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Ryan Carney

Capital Wealth Planning, Llc

Assets Managed
$18.134B
Holdings
151
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
17.4%(2Q avg: 13.14%)
Sustained Growth
24 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Wealth Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 151 positions.

Assets under management

The assets under management (AUM) of Capital Wealth Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 24 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 18.134B in assets, with a quarterly growth rate of 17.4% and a 2-quarter average growth rate of 13.14%. The portfolio is managed by Ryan Carney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Increased 52.06%
5.12%
$928.24M
2.508M shares@ $370.18 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Increased 14.06%
4.99%
$903.087M
1.067M shares@ $845.99 avg price
AAPL
Apple Inc
Recent Activity
Increased 21%
4.98%
$901.867M
3.554M shares@ $253.79 avg price
RTX
Rtx Corp
Recent Activity
Increased 7.41%
4.91%
$888.868M
4.608M shares@ $192.9 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 16.99%
4.67%
$845.143M
2.873M shares@ $294.16 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -9.4%
4.64%
$840.301M
1.186M shares@ $708.46 avg price
CVX
Chevron Corp
Recent Activity
Increased 40.87%
4.42%
$799.775M
3.866M shares@ $206.9 avg price
AXP
American Express Co
Recent Activity
Increased 22.17%
4.39%
$795.476M
2.63M shares@ $302.48 avg price
TJX
Tjx Companies Inc
Recent Activity
Increased 14.01%
4.11%
$743.704M
4.657M shares@ $159.7 avg price
HD
Home Depot Inc
Recent Activity
Increased 18.08%
3.98%
$719.983M
2.189M shares@ $328.9 avg price

1-10 of 151