Capital Wealth Management, LLC has disclosed its latest 13F-HR filing, indicating a total portfolio value of approximately $438.57 million as of September 30, 2026. This report is significant as it provides insights into the firm's investment strategy and asset allocation, which can influence investor sentiment in the wealth management sector.

The filing reveals that Capital Wealth Management has been actively managing its investments, with a total of 40 positions reported. This update is crucial for stakeholders as it reflects the company's approach to navigating the current market environment.

Background

Capital Wealth Management, LLC is based in West Warwick, Rhode Island, and operates under the Central Index Key (CIK) 0001730456. The firm specializes in wealth management services, focusing on investment strategies that cater to individual and institutional clients. Its recent filings include a 13F-HR on October 27, 2026, and other forms such as N-PX.

What the Filing Says

The filing states that the total value of the reported portfolio is $438,565,797. This figure represents the firm’s assets under management as of the end of the third quarter of 2026. The filing also includes details about the firm's investment discretion and voting authority over the reported shares.

Impact

This filing may affect various stakeholders, including clients, investors, and competitors in the wealth management industry. Notably, competitors such as GW&K Investment Management, LLC, Zacks Investment Management, William Blair Investment Management, LLC, and Goldman Sachs & Co. LLC are also mentioned, highlighting the competitive landscape in which Capital Wealth Management operates.

What's Next

The filing does not specify what actions will follow this report, leaving stakeholders to await further updates from the firm regarding its investment strategies or any potential changes in management.