MondegarAI
Capital Wealth Alliance, LLC

Q1 2026 · 13F-HR

Capital Wealth Alliance, LLCholdings as filed

Filed 2026-05-14 · accession 0001172661-26-001831

$221.3M
Reported value
93
Positions
2026-03-31
Period end
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The Brief · Capital Wealth Alliance, LLC · Q1 2026

AI · grounded in 13F

Capital Wealth Alliance, LLC established a new position in ITA worth $3.3M. The fund also initiated new stakes in GNT for $2.9M and CTVA for $795K. On the sell side, the manager trimmed holdings in GGN by 56% and QQQ by 31%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
85207K107PSLVSPROTT ASSET MANAGEMENT LP$54.1M24.4%2,219,794CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$33.9M15.3%956,566CommonNONE
78468R663BILSPDR SERIES TRUST$13.1M5.93%143,229CommonNONE
46434V860TFLOISHARES TR$6.8M3.09%134,910CommonNONE
921078101OUNZVANECK MERK GOLD ETF$6.6M2.99%146,727CommonNONE
594972408MSTRSTRATEGY INC$6.4M2.91%51,559CommonNONE
464288679SHVISHARES TR$6.2M2.80%56,064CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.0M2.71%12,517CommonNONE
922908363VOOVANGUARD INDEX FDS$5.4M2.45%9,072CommonNONE
92189F106GDXVANECK ETF TRUST$4.8M2.16%52,461CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$4.4M1.98%9,454CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$4.0M1.80%6,129CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$4.0M1.79%145,323CommonNONE
46090E103QQQINVESCO QQQ TR$3.9M1.78%6,817CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$3.7M1.68%96,738CommonNONE
464288760ITAISHARES TR$3.3M1.50%15,195CommonNONE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$3.2M1.45%87,722CommonNONE
36465E101GNTGAMCO NAT RES GOLD & INCOME$2.9M1.32%351,123CommonNONE
92204A306VDEVANGUARD WORLD FD$2.7M1.23%15,670CommonNONE
464286327SLVPISHARES INC$2.5M1.12%70,069CommonNONE
78464A755XMESPDR SERIES TRUST$1.9M0.86%17,715CommonNONE
023135106AMZNAMAZON COM INC$1.7M0.78%8,266CommonNONE
85208P303URNMSPROTT FDS TR$1.6M0.71%24,811CommonNONE
36465A109GGNGAMCO GLOBAL GOLD NAT RES &$1.5M0.69%286,312CommonNONE
46434V878ICSHISHARES TR$1.5M0.69%29,945CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.4M0.65%23,420CommonNONE
594918104MSFTMICROSOFT CORP$1.4M0.63%3,752CommonNONE
464288448IDVISHARES TR$1.2M0.56%28,952CommonNONE
526107107LIILENNOX INTL INC$1.2M0.53%2,550CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$1.2M0.52%22,960CommonNONE
921909768VXUSVANGUARD STAR FDS$1.1M0.52%14,780CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$951,3680.43%8,612CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$944,1400.43%25,649CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$835,6140.38%7,543CommonNONE
22052L104CTVACORTEVA INC$795,2450.36%9,500CommonNONE
67066G104NVDANVIDIA CORPORATION$779,7430.35%4,471CommonNONE
30231G102XOMEXXON MOBIL CORP$731,6990.33%4,313CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$718,1400.32%1CommonNONE
37954Y871URAGLOBAL X FDS$698,7960.32%14,429CommonNONE
921937835BNDVANGUARD BD INDEX FDS$694,6310.31%9,433CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$683,4550.31%11,675CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$639,8080.29%2,291CommonNONE
369604301GEGE AEROSPACE$592,2280.27%2,087CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$559,5870.25%3,460CommonNONE
78433H303SPYINEOS ETF TRUST$556,8360.25%11,279CommonNONE
46429B598INDAISHARES TR$556,2250.25%11,875CommonNONE
464287614IWFISHARES TR$550,0560.25%1,290CommonNONE
464287549IGMISHARES TR$546,6870.25%4,613CommonNONE
46434G822EWJISHARES INC$545,7970.25%6,464CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$543,7280.25%9,443CommonNONE
46434G772EWTISHARES INC$539,4020.24%7,606CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$530,1230.24%2,465CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$510,1720.23%512CommonNONE
003881307ACTGACACIA RESH CORP$500,0960.23%103,970CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$493,4910.22%4,508CommonNONE
85210B102SGDMSPROTT ETF TRUST$485,0990.22%6,426CommonNONE
464287788IYFISHARES TR$474,9930.21%4,037CommonNONE
11135F101AVGOBROADCOM INC$456,9440.21%1,476CommonNONE
166764100CVXCHEVRON CORPORATION$445,4430.20%2,153CommonNONE
46138E651PIOINVESCO EXCH TRADED FD TR II$444,9150.20%10,247CommonNONE
91201T102UGAUNITED STS GASOLINE FD LP$442,3880.20%4,239CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$434,6150.20%15,152CommonNONE
00326A104SGOLETFS GOLD TR$433,5730.20%9,717CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$421,4610.19%5,612CommonNONE
464287101OEFISHARES TR$408,4020.18%1,284CommonNONE
92189F676SMHVANECK ETF TRUST$404,8700.18%1,056CommonNONE
464287176TIPISHARES TR$403,7130.18%3,658CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$377,5950.17%6,922CommonNONE
56585A102MPCMARATHON PETE CORP$375,3050.17%1,537CommonNONE
594972408MSTRSTRATEGY INC$374,4000.17%3,000CALLNONE
02079K305GOOGLALPHABET INC$361,2220.16%1,256CommonNONE
46137V647PSIINVESCO EXCHANGE TRADED FD T$330,1410.15%3,498CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$299,3140.14%1,567CommonNONE
464286400EWZISHARES INC$298,4750.13%7,775CommonNONE
33939L860QDFFLEXSHARES TR$287,6500.13%3,637CommonNONE
037833100AAPLAPPLE INC$276,8850.13%1,091CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$261,0360.12%1,800CommonNONE
478160104JNJJOHNSON & JOHNSON$257,3950.12%1,053CommonNONE
464286806EWGISHARES INC$254,2620.11%6,409CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$251,9960.11%3,519CommonNONE
384109104GGGGRACO INC$250,5640.11%2,960CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$238,6600.11%882CommonNONE
62944T105NVRNVR INC$230,6440.10%35CommonNONE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$227,1210.10%16,470CommonNONE
742718109PGPROCTER & GAMBLE CO$227,0600.10%1,572CommonNONE
532457108LLYELI LILLY & CO$222,8200.10%242CommonNONE
33734X101FXDFIRST TR EXCHANGE-TRADED FD$208,4490.09%3,256CommonNONE
494368103KMBKIMBERLY-CLARK CORP$207,4110.09%2,150CommonNONE
03027X100AMTAMERICAN TOWER CORP$206,4060.09%1,196CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$205,4640.09%1,010CommonNONE
773121108RKLBROCKET LAB CORP$201,5220.09%3,138CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$200,2790.09%2,022CommonNONE
60741F104MBLYMOBILEYE GLOBAL INC$134,3290.06%19,553CommonNONE

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.