DOSSIER · 13F-HR · Q2 2026

Capstone Wealth Management Group, Inc.

$166M in tracked AUM across 123 positions as of Q2 2026.

CW
CIK 0002140601 · last filed Jun 30, 2026
Total AUM
$166M
as of Q2 2026
Holdings
123
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Capstone Wealth Management Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$11M37K6.4%
02
XLK
SELECT SECTOR SPDR TR
$9M46K5.3%
03
BIL
SPDR SERIES TRUST
$8M89K4.9%
04
XOM
EXXON MOBIL CORP
$6M45K3.7%
05
LRCX
LAM RESEARCH CORP
$6M13K3.5%
06
ITA
ISHARES TR
$5M21K3.1%
07
BILS
SPDR SERIES TRUST
$5M48K2.9%
08
XLF
SELECT SECTOR SPDR TR
$5M86K2.8%
09
NVDA
NVIDIA CORPORATION
$5M23K2.7%
10
JEPI
J P MORGAN EXCHANGE TRADED F
$4M71K2.4%

Filing history

2026Q2Jun 30
$166M
123 positionsView →