account_balance
Investment manager · 13F filer · SEC CIK 1730456
Capital Wealth Management, LLC
Reported value$439Mas of Sep 30, 2026
Positions40 4 new, 3 sold out
Top 10 weight68.9%VUG alone is 11%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
10.8%
SPSBSPDR Series Trust
8.9%Added +7%
VTVVanguard Index FDS
8.3%Added +3%
NANRSPDR Index SHS FDS
7.0%Added +3%
FNDFSchwab Strategic Tr
6.1%Added +5%
HSCZiShares Tr
6.0%Added +4%
IMCGiShares Tr
5.6%Added +7%
IHDGWisdomtree Tr
5.5%Added +3%
FBNDFidelity Merrimack STR Tr
5.5%Trimmed −16%
SPEMSPDR Index SHS FDS
5.2%
VBRVanguard Index FDS
5.2%Added +17%
SCHGSchwab Strategic Tr
4.5%
VUGVanguard Index FDS
10.8%
SPSBSPDR Series Trust
8.9%
VTVVanguard Index FDS
8.3%
NANRSPDR Index SHS FDS
7.0%+3%
FNDFSchwab Strategic Tr
6.1%+5%
HSCZiShares Tr
6.0%+4%
IMCGiShares Tr
5.6%
IHDGWisdomtree Tr
5.5%
FBNDFidelity Merrimack STR Tr
5.5%
SPEMSPDR Index SHS FDS
5.2%
VBRVanguard Index FDS
5.2%
SCHGSchwab Strategic Tr
4.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 10.8% Held
SPSB SPDR Series Trust 8.9% Added +7%
VTV Vanguard Index FDS 8.3% Added +3%
NANR SPDR Index SHS FDS 7.0% Added +3%
FNDF Schwab Strategic Tr 6.1% Added +5%
HSCZ iShares Tr 6.0% Added +4%
IMCG iShares Tr 5.6% Added +7%
IHDG Wisdomtree Tr 5.5% Added +3%
FBND Fidelity Merrimack STR Tr 5.5% Trimmed −16%
SPEM SPDR Index SHS FDS 5.2% Held
VBR Vanguard Index FDS 5.2% Added +17%
SCHG Schwab Strategic Tr 4.5% Held
What changed
Biggest moves since Jun 30, 2026
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