Capital Wealth Planning 13F annual report
By Isabella Wilson
Capital Wealth Planning is an investment fund managing more than $8.73 trillion ran by Louis Albenga. There are currently 135 companies in Mr. Albenga’s portfolio. The largest investments include Microsoft and Visa Inc, together worth $983 billion.
Limited to 30 biggest holdings
$8.73 trillion Assets Under Management (AUM)
As of 1st February 2024, Capital Wealth Planning’s top holding is 1,331,007 shares of Microsoft currently worth over $501 billion and making up 5.7% of the portfolio value.Relative to the number of outstanding shares of Microsoft, Capital Wealth Planning owns more than approximately 0.1% of the company.In addition, the fund holds 1,854,544 shares of Visa Inc worth $483 billion, whose value grew 16.8% in the past six months. The third-largest holding is Unitedhealth Inc worth $477 billion and the next is Jpmorgan Chase Co worth $468 billion, with 2,748,515 shares owned.
Currently, Capital Wealth Planning's portfolio is worth at least $8.73 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Capital Wealth Planning
The Capital Wealth Planning office and employees reside in Naples, Florida. According to the last 13-F report filed with the SEC, Louis Albenga serves as the CCO at Capital Wealth Planning.
