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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 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XME SPDR SERIES TRUST 17,715.0 $1.9M 0.86% -697.0 -3.8% $108.01 +13.3%
22 AMZN AMAZON COM INC Consumer Cyclical 8,266.0 $1.7M 0.78% -526.0 -6.0% $208.27 +25.9%
23 URNM SPROTT FDS TR 24,811.0 $1.6M 0.71% $63.15 -3.9%
24 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 286,312.0 $1.5M 0.69% -364K -56.0% $5.32 -2.2%
25 ICSH ISHARES TR 29,945.0 $1.5M 0.69% +1K +4.5% $50.62 -0.1%
26 XLE SELECT SECTOR SPDR TR 23,420.0 $1.4M 0.65% +4K +20.5% $61.33 -4.9%
27 MSFT MICROSOFT CORP Technology 3,752.0 $1.4M 0.63% +134.0 +3.7% $370.19 +11.7%
28 IDV ISHARES TR 28,952.0 $1.2M 0.56% -4K -11.9% $42.56 +5.9%
29 LII LENNOX INTL INC Industrials 2,550.0 $1.2M 0.54% $464.13 +8.5%
30 GSY INVESCO ACTIVELY MANAGED EXC 22,960.0 $1.2M 0.52% -321.0 -1.4% $50.12 -0.0%
31 VXUS VANGUARD STAR FDS 14,780.0 $1.1M 0.52% $77.11 +11.4%
32 AVUV AMERICAN CENTY ETF TR 8,612.0 $951K 0.43% $110.47 +9.4%
33 BITB BITWISE BITCOIN ETF TR Financial Services 25,649.0 $944K 0.43% +8K +48.9% $36.81 +11.8%
34 AIRR FIRST TR EXCHANGE TRADED FD 7,543.0 $836K 0.38% $110.78 +15.5%
35 CTVA CORTEVA INC Basic Materials 9,500.0 $795K 0.36% NEW $83.71 -5.0%
36 NVDA NVIDIA CORPORATION Technology 4,471.0 $780K 0.35% -3K -38.5% $174.40 +22.5%
37 XOM EXXON MOBIL CORP Energy 4,313.0 $732K 0.33% $169.65 -11.3%
38 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.33% $718140.00
39 URA GLOBAL X FDS 14,429.0 $699K 0.32% NEW $48.43 +5.0%
40 BND VANGUARD BD INDEX FDS 9,433.0 $695K 0.31% +112.0 +1.2% $73.64 -0.7%
Page 2 of 5  ·  93 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%