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Capital Wealth Alliance, LLC

Q3 2025 · 13F-HR

Capital Wealth Alliance, LLCholdings as filed

Filed 2025-11-03 · accession 0001172661-25-004532

$201.2M
Reported value
76
Positions
2025-09-30
Period end
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The Brief · Capital Wealth Alliance, LLC · Q3 2025

AI · grounded in 13F

Capital Wealth Alliance, LLC established a new position in PSLV valued at $38.66M. The fund also initiated new holdings in PHYS for $28.92M and MSTR for $14.40M. Additional new positions include BIL, TFLO, and SHV.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
85207K107PSLVSPROTT ASSET MANAGEMENT LP$38.7M19.2%2,462,498CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$28.9M14.4%976,531CommonNONE
594972408MSTRSTRATEGY INC$14.4M7.16%44,700CommonNONE
78468R663BILSPDR SERIES TRUST$10.6M5.28%115,815CommonNONE
46434V860TFLOISHARES TR$7.0M3.47%138,014CommonNONE
464288679SHVISHARES TR$6.6M3.28%59,689CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.5M3.23%12,918CommonNONE
922908363VOOVANGUARD INDEX FDS$5.7M2.84%9,319CommonNONE
921078101OUNZVANECK MERK GOLD ETF$5.5M2.73%147,569CommonNONE
46090E103QQQINVESCO QQQ TR$5.5M2.71%9,080CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.0M2.47%7,463CommonNONE
92189F106GDXVANECK ETF TRUST$4.7M2.36%62,075CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$4.7M2.32%71,963CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$4.6M2.31%173,483CommonNONE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$4.2M2.10%118,420CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$4.0M2.00%8,689CommonNONE
36465E101GNTGAMCO NAT RES GOLD & INCOME$2.6M1.28%365,571CommonNONE
464286327SLVPISHARES INC$2.0M0.97%71,516CommonNONE
78464A755XMESPDR SERIES TRUST$1.7M0.86%18,537CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$1.7M0.84%27,188CommonNONE
92204A306VDEVANGUARD WORLD FD$1.6M0.80%12,865CommonNONE
36465A109GGNGAMCO GLOBAL GOLD NAT RES &$1.5M0.75%291,130CommonNONE
46434V878ICSHISHARES TR$1.5M0.74%29,515CommonNONE
85208P303URNMSPROTT FDS TR$1.5M0.74%24,482CommonNONE
526107107LIILENNOX INTL INC$1.4M0.70%2,650CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.64%5,907CommonNONE
594918104MSFTMICROSOFT CORP$1.2M0.62%2,402CommonNONE
464288448IDVISHARES TR$1.2M0.61%33,705CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$1.2M0.61%24,340CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.1M0.54%18,765CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.51%1,105CommonNONE
46138E651PIOINVESCO EXCH TRADED FD TR II$927,1700.46%20,652CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$909,5320.45%10,168CommonNONE
921909768VXUSVANGUARD STAR FDS$907,3040.45%12,351CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$903,4340.45%9,077CommonNONE
92189F676SMHVANECK ETF TRUST$854,7370.42%2,619CommonNONE
464287614IWFISHARES TR$843,1380.42%1,800CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$764,0620.38%7,903CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,2000.37%1CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$622,1230.31%2,883CommonNONE
67066G104NVDANVIDIA CORPORATION$602,4700.30%3,229CommonNONE
464287549IGMISHARES TR$591,4610.29%4,696CommonNONE
46429B598INDAISHARES TR$572,0870.28%10,989CommonNONE
921937835BNDVANGUARD BD INDEX FDS$571,0130.28%7,678CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$549,1980.27%21,193CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$549,0510.27%9,787CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$547,3980.27%6,876CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$539,6550.27%9,170CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$530,2080.26%7,429CommonNONE
85210B102SGDMSPROTT ETF TRUST$509,3300.25%8,215CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$503,2520.25%3,263CommonNONE
464287101OEFISHARES TR$490,6060.24%1,474CommonNONE
384109104GGGGRACO INC$478,3250.24%5,630CommonNONE
464287788IYFISHARES TR$470,9740.23%3,719CommonNONE
46434G772EWTISHARES INC$460,3540.23%7,236CommonNONE
46434G822EWJISHARES INC$456,7160.23%5,694CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$448,8030.22%10,090CommonNONE
30231G102XOMEXXON MOBIL CORP$433,0130.22%3,840CommonNONE
464287176TIPISHARES TR$404,7300.20%3,639CommonNONE
00326A104SGOLETFS GOLD TR$385,4740.19%10,472CommonNONE
91201T102UGAUNITED STS GASOLINE FD LP$356,3030.18%5,520CommonNONE
003881307ACTGACACIA RESH CORP$340,5030.17%104,770CommonNONE
78433H303SPYINEOS ETF TRUST$312,3930.16%5,973CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$304,5550.15%882CommonNONE
56585A102MPCMARATHON PETE CORP$296,2410.15%1,537CommonNONE
33939L860QDFFLEXSHARES TR$288,7780.14%3,637CommonNONE
037833100AAPLAPPLE INC$283,9990.14%1,115CommonNONE
02079K305GOOGLALPHABET INC$281,7450.14%1,159CommonNONE
62944T105NVRNVR INC$281,2130.14%35CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$272,0610.14%3,988CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$265,0160.13%1,398CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$264,4690.13%2,245CommonNONE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$261,8730.13%16,470CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$243,4140.12%1,800CommonNONE
88634T493TIDAL TRUST II$211,1590.10%15,126CommonNONE
464286806EWGISHARES INC$204,3230.10%4,910CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.