What does CAPSTONE WEALTH MANAGEMENT GROUP, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of CAPSTONE WEALTH MANAGEMENT GROUP, LLC (13F Filing)

Portfolio Overview

Capstone Wealth Management Group’s filing for the period ending September 30, 2025, reveals a portfolio undergoing a significant strategic restructuring. The total portfolio value stands at approximately $102.73 million across 40 holdings, representing a slight decline of 1.4% from the previous quarter's $104.21 million. Despite the minor dip in value, the firm executed a massive turnover in its...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SHV

ISHARES TR

$17M156K7.2%

QQQM

INVESCO EXCH TRADED FD TR II

$14M57K5.7%

AVGO

BROADCOM INC

$13M43K5.6%

LQD

ISHARES TR

$12M111K5.1%

MGK

VANGUARD WORLD FD

$12M33K5.0%

VYM

VANGUARD WHITEHALL FDS

$11M76K4.7%

SPVM

INVESCO EXCHANGE TRADED FD T

$11M160K4.6%

GSY

INVESCO ACTIVELY MANAGED EXC

$9M187K3.9%

SPHQ

INVESCO EXCHANGE TRADED FD T

$8M112K3.5%

QQQ

INVESCO QQQ TR

$8M14K3.5%

Filing history

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