Capital Wealth Planning, LLC
•CIK: 1566728•Filing: Q4 2025
Capital Wealth Planning, LLC, managed by the seasoned team of John C. Bogle and his successors, maintains a diversified portfolio with a focus on large-cap stocks, currently holding significant positions in GS, AXP, and AAPL. Recently, the fund has made notable moves by adding WMT and BMO, with BMO seeing a substantial increase of 485%, while exiting CPNG and transitioning from CIB1N to CIB.
Total AUM
$15.4B
QoQ Performance
+8.9%
Positions
151
Top 10 Concentration
50.4%
Latest Filing
Q4 2025
Top Holdings Allocation
GS
AXP
AAPL
JPM
RTX
MSFT
GS5.4%
AXP5.2%
AAPL5.2%
JPM5.1%
RTX5.1%
MSFT5.1%
CAT4.9%
V4.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other24.8%
Financial21.7%
Technology19.6%
Consumer11.2%
Industrial10.1%
Healthcare6.7%
Utilities2.0%
Consumer Staples2.0%
🚪 Exited Positionssold since Q3 2025
+19 more exited positions
Changes from Q3 2025
NEW27 new positions
↑87 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023