Institutions / Capstone Wealth Management Group LLC
Capstone Wealth Management Group LLC
CIK 2059649 · Institution · as of Dec 31, 2025
Portfolio value
$165.10M
Positions
129
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 129 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $12.21M | 7.4% |
| SPDR Series Trust | $8.60M | 5.2% |
| Select Sector SPDR Tr | $6.73M | 4.1% |
| Exxon Mobil Corp | $5.42M | 3.3% |
| Select Sector SPDR Tr | $5.36M | 3.2% |
| NVIDIA Corp | $4.86M | 2.9% |
| iShares Tr | $4.72M | 2.9% |
| Wheaton Precious Metals Corp | $4.56M | 2.8% |
| Warren E. Buffett | $4.53M | 2.7% |
| SPDR Series Trust | $4.51M | 2.7% |
| VanEck ETF Trust | $4.21M | 2.6% |
| J P Morgan Exchange Traded F | $3.96M | 2.4% |
| iShares Silver Tr | $3.84M | 2.3% |
| Alphabet Inc. | $3.80M | 2.3% |
| Select Sector SPDR Tr | $3.35M | 2.0% |
| J P Morgan Exchange Traded F | $3.09M | 1.9% |
| Microsoft Corp | $3.04M | 1.8% |
| Lam Research Corp | $2.78M | 1.7% |
| Invesco Exchange Traded Fd T | $2.63M | 1.6% |
| Vanguard Specialized Funds | $2.56M | 1.5% |
| Select Sector SPDR Tr | $2.54M | 1.5% |
| Alphabet Inc. | $2.47M | 1.5% |
| iShares Tr | $2.34M | 1.4% |
| Johnson & Johnson | $2.28M | 1.4% |
| Meta Platforms Inc | $2.18M | 1.3% |
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.