Home › Capstone Wealth Management Group, Inc.

Capstone Wealth Management Group, Inc. 13F holdings

Filed 2026-07-27 · Capstone Wealth Management Group, Inc. · 123 positions · $165.9M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
AAPLAPPLE INC37.0K$10.7M6.4%
XLKSELECT SECTOR SPDR TR46.2K$8.8M5.3%
BILSPDR SERIES TRUST89.2K$8.2M4.9%
EXMOCEXXON MOBIL CORP45.4K$6.2M3.7%
LRCXLAM RESEARCH CORP13.3K$5.7M3.5%
ITAISHARES TR21.4K$5.2M3.1%
BILSSPDR SERIES TRUST47.8K$4.8M2.9%
XLFSELECT SECTOR SPDR TR86.3K$4.6M2.8%
NVDANVIDIA CORPORATION22.7K$4.5M2.7%
JEPIJ P MORGAN EXCHANGE TRADED F71.1K$4.0M2.4%
BRK-BBERKSHIRE HATHAWAY INC DEL7.6K$3.8M2.3%
GDXVANECK ETF TRUST49.1K$3.7M2.2%
GOOGALPHABET INC10.3K$3.6M2.2%
XLVSELECT SECTOR SPDR TR21.1K$3.4M2.0%
JEPQJ P MORGAN EXCHANGE TRADED F54.1K$3.3M2.0%
SOXXISHARES TR4.9K$3.2M1.9%
XLESELECT SECTOR SPDR TR58.9K$3.1M1.9%
XLGINVESCO EXCHANGE TRADED FD T43.0K$2.6M1.6%
GOOGLALPHABET INC7.2K$2.6M1.5%
VIGVANGUARD SPECIALIZED FUNDS10.5K$2.5M1.5%
MSFTMICROSOFT CORP6.2K$2.3M1.4%
SLVISHARES SILVER TR41.6K$2.2M1.3%
LGROALPS ETF TR42.1K$2.2M1.3%
PFFISHARES TR70.8K$2.2M1.3%
AMZNAMAZON COM INC8.8K$2.1M1.3%
VBVANGUARD INDEX FDS6.7K$2.0M1.2%
XLPSELECT SECTOR SPDR TR23.0K$1.9M1.2%
METAMETA PLATFORMS INC3.3K$1.9M1.1%
WPMWHEATON PRECIOUS METALS CORP16.2K$1.8M1.1%
VOOVANGUARD INDEX FDS2.3K$1.6M1.0%
GLDSPDR GOLD TR4.0K$1.5M0.9%
JNJJOHNSON & JOHNSON5.4K$1.4M0.8%
SRLNSSGA ACTIVE ETF TR32.9K$1.3M0.8%
VTVVANGUARD INDEX FDS6.0K$1.3M0.8%
SPLVINVESCO EXCH TRADED FD TR II17.1K$1.3M0.8%
VEAVANGUARD TAX-MANAGED FDS17.9K$1.3M0.8%
AVGOBROADCOM INC3.4K$1.3M0.8%
DXJWISDOMTREE TR7.3K$1.3M0.8%
GLWCORNING INC4.8K$1.2M0.7%
LASRNLIGHT INC17.6K$1.2M0.7%
TIPISHARES TR9.7K$1.1M0.6%
URIUNITED RENTALS INC923$1.0M0.6%
CWBSPDR SERIES TRUST9.2K$994,9630.6%
AXONAXON ENTERPRISE INC1.7K$975,4610.6%
WMTWALMART INC8.2K$924,9250.6%
XLCSELECT SECTOR SPDR TR7.9K$843,2200.5%
VBILVANGUARD INSTL INDEX FD11.0K$830,8150.5%
SDYSPDR SERIES TRUST5.4K$820,0200.5%
SPYSTATE STR SPDR S&P 500 ETF T1.1K$819,9530.5%
PSIINVESCO EXCHANGE TRADED FD T4.2K$798,2350.5%
CATCATERPILLAR INC736$784,2090.5%
TERTERADYNE INC1.6K$752,6750.5%
MGKVANGUARD WORLD FD8.2K$721,4210.4%
SDOGALPS ETF TR9.8K$670,2620.4%
JPMJPMORGAN CHASE & CO2.0K$667,5870.4%
XLYSELECT SECTOR SPDR TR5.6K$657,4720.4%
IBBISHARES TR3.4K$656,0460.4%
—BONDBLOXX ETF TRUST12.8K$652,8660.4%
BXSLBLACKSTONE SECD LENDING FD27.4K$650,8400.4%
IBMINTERNATIONAL BUSINESS MACHS2.2K$620,9900.4%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}