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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 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XMMO INVESCO EXCHANGE TRADED FD T 1,800.0 $306K 0.14% $170.14 -2.2%
82 UNH UNITEDHEALTH GROUP INC Healthcare 729.0 $303K 0.14% -153.0 -17.4% $415.63 -4.8%
83 LLY ELI LILLY & CO Healthcare 243.0 $291K 0.14% $1197.25 -1.0%
84 VST VISTRA CORP Utilities 1,778.0 $282K 0.13% NEW $158.64 -7.9%
85 TSLA TESLA INC Consumer Cyclical 655.0 $275K 0.13% NEW $420.60 -19.3%
86 MPC MARATHON PETE CORP Energy 1,047.0 $268K 0.12% -490.0 -31.9% $255.67 +40.1%
87 JNJ JOHNSON & JOHNSON Healthcare 1,053.0 $267K 0.12% $253.97 +3.3%
88 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 523.0 $250K 0.12% NEW $477.57 -9.8%
89 EWG ISHARES INC 5,945.0 $246K 0.11% -464.0 -7.2% $41.37 +6.3%
90 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 16,470.0 $239K 0.11% $14.54 +0.5%
91 NVR NVR INC Consumer Cyclical 35.0 $238K 0.11% $6813.40 -7.6%
92 CSCO CISCO SYS INC Technology 2,023.0 $238K 0.11% NEW $117.46 -3.9%
93 JEPI J P MORGAN EXCHANGE TRADED F 4,180.0 $236K 0.11% NEW $56.48 +2.3%
94 XBI SPDR SERIES TRUST 1,490.0 $236K 0.11% NEW $158.25 +0.8%
95 FPX FIRST TR EXCHANGE-TRADED FD 1,105.0 $228K 0.11% NEW $206.18 -6.1%
96 GGG GRACO INC Industrials 2,960.0 $224K 0.10% $75.61 +7.9%
97 GS GOLDMAN SACHS GROUP INC Financial Services 211.0 $213K 0.10% NEW $1011.58 +3.9%
98 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 19,396.0 $188K 0.09% -157.0 -0.8% $9.68 -4.6%
99 MSTR CALL STRATEGY INC Technology 400.0 $35K 0.02% -3K -86.7% $86.93 +12.4%
Page 5 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%