Universe · entity
CAPITAL WEALTH MANAGEMENT, LLC
Institutional manager (13F) · CIK 1730456
13F holdings · as of 2026-03-31 · top 34 · reported portfolio $370M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $37M | 83,913 |
| 2 | SPDR SERIES TRUST | $35M | 1,170,745 |
| 3 | VANGUARD INDEX FDS | $31M | 159,481 |
| 4 | SPDR INDEX SHS FDS | $30M | 357,891 |
| 5 | FIDELITY MERRIMACK STR TR | $29M | 625,513 |
| 6 | SCHWAB STRATEGIC TR | $23M | 463,396 |
| 7 | ISHARES TR | $23M | 571,113 |
| 8 | WISDOMTREE TR | $21M | 442,405 |
| 9 | SPDR INDEX SHS FDS | $20M | 430,690 |
| 10 | VANGUARD INDEX FDS | $18M | 82,391 |
| 11 | ISHARES TR | $18M | 226,883 |
| 12 | SCHWAB STRATEGIC TR | $16M | 532,783 |
| 13 | SELECT SECTOR SPDR TR | $15M | 362,757 |
| 14 | SPDR SERIES TRUST | $8M | 97,552 |
| 15 | STATE STR SPDR S&P 500 ETF T | $8M | 12,576 |
| 16 | INNOVATOR ETFS TRUST | $8M | 213,581 |
| 17 | ISHARES TR | $7M | 243,797 |
| 18 | VANGUARD INDEX FDS | $6M | 10,513 |
| 19 | ISHARES TR | $5M | 52,391 |
| 20 | SPDR SERIES TRUST | $2M | 80,570 |
| 21 | VANGUARD ADMIRAL FDS INC | $2M | 16,036 |
| 22 | TCW ETF TRUST | $1M | 15,143 |
| 23 | INVESCO QQQ TR | $1M | 2,060 |
| 24 | SPDR SERIES TRUST | $1M | 60,724 |
| 25 | SPDR SERIES TRUST | $1M | 49,114 |
| 26 | ISHARES TR | $1M | 21,039 |
| 27 | HASBRO INC | $423k | 4,517 |
| 28 | ISHARES INC | $371k | 5,318 |
| 29 | VANECK ETF TRUST | $348k | 14,535 |
| 30 | ISHARES TR | $308k | 4,554 |
| 31 | ISHARES TR | $242k | 370 |
| 32 | MICROSOFT CORP | $235k | 635 |
| 33 | HOME DEPOT INC | $216k | 657 |
| 34 | EA SERIES TRUST | $160k | 10,825 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.