Institutions / Capstone Wealth Management Group, LLC
Capstone Wealth Management Group, LLC
CIK 1923052 · Institution · as of Dec 31, 2025
Portfolio value
$238.59M
Positions
84
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 84 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $17.95M | 7.5% |
| Invesco Exch Traded Fd Tr II | $17.06M | 7.1% |
| Invesco Exch Traded Fd Tr II | $14.50M | 6.1% |
| Broadcom Inc. | $14.19M | 5.9% |
| Vanguard World Fd | $13.14M | 5.5% |
| Vanguard Whitehall Fds | $11.58M | 4.9% |
| iShares MSCI UAE ETF | $11.31M | 4.7% |
| Invesco Exchange Traded Fd T | $10.70M | 4.5% |
| Invesco Actively Managed Exc | $9.60M | 4.0% |
| Invesco Exchange Traded Fd T | $9.58M | 4.0% |
| Invesco Qqq Tr | $8.70M | 3.6% |
| Vanguard World Fd | $6.56M | 2.8% |
| Microsoft Corp | $5.49M | 2.3% |
| Amazon.com Inc | $5.40M | 2.3% |
| Invesco Exchange Traded Fd T | $5.27M | 2.2% |
| iShares MSCI UAE ETF | $4.79M | 2.0% |
| iShares Tr | $4.59M | 1.9% |
| Invesco Exchange Traded Fd T | $4.48M | 1.9% |
| Apple Inc. | $4.39M | 1.8% |
| NVIDIA Corp | $4.31M | 1.8% |
| Vanguard Index Fds | $3.61M | 1.5% |
| Palantir Technologies Inc | $3.36M | 1.4% |
| Invesco Exch Trd Slf Idx Fd | $3.00M | 1.3% |
| Alphabet Inc. | $2.83M | 1.2% |
| SPDR Series Trust | $2.50M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.