Capital Wealth Alliance, LLC has filed a Form 13F-HR reporting its equity holdings as of September 30, 2026. The filing lists Robert D. Wong, the firm's Managing Partner and Chief Compliance Officer, as the authorized signatory. The firm's principal place of business is located in Scottsdale, Arizona.
The firm's portfolio is diversified across a wide range of sectors, including technology, healthcare, energy, and precious metals. Major positions include shares of NVIDIA Corporation, Microsoft Corporation, and Broadcom Inc. In the healthcare sector, Eli Lilly & Co. is held, alongside Johnson & Johnson. The firm also holds significant exposure to the energy sector through holdings in Chevron Corporation, ExxonMobil Holdings Corp., and Constellation Energy Corp.
Capital Wealth Alliance has a notable allocation to precious metals and mining. The firm holds the iShares Bitcoin Trust ETF, the iShares Ethereum Trust, and various physical gold and silver trusts, including those managed by Sprott Asset Management and GraniteShares. Additionally, the portfolio includes several exchange-traded funds (ETFs) that track global indices, such as the iShares MSCI Emerging Markets ETF and the Vanguard S&P 500 ETF Shares.
