Capstone Wealth Management Group, Inc.
Sector Allocation
- Other52.8%$89.7M
- Technology24.1%$41.0M
- Financials9.8%$16.6M
- Energy4.6%$7.9M
- Industrials2.2%$3.8M
- Materials1.8%$3.0M
- Consumer Discretionary1.8%$3.0M
- Healthcare1.5%$2.6M
- Consumer Staples1.3%$2.2M
- Communication Services0.2%$322,053
AUM History
13fpro.ai/research/fund/capstone-wealth-management-group-inc-2140601
Largest positions — Q3 2026
AAPL
$12.1M- SELECT$9.0M
- SPDR$8.0M
XOM.R34088
$7.4M- SPDR$5.5M
NVDA
$5.1M- SELECT$4.6M
LRCX
$4.5M- ISHARES$4.4M
- J$4.4M
- VANECK$4.2M
- SELECT$3.7M
- SELECT$3.6M
GOOG
$3.5M- J$3.4M
BRK.B
$3.3MMSFT
$3.3M- ISHARES$2.7M
IVZ
$2.7MGOOGL
$2.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/capstone-wealth-management-group-inc-2140601
Capstone Wealth Management Group, Inc. 13F holdings — Q3 2026
$170.0M portfolio (+2.5% QoQ) · 123 holdings · Q3 2026 13F · top 10 are 38% of the stock portfolio
$12.1M
7.1% of stocks
-2%This quarter+1.2%Since filed2+ qtrsHeld- 2
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$9.0M
5.3% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST STR BLO 1 ETF
$8.0M
4.7% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $7.4M
4.3% of stocks
-0.1%This quarter—Since filed2+ qtrsHeld- 5
SPDR SERIES TRUST - ST STR BL 12 ETF
$5.5M
3.2% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— $5.1M
3.0% of stocks
-1%This quarter+0.4%Since filed2+ qtrsHeld- 7
SELECT SECTOR SPDR TR - ST STR FINL ETF
$4.6M
2.7% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— $4.5M
2.6% of stocks
+2%This quarter-11.5%Since filed2+ qtrsHeld- 9
ISHARES TR - US AER DEF ETF
$4.4M
2.6% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
$4.4M
2.6% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $12.1M | 7.1% | -2% | +1.2% | 2+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $9.0M | 5.3% | -0.7% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - ST STR BLO 1 ETF | $8.0M | 4.7% | -3% | — | — | — | — | |
| 4 | $7.4M | 4.3% | -0.1% | — | 2+ qtrs | 57.8#1,063 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | SPDR SERIES TRUST - ST STR BL 12 ETF | $5.5M | 3.2% | +15% | — | — | — | — | |
| 6 | $5.1M | 3.0% | -1% | +0.4% | 2+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | SELECT SECTOR SPDR TR - ST STR FINL ETF | $4.6M | 2.7% | +0.0% | — | — | — | — | |
| 8 | $4.5M | 2.6% | +2% | -11.5% | 2+ qtrs | 81.7#17 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES TR - US AER DEF ETF | $4.4M | 2.6% | -1% | — | — | — | — | |
| 10 | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $4.4M | 2.6% | +9% | — | — | — | — |
All holdings — Capstone Wealth Management Group, Inc. (Q3 2026)
123 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANECK ETF TRUST - GOLD MINERS ETFetf/fund | — | $4.2M | 2.4% | 47K | -4% | — | — | 13F |
| 12 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $3.7M | 2.2% | 22K | +5% | — | — | 13F |
| 13 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $3.6M | 2.1% | 58K | -0.8% | — | — | 13F |
| 14 | Alphabet Inc. | Technology | $3.5M | 2.0% | 10K | -0.5% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $3.4M | 2.0% | 55K | +2% | — | — | 13F |
| 16 | BERKSHIRE HATHAWAY INC | Financials | $3.3M | 2.0% | 6,675 | -12% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MICROSOFT CORP | Technology | $3.3M | 1.9% | 6,455 | +4% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - ISHARES SEMICDTRetf/fund | — | $2.7M | 1.6% | 4,707 | -4% | — | — | 13F |
| 19 | Invesco Ltd. | Financials | $2.7M | 1.6% | 42K | -2% | 2+ qtrs | — | 13F | |
| 20 | Alphabet Inc. | Technology | $2.5M | 1.5% | 7,270 | +1% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $2.4M | 1.4% | 10K | -0.8% | — | — | 13F |
| 22 | Meta Platforms, Inc. | Technology | $2.4M | 1.4% | 3,311 | -0.2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ALPS ETF TR - ALERIAN MLPetf/fund | — | $2.3M | 1.4% | 45K | +7% | — | — | 13F |
| 24 | AMAZON COM INC | Consumer Discretionary | $2.2M | 1.3% | 8,788 | -0.1% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | iShares Silver Trustetf/fund | Financials | $2.1M | 1.2% | 38K | -8% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $2.1M | 1.2% | 7,268 | +8% | |||
| 27 | $WPM | Wheaton Precious Metals Corp. | Materials | $2.0M | 1.2% | 15K | -6% | |||
| 28 | — | ISHARES TR - PFD AND INCM SEC | — | $2.0M | 1.2% | 67K | -5% | |||
| 29 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $2.0M | 1.2% | 25K | +7% | |||
| 30 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $1.9M | 1.1% | 25K | +131% | |||
| 31 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.6M | 0.9% | 2,307 | +0.0% | |||
| 32 | $GLD | SPDR GOLD TRUST | Financials | $1.5M | 0.9% | 3,839 | -4% | |||
| 33 | $WT | WisdomTree, Inc. | Financials | $1.4M | 0.8% | 7,924 | +9% | |||
| 34 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.4M | 0.8% | 5,318 | -1% | |||
| 35 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | — | $1.3M | 0.8% | 33K | -0.6% | |||
| 36 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.3M | 0.8% | 18K | +2% | |||
| 37 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $1.2M | 0.7% | 5,677 | -6% | |||
| 38 | $AVGO | Broadcom Inc. | Technology | $1.2M | 0.7% | 3,363 | +0.1% | |||
| 39 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.7% | 17K | -3% | |||
| 40 | $URI | UNITED RENTALS, INC. | Industrials | $1.0M | 0.6% | 1,019 | +10% | |||
| 41 | — | ISHARES TR - TIPS BD ETF | — | $1000K | 0.6% | 9,611 | -0.5% | |||
| 42 | $WMT | Walmart Inc. | Consumer Staples | $969K | 0.6% | 9,326 | +14% | |||
| 43 | — | SPDR SERIES TRUST - ST STR CONV ETF | — | $934K | 0.6% | 9,228 | — | |||
| 44 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $848K | 0.5% | 7,646 | -3% | |||
| 45 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $799K | 0.5% | 5,451 | +1% | |||
| 46 | $SPY | SPDR S&P 500 ETF TRUST | — | $789K | 0.5% | 1,035 | -6% | |||
| 47 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAP | — | $777K | 0.5% | 8,387 | +2% | |||
| 48 | $AXON | AXON ENTERPRISE, INC. | Industrials | $754K | 0.4% | 1,785 | +3% | |||
| 49 | $IVZ | Invesco Ltd. | Financials | $750K | 0.4% | 4,920 | +16% | |||
| 50 | $GLW | CORNING INC /NY | Materials | $732K | 0.4% | 4,762 | -1% | |||
| 51 | — | ISHARES TR - ISHARES BIOTECH | — | $726K | 0.4% | 3,449 | — | |||
| 52 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $717K | 0.4% | 4,370 | — | |||
| 53 | $APH | AMPHENOL CORP /DE/ | Technology | $698K | 0.4% | 8,279 | +143% | |||
| 54 | — | BONDBLOXX ETF TRUST - BBB RATED 1 5 YE | — | $694K | 0.4% | 14K | +9% | |||
| 55 | $LASR | NLIGHT, INC. | Technology | $685K | 0.4% | 18K | — | |||
| 56 | $ALPS | Alps Group Inc | Healthcare | $674K | 0.4% | 9,885 | +0.6% | |||
| 57 | $JPM | JPMORGAN CHASE & CO | Financials | $667K | 0.4% | 2,016 | -1% | |||
| 58 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $639K | 0.4% | 7,366 | +6% | |||
| 59 | — | PROSHARES TR - SP500 EX ENRGY | — | $627K | 0.4% | 7,628 | — | |||
| 60 | — | PACER FDS TR - US CASH COWS 100 | — | $621K | 0.4% | 9,305 | +1% | |||
| 61 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | — | $603K | 0.3% | 13K | +10% | |||
| 62 | $CAT | CATERPILLAR INC | Industrials | $590K | 0.3% | 727 | -1% | |||
| 63 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $579K | 0.3% | 4,774 | +23% | |||
| 64 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $568K | 0.3% | 12K | New | |||
| 65 | $BALL | BALL Corp | Industrials | $555K | 0.3% | 9,905 | +0.3% | |||
| 66 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $549K | 0.3% | 5,040 | -10% | |||
| 67 | $TER | TERADYNE, INC | Technology | $544K | 0.3% | 1,356 | -13% | |||
| 68 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $508K | 0.3% | 1,113 | +0.1% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $505K | 0.3% | 4,403 | +0.3% | |||
| 70 | $CVX | CHEVRON CORP | Energy | $503K | 0.3% | 2,465 | -3% | |||
| 71 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $499K | 0.3% | 549 | +31% | |||
| 72 | $IVZ | Invesco Ltd. | Financials | $486K | 0.3% | 2,336 | +14% | |||
| 73 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $482K | 0.3% | 8,134 | +0.0% | |||
| 74 | $WT | WisdomTree, Inc. | Financials | $479K | 0.3% | 8,632 | +8% | |||
| 75 | $BXSL | Blackstone Secured Lending Fund | Other | $456K | 0.3% | 19K | -31% | |||
| 76 | $IVZ | Invesco Ltd. | Financials | $455K | 0.3% | 3,181 | +0.1% | |||
| 77 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $448K | 0.3% | 606 | — | |||
| 78 | $PEP | PEPSICO INC | Consumer Staples | $431K | 0.3% | 3,403 | +2% | |||
| 79 | $DJP | BARCLAYS BANK PLC | Financials | $429K | 0.3% | 8,335 | — | |||
| 80 | — | SCHWAB STRATEGIC TR - 5 10YR CORP BD | — | $406K | 0.2% | 19K | +0.8% | |||
| 81 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $404K | 0.2% | 5,158 | +0.1% | |||
| 82 | $BLK | BlackRock, Inc. | Financials | $397K | 0.2% | 375 | +5% | |||
| 83 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $384K | 0.2% | 1,747 | -21% | |||
| 84 | $PLTR | Palantir Technologies Inc. | Technology | $383K | 0.2% | 2,050 | — | |||
| 85 | $PANW | Palo Alto Networks Inc | Technology | $375K | 0.2% | 944 | — | |||
| 86 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $370K | 0.2% | 6,429 | -2% | |||
| 87 | $CSCO | CISCO SYSTEMS, INC. | Technology | $366K | 0.2% | 3,398 | — | |||
| 88 | $NKE | NIKE, Inc. | Consumer Discretionary | $358K | 0.2% | 10K | +0.2% | |||
| 89 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $349K | 0.2% | 7,097 | — | |||
| 90 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $344K | 0.2% | 1,300 | +288% | |||
| 91 | — | ISHARES TR - CORE S&P500 ETF | — | $334K | 0.2% | 437 | +0.5% | |||
| 92 | — | DIREXION SHARES ETF TRUST - DLY NVDA BULL 2X | — | $333K | 0.2% | 2,285 | +7% | |||
| 93 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $323K | 0.2% | 8,188 | +73% | |||
| 94 | $INTC | INTEL CORP | Technology | $323K | 0.2% | 2,685 | — | |||
| 95 | $GEV | GE Vernova Inc. | Industrials | $323K | 0.2% | 339 | — | |||
| 96 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $322K | 0.2% | 7,021 | — | |||
| 97 | $MNST | Monster Beverage Corp | Consumer Staples | $322K | 0.2% | 7,726 | +185% | |||
| 98 | — | GLOBAL X FDS - US INFR DEV ETF | — | $319K | 0.2% | 6,074 | +10% | |||
| 99 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $317K | 0.2% | 3,513 | +2% | |||
| 100 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $313K | 0.2% | 1,872 | +0.1% | |||
| 101 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $310K | 0.2% | 606 | -2% | |||
| 102 | — | EA SERIES TRUST - BRIDGEWAY SELECT | — | $303K | 0.2% | 7,121 | New | |||
| 103 | $GE | GENERAL ELECTRIC CO | Industrials | $300K | 0.2% | 962 | — | |||
| 104 | — | ISHARES TR - RUS 1000 GRW ETF | — | $298K | 0.2% | 2,383 | +0.1% | |||
| 105 | — | ISHARES TR - CORE 60 BALA ETF | — | $292K | 0.2% | 4,261 | — | |||
| 106 | $CRM | Salesforce, Inc. | Technology | $288K | 0.2% | 1,255 | New | |||
| 107 | $ALPS | Alps Group Inc | Healthcare | $269K | 0.2% | 4,530 | — | |||
| 108 | $ASML | ASML HOLDING NV | Technology | $268K | 0.2% | 148 | — | |||
| 109 | $STT | STATE STREET CORP | Financials | $268K | 0.2% | 6,632 | New | |||
| 110 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $257K | 0.1% | 7,951 | +1% | |||
| 111 | — | DIREXION SHARES ETF TRUST - DLY GOOGL BUL 2X | — | $254K | 0.1% | 2,555 | +0.6% | |||
| 112 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $251K | 0.1% | 2,800 | -2% | |||
| 113 | $MCD | MCDONALDS CORP | Consumer Discretionary | $235K | 0.1% | 1,018 | +0.4% | |||
| 114 | $BE | Bloom Energy Corp | Technology | $235K | 0.1% | 848 | — | |||
| 115 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $231K | 0.1% | 2,448 | +0.5% | |||
| 116 | $VEEV | VEEVA SYSTEMS INC | Technology | $230K | 0.1% | 806 | New | |||
| 117 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $220K | 0.1% | 359 | New | |||
| 118 | $CCJ | CAMECO CORP | Materials | $219K | 0.1% | 2,525 | +13% | |||
| 119 | $PFE | PFIZER INC | Healthcare | $218K | 0.1% | 7,637 | -17% | |||
| 120 | $PWR | QUANTA SERVICES, INC. | Industrials | $211K | 0.1% | 328 | — | |||
| 121 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $207K | 0.1% | 650 | — | |||
| 122 | $QCOM | QUALCOMM INC/DE | Technology | $203K | 0.1% | 1,105 | +0.1% | |||
| 123 | $SOUN | SOUNDHOUND AI, INC. | Technology | $62K | 0.0% | 10K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 57 added to, 38 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
- AMPLIFY ETF TR - CWP ENHANCED DIV$568K
first bought this quarter
- EA SERIES TRUST - BRIDGEWAY SELECT$303K
first bought this quarter
$CRMSalesforce, Inc.$288K
first bought this quarter
$STTSTATE STREET CORP$268K
first bought this quarter
$VEEVVEEVA SYSTEMS INC$230K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$220K
first bought this quarter
Added to (57)
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF+131%
now $1.9M
- SPDR SERIES TRUST - ST STR BL 12 ETF+15%
now $5.5M
$APHAMPHENOL CORP /DE/+143%
now $698K · held 2+ qtrs
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM+9%
now $4.4M
$CRWDCrowdStrike Holdings, Inc.+288%
now $344K · held 2+ qtrs
$MNSTMonster Beverage Corp+185%
now $322K · held 2+ qtrs
+51 more in the Excel export
Trimmed (38)
now $3.3M · held 2+ qtrs
- SPDR SERIES TRUST - ST STR BLO 1 ETF-3%
now $8.0M
now $12.1M · held 2+ qtrs
$BXSLBlackstone Secured Lending Fund-31%
now $456K · held 2+ qtrs
$SLViShares Silver Trust-8%
now $2.1M · held 2+ qtrs
- VANECK ETF TRUST - GOLD MINERS ETF-4%
now $4.2M
+32 more in the Excel export
Holdings by quarter
Every 13F Capstone Wealth Management Group, Inc. has filed, 1 earlier quarter. Pick one to see what it held then.
Is it too late to follow Capstone Wealth Management Group?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Capstone Wealth Management Group's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-2.6%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter
Top 10 weight
38%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Capstone Wealth Management Group, Inc. disclosed 123 positions worth $170.0M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 7.1% of the equity portfolio. During the quarter the fund opened 6 new positions and exited 6 and a full exit from $UDN. The portfolio is most concentrated in Other (52.8% of disclosed assets). All figures are sourced directly from Capstone Wealth Management Group, Inc.’s Form 13F-HR filing with the SEC under CIK 2140601.
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AI-Powered Hedge Fund Analysis: Capstone Wealth Management Group, Inc.
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