Current Market Value 12,681,453,689
Current Holdings 140
Most Recent File Date 2025-08-07
Total Filings on Record 51
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Capital Wealth Planning, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-07 2025-06-30 13F-HR 140 12,681,454
2025-05-12 2025-03-31 13F-HR 142 18,273,304
2025-02-05 2024-12-31 13F-HR 132 10,812,898
2024-11-12 2024-09-30 13F-HR 144 10,718,385
2024-08-09 2024-06-30 13F-HR 128 9,542,357
2024-05-07 2024-03-31 13F-HR 138 9,353,602
2024-02-08 2023-12-31 13F-HR 138 8,734,598
2023-11-06 2023-09-30 13F-HR 136 8,133,858
2023-08-04 2023-06-30 13F-HR 132 8,103,504
2023-05-04 2023-03-31 13F-HR 136 7,393,440
2023-02-03 2022-12-31 13F-HR 106 6,838,398
2022-11-09 2022-09-30 13F-HR 86 5,482,296
2022-08-08 2022-06-30 13F-HR 78 5,106,392
2022-05-11 2022-03-31 13F-HR 91 4,949,624
2022-02-04 2021-12-31 13F-HR 106 4,512,276
2021-11-03 2021-09-30 13F-HR 109 3,636,549
2021-08-03 2021-06-30 13F-HR 129 3,558,182
2021-04-19 2021-03-31 13F-HR 132 3,062,341
2021-01-25 2020-12-31 13F-HR 110 2,594,907
2020-11-10 2020-09-30 13F-HR 99 2,019,637
2020-08-14 2020-06-30 13F-HR 100 1,754,391
2020-04-30 2020-03-31 13F-HR 236 1,588,059
2020-02-26 2019-12-31 13F-HR 187 1,691,859
2019-11-12 2019-09-30 13F-HR 262 1,575,278
2019-08-02 2019-06-30 13F-HR 261 1,378,959
2019-05-14 2019-03-31 13F-HR 116 152,555
2019-02-12 2018-12-31 13F-HR 93 150,772
2018-11-13 2018-09-30 13F-HR 103 146,537
2018-08-13 2018-06-30 13F-HR 89 143,660
2018-05-15 2018-03-31 13F-HR 233 143,884
2018-02-14 2017-12-31 13F-HR 111 72,548
2017-11-15 2017-09-30 13F-HR 156 126,950
2017-08-10 2017-06-30 13F-HR 116 624,637
2017-05-10 2017-03-31 13F-HR 95 118,424
2017-02-15 2016-12-31 13F-HR 116 113,134
2016-11-15 2016-09-30 13F-HR 85 129,518
2016-08-12 2016-06-30 13F-HR 94 132,680
2016-05-12 2016-03-31 13F-HR 93 139,073
2016-02-12 2015-12-31 13F-HR 101 108,957
2015-11-13 2015-09-30 13F-HR 103 125,477
2015-08-13 2015-06-30 13F-HR 122 167,515
2015-05-13 2015-03-31 13F-HR 128 191,973
2015-02-13 2014-12-31 13F-HR/A 1 R 131 214,421
2015-02-13 2014-12-31 13F-HR 66 82,778
2014-11-17 2014-09-30 13F-HR 142 246,555
2014-08-20 2014-06-30 13F-HR 156 270,486
2014-05-16 2014-03-31 13F-HR 122 232,259
2014-02-10 2013-12-31 13F-HR 66 82,778
2013-11-14 2013-09-30 13F-HR 151 222,198
2013-11-14 2013-06-30 13F-HR 79 127,313
2013-07-31 2013-03-31 13F-HR 5 49,370