Capstone Wealth Management Group, Inc. Top Holdings and 13F Report (2026)

About Capstone Wealth Management Group, Inc.

Investment Activity

Capstone Wealth Management Group, Inc. has $165.94 million in total holdings as of June 30, 2026.
Capstone Wealth Management Group, Inc. owns shares of 123 different stocks, but just 45 companies or ETFs make up 80% of its holdings.

Largest Holdings

Apple: $10,699,377
Technology Select Sector SPDR Fund: $8,799,326
SPDR Bloomberg 1-3 Month T-Bill ETF: $8,175,449
ExxonMobil: $6,207,685
LAM RESEARCH CORP: $5,745,285

Sector Allocation

Selling

Neutral

Buying

Latest 13F Holdings

Issuer Name	Holdings Value	Shares Held	% of Portfolio	Sector
AAPL Apple	$10,699,377	36,976	6.4%	Technology
XLK Technology Select Sector SPDR Fund	$8,799,326	46,186	5.3%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$8,175,449	89,213	4.9%	ETF
XOM ExxonMobil	$6,207,685	45,404	3.7%	Energy
LAM RESEARCH CORP	$5,745,285	13,258	3.5%	COM NEW
ITA iShares U.S. Aerospace & Defense ETF	$5,194,091	21,426	3.1%	ETF
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$4,754,887	47,846	2.9%	ETF
XLF Financial Select Sector SPDR Fund	$4,628,391	86,334	2.8%	ETF
NVDA NVIDIA	$4,535,786	22,669	2.7%	Technology
JEPI JPMorgan Equity Premium Income ETF	$4,015,107	71,089	2.4%	ETF
BRK.B Berkshire Hathaway	$3,795,458	7,585	2.3%	Finance
GDX VanEck Gold Miners ETF	$3,706,165	49,121	2.2%	ETF
GOOG Alphabet	$3,634,136	10,285	2.2%	Communication Services
XLV Health Care Select Sector SPDR Fund	$3,353,191	21,134	2.0%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$3,322,302	54,056	2.0%	ETF
SOXX iShares Semiconductor ETF	$3,157,098	4,927	1.9%	ETF
XLE Energy Select Sector SPDR Fund	$3,126,381	58,866	1.9%	ETF
XLG Invesco S&P 500 Top 50 ETF	$2,633,699	43,013	1.6%	ETF
GOOGL Alphabet	$2,571,429	7,195	1.5%	Communication Services
VIG Vanguard Dividend Appreciation ETF	$2,477,175	10,469	1.5%	ETF
MSFT Microsoft	$2,313,364	6,202	1.4%	Technology
SLV iShares Silver Trust	$2,225,421	41,620	1.3%	ETF
AMLP Alerian MLP ETF	$2,183,833	42,118	1.3%	ETF
PFF iShares Preferred and Income Securities ETF	$2,158,875	70,806	1.3%	ETF
AMZN Amazon.com	$2,096,439	8,796	1.3%	Consumer Discretionary
VB Vanguard Small-Cap ETF	$2,039,068	6,727	1.2%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$1,912,571	23,024	1.2%	ETF
META Meta Platforms	$1,868,689	3,317	1.1%	Communication Services
WPM Wheaton Precious Metals	$1,819,696	16,201	1.1%	Materials
VOO Vanguard S&P 500 ETF	$1,583,665	2,306	1.0%	ETF
GLD SPDR Gold Shares	$1,479,414	4,016	0.9%	ETF
JNJ Johnson & Johnson	$1,368,702	5,389	0.8%	Healthcare
SRLN SPDR Blackstone Senior Loan ETF	$1,326,145	32,915	0.8%	ETF
VTV Vanguard Value ETF	$1,315,174	6,035	0.8%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$1,281,555	17,110	0.8%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,273,461	17,873	0.8%	ETF
AVGO Broadcom	$1,269,356	3,360	0.8%	Technology
DXJ WisdomTree Japan Hedged Equity Fund	$1,266,522	7,299	0.8%	ETF
GLW Corning	$1,234,559	4,833	0.7%	Technology
LASR nLight	$1,224,128	17,583	0.7%	Technology
TIP iShares TIPS Bond ETF	$1,057,115	9,660	0.6%	ETF
URI United Rentals	$1,045,681	923	0.6%	Industrials
CWB SPDR Bloomberg Convertible Securities ETF	$994,963	9,228	0.6%	ETF
AXON Axon Enterprise	$975,461	1,740	0.6%	Industrials
WALMART INC	$924,925	8,166	0.6%	COM
XLC Communication Services Select Sector SPDR Fund	$843,220	7,871	0.5%	ETF
VANGUARD INSTL INDEX FD	$830,815	10,978	0.5%	0 3 MO TR BI ETF
SDY SPDR S&P Dividend ETF	$820,020	5,388	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$819,953	1,098	0.5%	ETF
PSI Invesco Semiconductors ETF	$798,235	4,250	0.5%	ETF
CAT Caterpillar	$784,209	736	0.5%	Industrials
TER Teradyne	$752,675	1,556	0.5%	Technology
MGK Vanguard Mega Cap Growth ETF	$721,421	8,206	0.4%	ETF
SDOG ALPS Sector Dividend Dogs ETF	$670,262	9,825	0.4%	ETF
JPM JPMorgan Chase & Co.	$667,587	2,039	0.4%	Finance
XLY Consumer Discretionary Select Sector SPDR Fund	$657,472	5,606	0.4%	ETF
IBB iShares Biotechnology ETF	$656,046	3,449	0.4%	ETF
BONDBLOXX ETF TRUST	$652,866	12,790	0.4%	BBB RATED 1 5 YE
BXSL Blackstone Secured Lending Fund	$650,840	27,450	0.4%	Finance
IBM International Business Machines	$620,990	2,208	0.4%	Technology
VGK Vanguard FTSE Europe ETF	$617,212	6,971	0.4%	ETF
BALL Ball	$616,013	9,872	0.4%	Materials
SPXE ProShares S&P 500 Ex-Energy ETF	$615,553	7,628	0.4%	ETF
APH Amphenol	$600,722	3,407	0.4%	Technology
SKYY First Trust Cloud Computing ETF	$588,027	4,370	0.4%	ETF
COWZ Pacer US Cash Cows 100 ETF	$572,551	9,205	0.3%	ETF
JPIB JPMorgan International Bond Opportunities ETF	$565,082	11,687	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$531,249	1,112	0.3%	Technology
RPV Invesco S&P 500 Pure Value ETF	$499,423	4,388	0.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$485,384	8,132	0.3%	ETF
HEDJ WisdomTree Europe Hedged Equity Fund	$456,684	8,012	0.3%	ETF
PKW Invesco BuyBack Achievers ETF	$450,376	3,179	0.3%	ETF
PEP PepsiCo	$450,000	3,323	0.3%	Consumer Staples
AMAT Applied Materials	$448,305	620	0.3%	Technology
QQQ Invesco QQQ	$446,377	606	0.3%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$434,925	2,044	0.3%	ETF
SCHI Schwab 5-10 Year Corporate Bond ETF	$425,640	18,800	0.3%	ETF
CVX Chevron	$419,739	2,532	0.3%	Energy
VO Vanguard Mid-Cap ETF	$415,306	5,155	0.3%	ETF
NKE NIKE	$414,112	10,088	0.2%	Consumer Discretionary
AMPLIFY ETF TR	$407,548	3,884	0.2%	AMPLIFY CYBERSEC
CSCO Cisco Systems	$399,129	3,398	0.2%	Technology
GE VERNOVA INC	$398,574	339	0.2%	COM
COST Costco Wholesale	$391,069	418	0.2%	Consumer Staples
VGSH Vanguard Short-Term Treasury ETF	$381,844	6,561	0.2%	ETF
INTC Intel	$374,907	2,685	0.2%	Technology
DJP iPath Bloomberg Commodity Index Total Return ETN	$364,323	8,335	0.2%	ETF
GE GE Aerospace	$359,405	962	0.2%	Industrials
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$356,482	7,097	0.2%	ETF
XLI Industrial Select Sector SPDR Fund	$346,419	1,870	0.2%	ETF
BLACKROCK INC	$344,378	358	0.2%	COM
PAVE Global X U.S. Infrastructure Development ETF	$326,358	5,539	0.2%	ETF
IVV iShares Core S&P 500 ETF	$326,074	435	0.2%	ETF
PANW Palo Alto Networks	$321,923	944	0.2%	Technology
VZ Verizon Communications	$297,269	7,021	0.2%	Communication Services
AOR iShares Core 60/40 Balanced Allocation ETF	$296,140	4,261	0.2%	ETF
VUG Vanguard Growth ETF	$295,642	3,432	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$295,598	2,381	0.2%	ETF
ASML ASML	$294,437	148	0.2%	Technology
GGLL Direxion Daily GOOGL Bull 2X Shares	$288,668	2,539	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Capstone Wealth Management Group, Inc. Top Holdings and 13F Report (2026)

About Capstone Wealth Management Group, Inc.

Investment Activity

Largest Holdings

Sector Allocation

Latest 13F Holdings

More Institutional Buying and Selling Information

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Capstone Wealth Management Group, Inc. Top Holdings and 13F Report (2026)

About Capstone Wealth Management Group, Inc.

Investment Activity

Largest Holdings

Sector Allocation

Map of 500 Largest Holdings ofCapstone Wealth Management Group, Inc.

Latest 13F Holdings

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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