Fund Universe

Capital Wealth Alliance, LLC

CIK 0001803277 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.420
AUM ($M)
215
Positions
98
Turnover
0.10
Top-10 wt
58%
Herfindahl
0.070
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 104 positions · portfolio value $215M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
PSLV funds › SPROTT ASSET MANAGEMENT LP ADD 19.6% -4.9% 42.1 2,233,141 +13,347 5
PHYS funds › SPROTT ASSET MANAGEMENT LP ADD 13.6% -1.8% 29.2 967,562 +10,996 5
BIL funds › SPDR SERIES TRUST ADD 6.2% +0.2% 13.3 144,956 +1,727 5
TFLO funds › ISHARES TR TRIM 3.0% -0.1% 6.4 126,484 -8,426 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 2.9% +0.2% 6.2 12,376 -141 5
VOO funds › VANGUARD INDEX FDS TRIM 2.9% +0.4% 6.2 8,990 -82 5
SHV funds › ISHARES TR TRIM 2.6% -0.2% 5.7 51,639 -4,425 5
OUNZ funds › VANECK MERK GOLD ETF HOLD 2.6% -0.4% 5.7 146,727 +0 5
CEF funds › SPROTT ASSET MANAGEMENT LP NEW 2.4% +2.4% 5.2 129,717 +129,717 1
DIA funds › STATE STR SPDR DOW JONES IND TRIM 2.3% +0.3% 4.9 9,438 -16 5
QQQ funds › INVESCO QQQ TR TRIM 2.3% +0.5% 4.9 6,664 -153 5
MSTR funds › STRATEGY INC ADD 2.1% -0.8% 4.6 53,147 +1,588 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 2.1% +0.3% 4.6 6,127 -2 5
ITA funds › ISHARES TR ADD 1.9% +0.4% 4.1 16,946 +1,751 2
GDX funds › VANECK ETF TRUST ADD 1.9% -0.3% 4.0 53,144 +683 5
IBIT funds › ISHARES BITCOIN TRUST ETF ADD 1.6% -0.1% 3.5 103,881 +7,143 5
DBA funds › INVESCO DB MULTI-SECTOR COMM TRIM 1.5% -0.3% 3.1 117,942 -27,381 5
PDBA funds › INVESCO ACTVELY MNGD ETC FD TRIM 1.4% -0.1% 2.9 81,682 -6,040 5
GNT funds › GAMCO NAT RES GOLD & INCOME TRIM 1.3% +0.0% 2.9 351,023 -100 2
URNM funds › SPROTT FDS TR ADD 1.1% +0.3% 2.3 43,195 +18,384 5
VDE funds › VANGUARD WORLD FD TRIM 1.0% -0.2% 2.2 14,695 -975 5
SLVP funds › ISHARES INC TRIM 1.0% -0.1% 2.2 69,871 -198 5
AMZN funds › AMAZON COM INC ADD 0.9% +0.2% 2.0 8,464 +198 5
XME funds › SPDR SERIES TRUST TRIM 0.9% -0.0% 1.9 17,426 -289 5
NVDA funds › NVIDIA CORPORATION ADD 0.8% +0.4% 1.6 8,149 +3,678 5
MSFT funds › MICROSOFT CORP ADD 0.7% +0.1% 1.5 4,063 +311 5
ICSH funds › ISHARES TR TRIM 0.7% +0.0% 1.5 29,668 -277 5
LII funds › LENNOX INTL INC HOLD 0.7% +0.1% 1.5 2,550 +0 5
VXUS funds › VANGUARD STAR FDS ADD 0.7% +0.1% 1.4 16,433 +1,653 5
GGN funds › GAMCO GLOBAL GOLD NAT RES & ADD 0.6% -0.0% 1.4 287,229 +917 5
XLE funds › SELECT SECTOR SPDR TR ADD 0.6% -0.1% 1.3 24,086 +666 5
IDV funds › ISHARES TR ADD 0.6% +0.0% 1.2 29,136 +184 5
AVGO funds › BROADCOM INC ADD 0.5% +0.3% 1.2 3,128 +1,652 3
AVUV funds › AMERICAN CENTY ETF TR ADD 0.5% +0.1% 1.1 8,829 +217 5
CEG funds › CONSTELLATION ENERGY CORP ADD 0.5% +0.2% 1.1 4,243 +1,952 2
AIRR funds › FIRST TR EXCHANGE TRADED FD HOLD 0.5% +0.1% 1.0 7,543 +0 5
GSY funds › INVESCO ACTIVELY MANAGED EXC TRIM 0.5% -0.1% 1.0 19,968 -2,992 5
SPYI funds › NEOS ETF TRUST ADD 0.4% +0.2% 0.9 17,880 +6,601 4
GE funds › GE AEROSPACE ADD 0.4% +0.1% 0.9 2,404 +317 2
EWT funds › ISHARES INC ADD 0.4% +0.1% 0.8 7,814 +208 4
CTVA funds › CORTEVA INC ADD 0.4% +0.0% 0.8 9,886 +386 2
BITB funds › BITWISE BITCOIN ETF TR TRIM 0.4% -0.0% 0.8 25,561 -88 5
URA funds › GLOBAL X FDS ADD 0.4% +0.0% 0.8 18,035 +3,606 2
INDA funds › ISHARES TR ADD 0.4% +0.1% 0.8 15,307 +3,432 4
BND funds › VANGUARD BD INDEX FDS ADD 0.3% +0.0% 0.7 10,213 +780 4
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.3% +0.0% 0.7 1 +0 5
IGM funds › ISHARES TR TRIM 0.3% +0.1% 0.7 4,559 -54 5
PSI funds › INVESCO EXCHANGE TRADED FD T HOLD 0.3% +0.2% 0.7 3,498 +0 3
VGSH funds › VANGUARD SCOTTSDALE FDS TRIM 0.3% -0.0% 0.7 11,262 -413 4
IWF funds › ISHARES TR ADD 0.3% +0.0% 0.6 5,160 +3,870 5
XLI funds › SELECT SECTOR SPDR TR TRIM 0.3% +0.0% 0.6 3,447 -13 5
EWJ funds › ISHARES INC ADD 0.3% +0.0% 0.6 6,668 +204 4
RSPN funds › INVESCO EXCHANGE TRADED FD T HOLD 0.3% +0.0% 0.6 9,443 +0 5
MRVL funds › MARVELL TECHNOLOGY INC HOLD 0.3% +0.2% 0.6 2,022 +0 2
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.3% -0.1% 0.6 4,270 -43 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.3% +0.0% 0.6 2,451 -14 5
SMH funds › VANECK ETF TRUST TRIM 0.3% +0.1% 0.6 863 -193 4
QQQI funds › NEOS ETF TRUST NEW 0.3% +0.3% 0.6 9,719 +9,719 1
GOOGL funds › ALPHABET INC ADD 0.2% +0.1% 0.5 1,484 +228 4
IYF funds › ISHARES TR HOLD 0.2% +0.0% 0.5 4,037 +0 5
INTC funds › INTEL CORP NEW 0.2% +0.2% 0.5 3,640 +3,640 1
ACTG funds › ACACIA RESH CORP HOLD 0.2% -0.0% 0.5 103,970 +0 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.2% -0.0% 0.5 505 -7 5
FDN funds › FIRST TR EXCHANGE-TRADED FD NEW 0.2% +0.2% 0.5 1,783 +1,783 1
VEU funds › VANGUARD INTL EQUITY INDEX F HOLD 0.2% +0.0% 0.5 5,612 +0 5
OEF funds › ISHARES TR HOLD 0.2% +0.0% 0.5 1,284 +0 5
RSPG funds › INVESCO EXCHANGE TRADED FD T HOLD 0.2% -0.0% 0.4 4,508 +0 5
PIO funds › INVESCO EXCH TRADED FD TR II TRIM 0.2% +0.0% 0.4 9,725 -522 5
UGA funds › UNITED STS GASOLINE FD LP HOLD 0.2% +0.0% 0.4 4,239 +0 5
EWZ funds › ISHARES INC ADD 0.2% +0.1% 0.4 12,622 +4,847 3
TIP funds › ISHARES TR ADD 0.2% +0.0% 0.4 3,896 +238 4
XLG funds › INVESCO EXCHANGE TRADED FD T TRIM 0.2% +0.0% 0.4 6,614 -308 5
CUSIP:85210B102 funds › SPROTT ETF TRUST TRIM 0.2% -0.0% 0.4 6,376 -50 5
FTGC funds › FIRST TR EXCHANGE TRAD FD VI TRIM 0.2% -0.0% 0.4 14,665 -487 5
SGOL funds › ETFS GOLD TR TRIM 0.2% -0.0% 0.4 9,594 -123 5
CVX funds › CHEVRON CORPORATION ADD 0.2% -0.0% 0.4 2,155 +2 3
AAPL funds › APPLE INC ADD 0.2% +0.0% 0.3 1,161 +70 4
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.2% +0.0% 0.3 1,541 -26 5
QDF funds › FLEXSHARES TR HOLD 0.2% +0.0% 0.3 3,637 +0 5
RKLB funds › ROCKET LAB CORP HOLD 0.1% +0.1% 0.3 3,138 +0 3
XMMO funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% +0.0% 0.3 1,800 +0 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.1% +0.0% 0.3 729 -153 5
LLY funds › ELI LILLY & CO ADD 0.1% +0.0% 0.3 243 +1 3
VST funds › VISTRA CORP NEW 0.1% +0.1% 0.3 1,778 +1,778 1
TSLA funds › TESLA INC NEW 0.1% +0.1% 0.3 655 +655 1
MPC funds › MARATHON PETE CORP TRIM 0.1% -0.0% 0.3 1,047 -490 5
JNJ funds › JOHNSON & JOHNSON HOLD 0.1% +0.0% 0.3 1,053 +0 3
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW 0.1% +0.1% 0.2 523 +523 1
EWG funds › ISHARES INC TRIM 0.1% -0.0% 0.2 5,945 -464 4
ETY funds › EATON VANCE TAX-MANAGED DIVE HOLD 0.1% +0.0% 0.2 16,470 +0 5
NVR funds › NVR INC HOLD 0.1% +0.0% 0.2 35 +0 5
CSCO funds › CISCO SYS INC NEW 0.1% +0.1% 0.2 2,023 +2,023 1
JEPI funds › J P MORGAN EXCHANGE TRADED F NEW 0.1% +0.1% 0.2 4,180 +4,180 1
XBI funds › SPDR SERIES TRUST NEW 0.1% +0.1% 0.2 1,490 +1,490 1
FPX funds › FIRST TR EXCHANGE-TRADED FD NEW 0.1% +0.1% 0.2 1,105 +1,105 1
GGG funds › GRACO INC HOLD 0.1% -0.0% 0.2 2,960 +0 4
GS funds › GOLDMAN SACHS GROUP INC NEW 0.1% +0.1% 0.2 211 +211 1
MBLY funds › MOBILEYE GLOBAL INC TRIM 0.1% +0.0% 0.2 19,396 -157 3
PG funds › PROCTER & GAMBLE CO EXIT 0.0% -0.1% 0.0 0 -1,572 0
FXD funds › FIRST TR EXCHANGE-TRADED FD EXIT 0.0% -0.1% 0.0 0 -3,256 0
AMT funds › AMERICAN TOWER CORP EXIT 0.0% -0.1% 0.0 0 -1,196 0
KMB funds › KIMBERLY-CLARK CORP EXIT 0.0% -0.1% 0.0 0 -2,150 0
AMD funds › ADVANCED MICRO DEVICES INC EXIT 0.0% -0.1% 0.0 0 -1,010 0
SIVR funds › ABRDN SILVER ETF TRUST EXIT 0.0% -0.1% 0.0 0 -3,519 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 215 98 0.10 58% 0.070 0.419 in
2026Q1 221 92 0.08 65% 0.096 0.560 in
2025Q4 234 87 0.13 66% 0.104 0.428 in
2025Q3 201 76 0.11 64% 0.075 0.426 in
2025Q2 186 74 0.08 64% 0.067 0.521 entered
2025Q1 167 72 0.00 64% 0.068 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status