Institutional manager
Capital Wealth Planning, LLC
Holds positions in 84 of the S&P 500, worth $16.4bn as reported for the quarter ended 31-mar-2026.
Positions held84of 488 index companies covered
Reported value$16.4bnS&P 500 positions only
Top ten weight51%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 84 held. The rest are smaller than every one of these.
MicrosoftMSFT2.5m$928mInformation TechnologyGoldman SachsGS1.1m$903mFinancialsApple Inc.AAPL3.6m$902mInformation TechnologyRTX CorporationRTX4.6m$889mIndustrialsJPMorgan ChaseJPM2.9m$845mFinancialsCaterpillar Inc.CAT1.2m$840mIndustrialsChevron CorporationCVX3.9m$800mEnergyAmerican ExpressAXP2.6m$795mFinancialsTJX CompaniesTJX4.7m$744mConsumer DiscretionaryHome Depot (The)HD2.2m$720mConsumer DiscretionaryVisa Inc.V2.3m$708mFinancialsCME GroupCME2.3m$676mFinancialsMcDonald'sMCD2.1m$665mConsumer DiscretionaryAmgenAMGN1.9m$652mHealth CareIBMIBM2.6m$642mInformation TechnologyWalmartWMT5.2m$641mConsumer StaplesMerck & Co.MRK4.5m$543mHealth CareState Street CorporationSTT4.2m$422mFinancialsMarathon PetroleumMPC1.6m$401mEnergyFedExFDX1.1m$381mIndustrialsCoca-Cola Company (The)KO4.8m$364mConsumer StaplesDuke EnergyDUK2.7m$359mUtilitiesMedtronicMDT3.5m$305mHealth CareNorfolk SouthernNSC898,374$258mIndustrialsVerizonVZ3.8m$190mCommunication ServicesNvidiaNVDA581,100$101mInformation TechnologyFastenalFAST1.7m$79mIndustrialsAlphabet Inc. (Class A)GOOGL245,570$71mCommunication ServicesInvescoIVZ122,186$71mFinancialsAmazonAMZN238,800$50mConsumer DiscretionaryMeta PlatformsMETA79,960$46mCommunication ServicesBroadcomAVGO116,726$36mInformation TechnologyTesla, Inc.TSLA92,652$34mConsumer DiscretionaryLilly (Eli)LLY30,812$28mHealth CareNetflixNFLX249,760$24mCommunication ServicesAdvanced Micro DevicesAMD91,404$19mInformation TechnologyMicron TechnologyMU49,752$17mInformation TechnologyCiscoCSCO213,354$17mInformation TechnologyCostcoCOST16,042$16mConsumer StaplesRaymond James FinancialRJF94,260$14mFinancialsAbbVieABBV57,056$12mHealth CarePalantir TechnologiesPLTR78,607$11mInformation TechnologyLam ResearchLRCX52,326$11mInformation TechnologyT-Mobile USTMUS48,848$10mCommunication ServicesIntuitINTU20,684$9mInformation TechnologyAllstateALL42,796$9mFinancialsHasbroHAS93,580$9mConsumer DiscretionaryLinde plcLIN17,001$8mMaterialsCencoraCOR26,427$8mHealth CareAltriaMO124,344$8mConsumer StaplesApplied MaterialsAMAT23,753$8mInformation TechnologyIntelINTC182,751$8mInformation TechnologyQuest DiagnosticsDGX36,994$7mHealth CareExelonEXC139,497$7mUtilitiesEaton CorporationETN18,798$7mIndustrialsPaccarPCAR57,924$7mIndustrialsSteel DynamicsSTLD37,143$7mMaterialsPalo Alto NetworksPANW41,593$7mInformation TechnologySchlumbergerSLB128,505$7mEnergyCRH plcCRH49,958$5mMaterials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.