommonSOLE
G54950103LINLINDE PLC$5.5M0.04%11,608CommonNONE
17275R102CSCOCISCO SYS INC$5.3M0.04%76,738CommonSOLE
05964H105SANBANCO SANTANDER S.A.$5.2M0.04%500,176CommonNONE
26874R108EENI S P A$5.1M0.04%146,084CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.1M0.04%5,490CommonNONE
N3167Y103RACEFERRARI N V$5.0M0.04%10,301CommonNONE
46428Q109SLVISHARES SILVER TR$5.0M0.04%117,237CommonSOLE
500631106KEPKOREA ELEC PWR CORP$5.0M0.03%380,348CommonNONE
500767306KWEBKRANESHARES TRUST$4.7M0.03%112,539CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$4.7M0.03%189,623CommonNONE
G25508105CRHCRH PLC$4.6M0.03%38,027CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$4.5M0.03%214,828CommonNONE
03073E105CORCENCORA INC$4.5M0.03%14,351CommonNONE
020002101ALLALLSTATE CORP$4.5M0.03%20,895CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$4.5M0.03%82,736CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$4.4M0.03%45,110CommonNONE
G98239109XPXP INC$4.3M0.03%228,032CommonNONE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$4.1M0.03%451,089CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.1M0.03%25,137CommonNONE
89151E109TTENTOTALENERGIES SE$3.9M0.03%64,641CommonNONE
46090E103QQQINVESCO QQQ TR$3.8M0.03%6,303CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$3.8M0.03%24,506CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.7M0.03%1,586CommonNONE
02209S103MOALTRIA GROUP INC$3.7M0.03%55,809CommonNONE
501044101KRKROGER CO$3.6M0.03%53,434CommonSOLE
418056107HASHASBRO INC$3.6M0.03%47,378CommonNONE
68389X105ORCLORACLE CORP$3.6M0.03%12,641CommonNONE
25809K105DASHDOORDASH INC$3.4M0.02%12,577CommonNONE
M3760D101ESLTELBIT SYS LTD$3.4M0.02%6,627CommonNONE
771049103RBLXROBLOX CORP$3.3M0.02%24,090CommonNONE
03938L203MTARCELORMITTAL SA LUXEMBOURG$3.3M0.02%91,992CommonNONE
30231G102XOMEXXON MOBIL CORP$3.2M0.02%28,364CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$3.1M0.02%10,327CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$3.0M0.02%272,758CommonNONE
097023105BABOEING CO$3.0M0.02%13,859CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.7M0.02%3,935CommonNONE
74349Y753SHPROSHARES TR$2.7M0.02%73,583CommonSOLE
879382208TELFYTELEFONICA S A$2.6M0.02%518,993CommonNONE
G29183103ETNEATON CORP PLC$2.6M0.02%7,017CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.6M0.02%26,463CommonNONE
400501102OMABGRUPO AEROPORTUARIO DEL CENT$2.5M0.02%23,675CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$2.4M0.02%187,017CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2.2M0.02%8,000CommonSOLE
063671101BMOBANK MONTREAL QUE$2.2M0.02%16,805CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.1M0.01%6,088CommonSOLE
91332U101UUNITY SOFTWARE INC$2.0M0.01%49,069CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.0M0.01%10,740CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M0.01%3,840CommonSOLE
151290889CXCEMEX SAB DE CV$1.8M0.01%205,590CommonNONE
713448108PEPPEPSICO INC$1.8M0.01%12,964CommonSOLE
931142103WMTWALMART INC$1.8M0.01%17,274CommonSOLE
032108409DIVOAMPLIFY ETF TR$1.8M0.01%39,856CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$1.3M0.01%35,485CommonNONE
29084Q100EMEEMCOR GROUP INC$1.1M0.01%1,700CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$991,2220.01%37,589CommonSOLE
478160104JNJJOHNSON & JOHNSON$950,8440.01%5,128CommonSOLE
218937100CNRCORE NATURAL RESOURCES INC$776,3640.01%9,300CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$711,2670.01%14,492CommonNONE
701094104PHPARKER-HANNIFIN CORP$691,4330.00%912CommonSOLE
56585A102MPCMARATHON PETE CORP$583,4300.00%3,027CommonSOLE
907818108UNPUNION PAC CORP$538,9420.00%2,280CommonSOLE
369604301GEGE AEROSPACE$528,8750.00%1,758CommonSOLE
336433107FSLRFIRST SOLAR INC$441,0600.00%2,000CommonSOLE
244199105DEDEERE & CO$438,7020.00%959CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$437,3680.00%1,329CommonSOLE
65158N102NMRKNEWMARK GROUP INC$398,1960.00%21,351CommonNONE
16411R208LNGCHENIERE ENERGY INC$391,4770.00%1,666CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$324,6660.00%554CommonNONE
02079K107GOOGALPHABET INC$324,4090.00%1,332CommonSOLE
293594107ENVXENOVIX CORPORATION$314,0550.00%31,500CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$308,3410.00%1,530CommonSOLE
487836108KKELLANOVA$303,4740.00%3,700CommonSOLE
773121108RKLBROCKET LAB CORP$285,2080.00%5,953CommonNONE
14040H105COFCAPITAL ONE FINL CORP$276,3540.00%1,300CommonSOLE
857477103STTSTATE STR CORP$275,5240.00%2,375CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$269,7090.00%550CommonSOLE
36828A101GEVGE VERNOVA INC$269,3270.00%438CommonSOLE
032108524QDVOAMPLIFY ETF TR$267,2430.00%9,203CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$255,5240.00%9,701CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$243,0240.00%6,196CommonSOLE
172908105CTASCINTAS CORP$231,5330.00%1,128CommonSOLE
291011104EMREMERSON ELEC CO$209,8880.00%1,600CommonSOLE

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.