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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 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VDE VANGUARD WORLD FD 14,695.0 $2.2M 1.02% -975.0 -6.2% $150.13 +17.6%
22 SLVP ISHARES INC 69,871.0 $2.2M 1.00% $30.83 +21.7%
23 AMZN AMAZON COM INC Consumer Cyclical 8,464.0 $2.0M 0.94% +198.0 +2.4% $238.34 +9.6%
24 XME SPDR SERIES TRUST 17,426.0 $1.9M 0.86% -289.0 -1.6% $106.93 +10.4%
25 NVDA NVIDIA CORPORATION Technology 8,149.0 $1.6M 0.76% +4K +82.3% $200.09 +12.5%
26 MSFT MICROSOFT CORP Technology 4,063.0 $1.5M 0.70% +311.0 +8.3% $372.98 +28.8%
27 ICSH ISHARES TR 29,668.0 $1.5M 0.70% -277.0 -0.9% $50.58 -0.1%
28 LII LENNOX INTL INC Industrials 2,550.0 $1.5M 0.68% $572.95 -27.4%
29 VXUS VANGUARD STAR FDS 16,433.0 $1.4M 0.65% +2K +11.2% $85.49 +2.8%
30 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 287,229.0 $1.4M 0.65% $4.84 +11.6%
31 XLE SELECT SECTOR SPDR TR 24,086.0 $1.3M 0.59% +666.0 +2.8% $53.16 +17.7%
32 IDV ISHARES TR 29,136.0 $1.2M 0.56% +184.0 +0.6% $41.43 +7.7%
33 AVGO BROADCOM INC Technology 3,128.0 $1.2M 0.55% +2K +111.9% $377.77 +3.9%
34 AVUV AMERICAN CENTY ETF TR 8,829.0 $1.1M 0.51% +217.0 +2.5% $124.76 +2.8%
35 CEG CONSTELLATION ENERGY CORP Utilities 4,243.0 $1.1M 0.49% +2K +85.2% $248.40 +12.0%
36 AIRR FIRST TR EXCHANGE TRADED FD 7,543.0 $1.0M 0.47% $133.25 -6.3%
37 GSY INVESCO ACTIVELY MANAGED EXC 19,968.0 $1.0M 0.47% -3K -13.0% $50.15 +0.2%
38 SPYI NEOS ETF TRUST 17,880.0 $949K 0.44% +7K +58.5% $53.09 +2.2%
39 GE GE AEROSPACE Industrials 2,404.0 $898K 0.42% +317.0 +15.2% $373.73 -1.2%
40 EWT ISHARES INC 7,814.0 $849K 0.39% +208.0 +2.7% $108.61 -0.7%
Page 2 of 5  ·  99 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%