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Capstone Wealth Management Group

Latest statistics and disclosures from Capstone Wealth Management Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002140601

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Positions held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Capstone Wealth Management Group

Capstone Wealth Management Group holds 123 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	6.4	$11M	37k	289.36	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	5.3	$8.8M	46k	190.52	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	4.9	$8.2M	89k	91.64	View chart
Exxon Mobil Corporation (XOM)	3.7	$6.2M	45k	136.72	View chart
Lam Research Corp Com New (LRCX)	3.5	$5.7M	13k	433.34	View chart
Ishares Tr Us Aer Def Etf (ITA)	3.1	$5.2M	21k	242.42	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	2.9	$4.8M	48k	99.38	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	2.8	$4.6M	86k	53.61	View chart
NVIDIA Corporation (NVDA)	2.7	$4.5M	23k	200.09	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.4	$4.0M	71k	56.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.3	$3.8M	7.6k	500.39	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	2.2	$3.7M	49k	75.45	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$3.6M	10k	353.34	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	2.0	$3.4M	21k	158.66	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.0	$3.3M	54k	61.46	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.9	$3.2M	4.9k	640.77	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.9	$3.1M	59k	53.11	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.6	$2.6M	43k	61.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$2.6M	7.2k	357.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$2.5M	11k	236.62	View chart
Microsoft Corporation (MSFT)	1.4	$2.3M	6.2k	373.00	View chart
Ishares Silver Tr Ishares (SLV)	1.3	$2.2M	42k	53.47	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.3	$2.2M	42k	51.85	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.3	$2.2M	71k	30.49	View chart
Amazon (AMZN)	1.3	$2.1M	8.8k	238.34	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$2.0M	6.7k	303.12	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	1.2	$1.9M	23k	83.07	View chart
Meta Platforms Cl A (META)	1.1	$1.9M	3.3k	563.37	View chart
Wheaton Precious Metals Corp (WPM)	1.1	$1.8M	16k	112.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.6M	2.3k	686.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$1.5M	4.0k	368.38	View chart
Johnson & Johnson (JNJ)	0.8	$1.4M	5.4k	253.98	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.8	$1.3M	33k	40.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$1.3M	6.0k	217.92	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.8	$1.3M	17k	74.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$1.3M	18k	71.25	View chart
Broadcom (AVGO)	0.8	$1.3M	3.4k	377.78	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.8	$1.3M	7.3k	173.52	View chart
Corning Incorporated (GLW)	0.7	$1.2M	4.8k	255.44	View chart
Nlight (LASR)	0.7	$1.2M	18k	69.62	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$1.1M	9.7k	109.43	View chart
United Rentals (URI)	0.6	$1.0M	923.00	1132.92	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.6	$995k	9.2k	107.82	View chart
Axon Enterprise (AXON)	0.6	$976k	1.7k	560.61	View chart
Wal-Mart Stores (WMT)	0.6	$925k	8.2k	113.27	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.5	$843k	7.9k	107.13	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.5	$831k	11k	75.68	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.5	$820k	5.4k	152.19	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$820k	1.1k	746.77	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.5	$798k	4.3k	187.82	View chart
Caterpillar (CAT)	0.5	$784k	736.00	1065.50	View chart
Teradyne (TER)	0.5	$753k	1.6k	483.72	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$721k	8.2k	87.91	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.4	$670k	9.8k	68.22	View chart
JPMorgan Chase & Co. (JPM)	0.4	$668k	2.0k	327.41	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.4	$658k	5.6k	117.28	View chart
Ishares Tr Ishares Biotech (IBB)	0.4	$656k	3.4k	190.21	View chart
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)	0.4	$653k	13k	51.05	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.4	$651k	28k	23.71	View chart
International Business Machines (IBM)	0.4	$621k	2.2k	281.25	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$617k	7.0k	88.54	View chart
Ball Corporation (BALL)	0.4	$616k	9.9k	62.40	View chart
Proshares Tr Sp500 Ex Enrgy (SPXE)	0.4	$616k	7.6k	80.70	View chart
Amphenol Corp Cl A (APH)	0.4	$601k	3.4k	176.32	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.4	$588k	4.4k	134.56	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$573k	9.2k	62.20	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.3	$565k	12k	48.35	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$531k	1.1k	477.74	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.3	$499k	4.4k	113.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$485k	8.1k	59.69	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.3	$457k	8.0k	57.00	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.3	$450k	3.2k	141.67	View chart
Pepsi (PEP)	0.3	$450k	3.3k	135.42	View chart
Applied Materials (AMAT)	0.3	$448k	620.00	723.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$446k	606.00	736.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$435k	2.0k	212.78	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.3	$426k	19k	22.64	View chart
Chevron Corporation (CVX)	0.3	$420k	2.5k	165.77	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$415k	5.2k	80.56	View chart
Nike CL B (NKE)	0.2	$414k	10k	41.05	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$408k	3.9k	104.93	View chart
Cisco Systems (CSCO)	0.2	$399k	3.4k	117.46	View chart
Ge Vernova (GEV)	0.2	$399k	339.00	1175.73	View chart
Costco Wholesale Corporation (COST)	0.2	$391k	418.00	935.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$382k	6.6k	58.20	View chart
Intel Corporation (INTC)	0.2	$375k	2.7k	139.63	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.2	$364k	8.3k	43.71	View chart
Ge Aerospace Com New (GE)	0.2	$359k	962.00	373.60	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$357k	7.1k	50.23	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$346k	1.9k	185.25	View chart
Blackrock (BLK)	0.2	$344k	358.00	961.95	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$326k	5.5k	58.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$326k	435.00	749.60	View chart
Palo Alto Networks (PANW)	0.2	$322k	944.00	341.02	View chart
Verizon Communications (VZ)	0.2	$297k	7.0k	42.34	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.2	$296k	4.3k	69.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$296k	3.4k	86.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$296k	2.4k	124.15	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$294k	148.00	1989.44	View chart
Direxion Shares Etf Trust Dly Googl Bul 2x (GGLL)	0.2	$289k	2.5k	113.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$274k	2.8k	96.43	View chart
McDonald's Corporation (MCD)	0.2	$274k	1.0k	270.36	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$264k	4.5k	58.33	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.2	$263k	7.9k	33.46	View chart
Monster Beverage Corp (MNST)	0.2	$260k	2.7k	96.12	View chart
Bloom Energy Corp Com Cl A (BE)	0.2	$257k	848.00	302.70	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$256k	335.00	763.14	View chart
Direxion Shares Etf Trust Dly Nvda Bull 2x (NVDU)	0.2	$253k	2.1k	118.52	View chart
Invesco Db Us Dlr Index Tr Bearish Fd (UDN)	0.1	$249k	14k	17.86	View chart
Palantir Technologies Cl A (PLTR)	0.1	$239k	2.1k	116.67	View chart
Quanta Services (PWR)	0.1	$236k	328.00	719.69	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$228k	2.4k	93.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$227k	8.2k	27.70	View chart
Cameco Corporation (CCJ)	0.1	$227k	2.2k	101.86	View chart
Marvell Technology (MRVL)	0.1	$223k	750.00	297.89	View chart
Pfizer (PFE)	0.1	$221k	9.2k	24.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$219k	2.1k	103.90	View chart
Duke Energy Corp Com New (DUK)	0.1	$217k	1.7k	126.58	View chart
Hilton Worldwide Holdings (HLT)	0.1	$215k	650.00	330.46	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$214k	4.7k	45.34	View chart
Bank of America Corporation (BAC)	0.1	$213k	3.7k	56.98	View chart
Qualcomm (QCOM)	0.1	$204k	1.1k	184.85	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$66k	10k	6.47	View chart

Past Filings by Capstone Wealth Management Group

SEC 13F filings are viewable for Capstone Wealth Management Group going back to 2026

Capstone Wealth Management Group 2026 Q2 filed July 27, 2026

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