Capital Wealth Planning, LLC reported AMPLIFY ETF TR SAMSUNG SOFR ETF (SOFR) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.84% in 2025 Q4. The latest visible filing shows SOFR at 1.84% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Wealth Planning, LLC's position in AMPLIFY ETF TR SAMSUNG SOFR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
SOFR was reported at 1.84% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
As of 2025 Q4 β sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
Capital Wealth Planning, LLC reported SOFR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.
The largest reported portfolio weight for SOFR was 1.84% in 2025 Q4.
The most recent filing on this page is 2025 Q4, when Capital Wealth Planning, LLC reported 2,841,417 shares, equal to 1.84% of portfolio, with an estimated market value of $284.7M.
The chart compares Capital Wealth Planning, LLC's quarterly SOFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.