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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 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTGC FIRST TR EXCHANGE TRAD FD VI 14,665.0 $396K 0.18% -487.0 -3.2% $27.00 +11.2%
22 SGOL ETFS GOLD TR Financial Services 9,594.0 $367K 0.17% -123.0 -1.3% $38.23 +10.1%
23 RSP INVESCO EXCHANGE TRADED FD T 1,541.0 $328K 0.15% -26.0 -1.7% $212.84 +3.7%
24 UNH UNITEDHEALTH GROUP INC Healthcare 729.0 $303K 0.14% -153.0 -17.4% $415.63 -4.8%
25 MPC MARATHON PETE CORP Energy 1,047.0 $268K 0.12% -490.0 -31.9% $255.67 +40.1%
26 EWG ISHARES INC 5,945.0 $246K 0.11% -464.0 -7.2% $41.37 +6.3%
27 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 19,396.0 $188K 0.09% -157.0 -0.8% $9.68 -4.6%
28 MSTR CALL STRATEGY INC Technology 400.0 $35K 0.02% -3K -86.7% $86.93 +12.4%
Page 2 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%