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Robert D. Wong

Capital Wealth Alliance, Llc

Assets Managed
$221.272M
Holdings
92
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
-5.46%(2Q avg: 5.44%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Wealth Alliance, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Capital Wealth Alliance, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 221.272M in assets, with a quarterly growth rate of -5.46% and a 2-quarter average growth rate of 5.44%. The portfolio is managed by Robert D. Wong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PSLV
Sprott Physical Silver Trust
Recent Activity
Decreased -0.17%
24.45%
$54.082M
2.22M shares@ $24.37 avg price
PHYS
Sprott Physical Gold Trust
Recent Activity
Increased 0.26%
15.31%
$33.876M
956,566 shares@ $35.42 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 10.08%
5.94%
$13.126M
143,229 shares@ $91.65 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Increased 5.55%
3.09%
$6.83M
134,910 shares@ $50.63 avg price
MSTR
Microstrategy Inc-cl A
Recent Activity
Increased 7.04%
3.08%
$6.809M
54,559 shares@ $124.8 avg price
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Decreased -0.06%
2.99%
$6.61M
146,727 shares@ $45.05 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Increased 2.04%
2.8%
$6.189M
56,064 shares@ $110.4 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.14%
2.72%
$5.998M
12,517 shares@ $479.2 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -10.99%
2.45%
$5.421M
9,072 shares@ $597.55 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -0.23%
2.17%
$4.785M
52,461 shares@ $91.21 avg price

1-10 of 92