DOSSIER · 13F-HR · Q3 2026

Capstone Wealth Management Group, Inc.

$170M in tracked AUM across 123 positions as of Q3 2026.

CW
CIK 0002140601 · last filed Sep 30, 2026
Total AUM
$170M
as of Q3 2026
Holdings
123
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Capstone Wealth Management Group, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$12M36K7.1%
02
XLK
SELECT SECTOR SPDR TR
$9M46K5.3%
03
BIL
SPDR SERIES TRUST
$8M87K4.7%
04
XOM
EXXONMOBIL HOLDINGS CORP
$7M45K4.3%
05
BILS
SPDR SERIES TRUST
$5M55K3.2%
06
NVDA
NVIDIA CORPORATION
$5M22K3.0%
07
XLF
SELECT SECTOR SPDR TR
$5M86K2.7%
08
LRCX
LAM RESEARCH CORP
$4M14K2.6%
09
ITA
ISHARES TR
$4M21K2.6%
10
JEPI
J P MORGAN EXCHANGE TRADED F
$4M78K2.6%

Filing history

2026Q3Sep 30
$170M▲ 2.4%
123 positionsView →
2026Q2Jun 30
$166M—
123 positionsView →