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CAPITAL WEALTH ALLIANCE, LLC 13F portfolio summary

CAPITAL WEALTH ALLIANCE, LLC of CAPITAL WEALTH ALLIANCE, LLC has 89 current stock holdings with a reported portfolio value of $217.3M. The portfolio 1 year return is +28.24%. Top holdings include QQQ (0.00%), UGA (0.00%), PSLV (25.57%), PHYS (16.02%), BIL (6.21%).

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CAPITAL WEALTH ALLIANCE, LLC

CAPITAL WEALTH ALLIANCE, LLC
Latest filing: 2026-03-31

CAPITAL WEALTH ALLIANCE, LLC runs CAPITAL WEALTH ALLIANCE, LLC and currently holds 89 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $217.29M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CAPITAL WEALTH ALLIANCE, LLC ranks #608 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CAPITAL WEALTH ALLIANCE, LLC's portfolio at CAPITAL WEALTH ALLIANCE, LLC has delivered returns of +28.24%. Their 3-year annualized return is +67.19%. Looking at the 5-year horizon, CAPITAL WEALTH ALLIANCE, LLC has achieved +60.71% annualized returns at CAPITAL WEALTH ALLIANCE, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+28.24%
#406/1000
3 Year
+67.19%
#531/1000
5 Year
+60.71%
#683/1000

Portfolio Value

$217.29M

Alpha Score

50.2

#608 of 1000

Holdings

89

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change