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Portfolio (Quarterly) Guide ↗

Capital Wealth Alliance, LLC

· CIK 0001803277
13F Portfolio $221M AUM 93 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 23 Added 29 Reduced 2 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OEF ISHARES TR 1,284.0 $408K 0.18% -8.0 -0.6% $318.07 +17.4%
22 SMH VANECK ETF TRUST 1,056.0 $405K 0.18% -2K -68.5% $383.40 +57.1%
23 XLG INVESCO EXCHANGE TRADED FD T 6,922.0 $378K 0.17% -13K -64.5% $54.55 +16.6%
24 GOOGL ALPHABET INC Communication Services 1,256.0 $361K 0.16% -116.0 -8.4% $287.60 +35.2%
25 PSI INVESCO EXCHANGE TRADED FD T 3,498.0 $330K 0.15% -24.0 -0.7% $94.38 +71.3%
26 RSP INVESCO EXCHANGE TRADED FD T 1,567.0 $299K 0.14% -41.0 -2.5% $191.01 +8.7%
27 EWG ISHARES INC 6,409.0 $254K 0.12% -215.0 -3.2% $39.67 +10.3%
28 GGG GRACO INC Industrials 2,960.0 $251K 0.11% -1K -26.3% $84.65 -9.8%
29 AMT AMERICAN TOWER CORP Real Estate 1,196.0 $206K 0.09% -550.0 -31.5% $172.58 +7.2%
Page 2 of 2  ·  29 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 86.0%
Technology 6.9%
Industrials 1.9%
Consumer Cyclical 1.5%
Energy 1.1%
Consumer Defensive 0.7%
Basic Materials 0.6%
Utilities 0.5%
Healthcare 0.5%
Communication Services 0.3%