CAPITAL WEALTH ALLIANCE, LLC

PrivateCIK: 1803277
Location

SCOTTSDALE, AZ

📋 What this filing means

CAPITAL WEALTH ALLIANCE, LLC filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $215.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

98
Positions
$215.46M
Total AUM (reported)
5.66M
Total Shares

Allocation by class

TOTAL AUM$215.46M98 positions
PHYSICAL SILVER$42.13M19.6%
PHYSICAL GOLD TR$29.19M13.5%
COM$15.72M7.3%
ST STR BLO 1 ETF$13.28M6.2%
TRS FLT RT BD$6.40M3.0%
CL B NEW$6.19M2.9%
S&P 500 ETF SHS$6.17M2.9%

Portfolio Concentration

Top 339.3%4–1018.7%11–2521.7%Rest20.3%TOP 1058.0%0%100%
Top 3$84.60M39.3%
4–10$40.28M18.7%
11–25$46.77M21.7%
Rest$43.80M20.3%

Top 3 weight

39.3%

Top 10 weight

58.0%

Voting Authority Distribution

Total shares with voting rights: 5.66M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

5.66M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole98
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings98
Rows:

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL SILVER
Shares2.23M
TypeSH
Market value$42.13M
19.55%
Sole
0.00
Shared
0.00
None
2.23M

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL GOLD TR
Shares967.56K
TypeSH
Market value$29.19M
13.55%
Sole
0.00
Shared
0.00
None
967.56K

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares144.96K
TypeSH
Market value$13.28M
6.17%
Sole
0.00
Shared
0.00
None
144.96K

ISHARES TR

SOLE
TRS FLT RT BD
Shares126.48K
TypeSH
Market value$6.40M
2.97%
Sole
0.00
Shared
0.00
None
126.48K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares12.38K
TypeSH
Market value$6.19M
2.87%
Sole
0.00
Shared
0.00
None
12.38K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares8.99K
TypeSH
Market value$6.17M
2.87%
Sole
0.00
Shared
0.00
None
8.99K

ISHARES TR

SOLE
TRUST ISHARE 0-1
Shares51.64K
TypeSH
Market value$5.70M
2.64%
Sole
0.00
Shared
0.00
None
51.64K

VANECK MERK GOLD ETF

SOLE
GOLD SHS
Shares146.73K
TypeSH
Market value$5.66M
2.63%
Sole
0.00
Shared
0.00
None
146.73K

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL GOLD AN
Shares129.72K
TypeSH
Market value$5.22M
2.42%
Sole
0.00
Shared
0.00
None
129.72K

STATE STR SPDR DOW JONES IND

SOLE
UT SER 1
Shares9.44K
TypeSH
Market value$4.93M
2.29%
Sole
0.00
Shared
0.00
None
9.44K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares6.66K
TypeSH
Market value$4.91M
2.28%
Sole
0.00
Shared
0.00
None
6.66K

STRATEGY INC

SOLE
CL A NEW
Shares53.55K
TypeSH
Market value$4.65M
2.16%
Sole
0.00
Shared
0.00
None
53.55K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares6.13K
TypeSH
Market value$4.57M
2.12%
Sole
0.00
Shared
0.00
None
6.13K

ISHARES TR

SOLE
US AER DEF ETF
Shares16.95K
TypeSH
Market value$4.11M
1.91%
Sole
0.00
Shared
0.00
None
16.95K

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares53.14K
TypeSH
Market value$4.01M
1.86%
Sole
0.00
Shared
0.00
None
53.14K

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares103.88K
TypeSH
Market value$3.46M
1.61%
Sole
0.00
Shared
0.00
None
103.88K

INVESCO DB MULTI-SECTOR COMM

SOLE
AGRICULTURE FD
Shares117.94K
TypeSH
Market value$3.14M
1.46%
Sole
0.00
Shared
0.00
None
117.94K

INVESCO ACTVELY MNGD ETC FD

SOLE
AGRI CMDTY STRA
Shares81.68K
TypeSH
Market value$2.91M
1.35%
Sole
0.00
Shared
0.00
None
81.68K

GAMCO NAT RES GOLD & INCOME

SOLE
SH BEN INT
Shares351.02K
TypeSH
Market value$2.86M
1.33%
Sole
0.00
Shared
0.00
None
351.02K

SPROTT FDS TR

SOLE
URANI MINER ETF
Shares43.20K
TypeSH
Market value$2.27M
1.05%
Sole
0.00
Shared
0.00
None
43.20K

VANGUARD WORLD FD

SOLE
ENERGY ETF
Shares14.70K
TypeSH
Market value$2.21M
1.02%
Sole
0.00
Shared
0.00
None
14.70K

ISHARES INC

SOLE
MSCI GLB SLV&MTL
Shares69.87K
TypeSH
Market value$2.15M
1.00%
Sole
0.00
Shared
0.00
None
69.87K

AMAZON COM INC

SOLE
COM
Shares8.46K
TypeSH
Market value$2.02M
0.94%
Sole
0.00
Shared
0.00
None
8.46K

SPDR SERIES TRUST

SOLE
ST STR SP METAL
Shares17.43K
TypeSH
Market value$1.86M
0.86%
Sole
0.00
Shared
0.00
None
17.43K

NVIDIA CORPORATION

SOLE
COM
Shares8.15K
TypeSH
Market value$1.63M
0.76%
Sole
0.00
Shared
0.00
None
8.15K
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