DOSSIER · 13F-HR · Q1 2026

Capstone Wealth Management Group LLC

$163M in tracked AUM across 123 positions as of Q1 2026.

CW
CIK 0002059649 · last filed Mar 31, 2026
Total AUM
$163M
as of Q1 2026
Holdings
123
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Capstone Wealth Management Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
01
AAPL
APPLE INC
$10M39K6.1%
02
BIL
SPDR SERIES TRUST
$9M93K5.2%
03
XOM
EXXON MOBIL CORP
$8M45K4.7%
04
XLK
SELECT SECTOR SPDR TR
$6M47K3.8%
05
WPM
WHEATON PRECIOUS METALS CORP
$5M38K3.1%
06
ITA
ISHARES TR
$5M22K3.0%
07
BILS
SPDR SERIES TRUST
$5M47K2.9%
08
XLF
SELECT SECTOR SPDR TR
$5M93K2.8%
09
GDX
VANECK ETF TRUST
$5M49K2.8%
10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$4M9K2.7%

Filing history

2026Q1Mar 31
$163M 1.6%
123 positionsView →
2025Q4Dec 31
$165M 5.4%
129 positionsView →
2025Q3Sep 30
$157M 13.9%
125 positionsView →
2025Q2Jun 30
$137M 80.6%
107 positionsLocked
2025Q1Mar 31
$76M 2.5%
51 positionsLocked
2024Q4Dec 31
$78M
58 positionsLocked