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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  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TFLO ISHARES TR 126,484.0 $6.4M 2.97% -8K -6.2% $50.63 -0.1%
2 BERKSHIRE HATHAWAY INC DEL 12,376.0 $6.2M 2.87% -141.0 -1.1% $500.39
3 VOO VANGUARD INDEX FDS 8,990.0 $6.2M 2.87% -82.0 -0.9% $686.79 +3.4%
4 SHV ISHARES TR 51,639.0 $5.7M 2.65% -4K -7.9% $110.35 -0.1%
5 QQQ INVESCO QQQ TR Financial Services 6,664.0 $4.9M 2.28% -153.0 -2.2% $736.18 -0.9%
6 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 117,942.0 $3.1M 1.46% -27K -18.8% $26.66 +5.6%
7 PDBA INVESCO ACTVELY MNGD ETC FD 81,682.0 $2.9M 1.35% -6K -6.9% $35.62 +5.3%
8 VDE VANGUARD WORLD FD 14,695.0 $2.2M 1.02% -975.0 -6.2% $150.13 +17.6%
9 XME SPDR SERIES TRUST 17,426.0 $1.9M 0.86% -289.0 -1.6% $106.93 +10.4%
10 ICSH ISHARES TR 29,668.0 $1.5M 0.70% -277.0 -0.9% $50.58 -0.1%
11 GSY INVESCO ACTIVELY MANAGED EXC 19,968.0 $1.0M 0.47% -3K -13.0% $50.15 +0.2%
12 IGM ISHARES TR 4,559.0 $746K 0.35% -54.0 -1.2% $163.58 +0.4%
13 VGSH VANGUARD SCOTTSDALE FDS 11,262.0 $655K 0.30% -413.0 -3.5% $58.20 -0.1%
14 XOM EXXON MOBIL CORP Energy 4,270.0 $584K 0.27% -43.0 -1.0% $136.72 +18.1%
15 VIG VANGUARD SPECIALIZED FUNDS 2,451.0 $580K 0.27% -14.0 -0.6% $236.62 +3.3%
16 SMH VANECK ETF TRUST 863.0 $566K 0.26% -193.0 -18.3% $655.89 -9.4%
17 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 505.0 $472K 0.22% -7.0 -1.4% $935.47 +1.9%
18 PIO INVESCO EXCH TRADED FD TR II 9,725.0 $437K 0.20% -522.0 -5.1% $44.97 -0.7%
19 XLG INVESCO EXCHANGE TRADED FD T 6,614.0 $405K 0.19% -308.0 -4.5% $61.23 +2.7%
20 SGDM SPROTT ETF TRUST 6,376.0 $401K 0.19% -50.0 -0.8% $62.87 +22.2%
Page 1 of 2  ·  28 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%