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Capital Wealth Planning, LLC
Capital Wealth Planning, LLC is an SEC-registered investment advisory firm based in Naples, Florida. Founded by Kevin Simpson, the firm specializes in fee-based discretionary investment management, focusing on domestic equity portfolios for institutional clients, wire houses, regional broker-dealers, and high-net-worth individuals. As of 2025, the firm manages approximately 32 employees and provides sophisticated strategies, including its flagship Enhanced Dividend Income Portfolio, which has been recognized for industry-leading performance in option writing and dividend income. CWP serves over 10,000 client accounts, primarily US persons, and has been consistently ranked among the fastest-growing RIAs in the country.
Investment Strategy
Capital Wealth Planning LLC employs a disciplined approach centered around its Enhanced Dividend Income Portfolio, which invests in 20–30 large-cap, blue-chip companies primarily from the S&P 100. The strategy blends high-quality dividend growth equities with systematic covered call writing, aiming to deliver attractive current income and risk-managed total returns. The firm is noted for its leadership in the option writing SMA category and maintains strict trading discretion, focusing on customized solutions for institutional and individual clients. CWP does not provide stock recommendations to the public and only manages client assets under contractual, discretionary relationships.
Latest 13F Filing Activity
Capital Wealth Planning, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 137 equity positions with a total 13F market value of $13B. The fund increased holdings in Meta Platforms Inc., RTX Corporation, Coca Cola Co. among other positions. Capital Wealth Planning, LLC reduced exposure to Unitedhealth Group Inc., Salesforce Inc., SPDR Series Trust among others.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 5.59% | $709.0M | 960,601 | $605.55 | $738.09 | +$270.7M |
G GS | GOLDMAN SACHS GROUP INC | 5.59% | $708.7M | 1,001,294 | $279.32 | $707.75 | +$103.2M |
J JPM | JPMORGAN CHASE & CO. | 5.50% | $697.3M | 2,405,225 | $145.90 | $289.91 | +$94.5M |
I IBM | INTERNATIONAL BUSINESS MACHS | 5.39% | $683.5M | 2,318,565 | $193.89 | $294.78 | +$156.9M |
M MSFT | MICROSOFT CORP | 5.30% | $671.9M | 1,350,863 | $257.42 | $497.41 | +$134.2M |
Industry Allocation
Investment Team (9)
| Name | Role | Location | |
|---|---|---|---|
 | West Managing Director | Newport Beach, CA , United States | |
J Jay Fortuna | Managing Director-National Accounts, Senior Vice President | New York, NY , United States | |
J Jodi Phillips | Assistant Vice President | Naples, FL , United States | |
J Josh Miller | Regional Managing Director | Orlando, FL , United States | |
 | Lead Portfolio Manager | Naples, FL , United States | |
R Ryland Mathews | Trading Systems Analyst | Tampa, FL , United States | |
 | Managing Director | West | Fayetteville, GA , United States | |
 | Market Research Analyst | Bonita Springs, FL , United States | |
 | Managing Director and SVP- Advisor Relationship Managment | Naples, FL , United States |
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