Capstone Wealth Management Group
$283M 13F equity value
107 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Capstone Wealth Management Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 64,823 | $20M | 6.9% |
| MGK | VANGUARD WORLD FD | 190,425 | $17M | 5.9% |
| AVGO | BROADCOM INC | 44,197 | $17M | 5.9% |
| SHV | ISHARES TR | 145,546 | $16M | 5.7% |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 151,133 | $14M | 4.8% |
| SPVM | INVESCO EXCHANGE TRADED FD T | 167,795 | $12M | 4.4% |
| IGIB | ISHARES TR | 223,045 | $12M | 4.2% |
| VYM | VANGUARD WHITEHALL FDS | 74,000 | $12M | 4.1% |
| QQQ | INVESCO QQQ TR | 14,571 | $11M | 3.8% |
| VTV | VANGUARD INDEX FDS | 49,097 | $11M | 3.8% |
Track Capstone Wealth Management Group's 13F portfolio: $283M in reported holdings, 107 positions. Top holdings and quarterly changes on SentiSense.
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