Capital Wealth Management, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 27, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's Chief Investment Officer as Lawrence F. Dooley, Jr., and provides a detailed list of securities held in the portfolio.
The portfolio consists of 40 individual equity positions. The top holdings include Alphabet Inc. Class A stock, held in 594 shares, and Microsoft Corporation, held in 635 shares. The firm also holds significant positions in various exchange-traded funds (ETFs), including the Fidelity Merrimack Strategic Trust Total Bond ETF, the Invesco QQQ Trust Unit Series 1, and the iShares Core S&P 500 ETF.
The filing indicates that all positions were held as of the report date, with no changes reported during the period covered by the disclosure.
