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Portfolio (Quarterly) Guide ↗

Capital Wealth Alliance, LLC

· CIK 0001803277
13F Portfolio $215M AUM 99 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 30 Added 28 Reduced 6 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 2,233,141.0 $42.1M 19.55% +13K +0.6% $18.86 +14.0%
2 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 967,562.0 $29.2M 13.55% +11K +1.1% $30.17 +11.4%
3 BIL SPDR SERIES TRUST 144,956.0 $13.3M 6.17% +2K +1.2% $91.64 -0.1%
4 MSTR STRATEGY INC Technology 53,147.0 $4.6M 2.14% +2K +3.1% $86.93 +12.4%
5 ITA ISHARES TR 16,946.0 $4.1M 1.91% +2K +11.5% $242.42 +3.6%
6 GDX VANECK ETF TRUST 53,144.0 $4.0M 1.86% +683.0 +1.3% $75.47 +21.7%
7 IBIT ISHARES BITCOIN TRUST ETF Financial Services 103,881.0 $3.5M 1.60% +7K +7.4% $33.29 +9.4%
8 URNM SPROTT FDS TR 43,195.0 $2.3M 1.05% +18K +74.1% $52.59 +5.6%
9 AMZN AMAZON COM INC Consumer Cyclical 8,464.0 $2.0M 0.94% +198.0 +2.4% $238.34 +9.6%
10 NVDA NVIDIA CORPORATION Technology 8,149.0 $1.6M 0.76% +4K +82.3% $200.09 +12.5%
11 MSFT MICROSOFT CORP Technology 4,063.0 $1.5M 0.70% +311.0 +8.3% $372.98 +28.8%
12 VXUS VANGUARD STAR FDS 16,433.0 $1.4M 0.65% +2K +11.2% $85.49 +2.8%
13 XLE SELECT SECTOR SPDR TR 24,086.0 $1.3M 0.59% +666.0 +2.8% $53.16 +17.7%
14 IDV ISHARES TR 29,136.0 $1.2M 0.56% +184.0 +0.6% $41.43 +7.7%
15 AVGO BROADCOM INC Technology 3,128.0 $1.2M 0.55% +2K +111.9% $377.77 +3.9%
16 AVUV AMERICAN CENTY ETF TR 8,829.0 $1.1M 0.51% +217.0 +2.5% $124.76 +2.8%
17 CEG CONSTELLATION ENERGY CORP Utilities 4,243.0 $1.1M 0.49% +2K +85.2% $248.40 +12.0%
18 SPYI NEOS ETF TRUST 17,880.0 $949K 0.44% +7K +58.5% $53.09 +2.2%
19 GE GE AEROSPACE Industrials 2,404.0 $898K 0.42% +317.0 +15.2% $373.73 -1.2%
20 EWT ISHARES INC 7,814.0 $849K 0.39% +208.0 +2.7% $108.61 -0.7%
Page 1 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 83.1%
Technology 8.3%
Industrials 2.6%
Consumer Cyclical 2.1%
Utilities 1.0%
Energy 0.9%
Healthcare 0.7%
Basic Materials 0.6%
Communication Services 0.4%
Consumer Defensive 0.4%