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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 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GGG GRACO INC Industrials 2,960.0 $251K 0.11% -1K -26.3% $84.65 -9.8%
82 UNH UNITEDHEALTH GROUP INC Healthcare 882.0 $239K 0.11% $270.59 +39.3%
83 NVR NVR INC Consumer Cyclical 35.0 $231K 0.10% $6589.83 -8.3%
84 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 16,470.0 $227K 0.10% $13.79 +8.0%
85 PG PROCTER & GAMBLE CO Consumer Defensive 1,572.0 $227K 0.10% $144.44 -1.0%
86 LLY ELI LILLY & CO Healthcare 242.0 $223K 0.10% $920.74 +15.6%
87 FXD FIRST TR EXCHANGE-TRADED FD 3,256.0 $208K 0.09% $64.02 +4.4%
88 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,150.0 $207K 0.09% $96.47 +2.4%
89 AMT AMERICAN TOWER CORP Real Estate 1,196.0 $206K 0.09% -550.0 -31.5% $172.58 +7.2%
90 AMD ADVANCED MICRO DEVICES INC Technology 1,010.0 $205K 0.09% $203.43 +147.7%
91 RKLB ROCKET LAB CORP Industrials 3,138.0 $202K 0.09% $64.22 +123.0%
92 MRVL MARVELL TECHNOLOGY INC Technology 2,022.0 $200K 0.09% NEW $99.05 +110.3%
93 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 19,553.0 $134K 0.06% +1K +6.1% $6.87 +45.6%
Page 5 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%