CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Est. AUM

$237.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	TRUST ISHARE 0-1	$17.2M	155706	7.23%	SOLE
2	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$13.6M	57397	5.74%	SOLE
3	BROADCOM INC	COM	$13.3M	43100	5.61%	SOLE
4	ISHARES TR	IBOXX INV CP ETF	$12.2M	111478	5.11%	SOLE
5	VANGUARD WORLD FD	MEGA GRWTH IND	$12.0M	32676	5.05%	SOLE
6	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$11.2M	75650	4.71%	SOLE
7	INVESCO EXCHANGE TRADED FD T	S&P 500 VLU MOMN	$11.0M	159658	4.63%	SOLE
8	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$9.4M	186611	3.94%	SOLE
9	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$8.4M	112312	3.55%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$8.3M	14402	3.50%	SOLE
11	VANGUARD INDEX FDS	VALUE ETF	$7.6M	38590	3.19%	SOLE
12	VANGUARD WORLD FD	MEGA CAP VAL ETF	$6.9M	47733	2.91%	SOLE
13	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$6.5M	57831	2.73%	SOLE
14	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.2M	32301	2.61%	SOLE
15	ISHARES TR	A RATE CP BD ETF	$4.8M	101235	2.03%	SOLE
16	INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$4.8M	68253	2.00%	SOLE
17	ISHARES TR	RUSSELL 2000 ETF	$4.7M	19073	1.99%	SOLE
18	NVIDIA CORPORATION	COM	$4.1M	23320	1.71%	SOLE
19	APPLE INC	COM	$4.1M	15968	1.70%	SOLE
20	KLA CORP	COM NEW	$3.8M	2596	1.61%	SOLE
21	AMAZON COM INC	COM	$3.4M	16382	1.44%	SOLE
22	GOLDMAN SACHS PHYSICAL GOLD	UNIT	$3.2M	69044	1.34%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.9M	46656	1.20%	SOLE
24	ALPHABET INC	CAP STK CL A	$2.6M	9185	1.11%	SOLE
25	ISHARES TR	MICRO-CAP ETF	$2.4M	14930	1.00%	SOLE
26	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$2.4M	121335	1.00%	SOLE
27	MICROSOFT CORP	COM	$2.1M	5575	0.87%	SOLE
28	PALANTIR TECHNOLOGIES INC	CL A	$1.9M	13018	0.80%	SOLE
29	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$1.9M	12782	0.78%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	81423	0.76%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	30618	0.73%	SOLE
32	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.6M	7536	0.68%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	10472	0.64%	SOLE
34	VANECK ETF TRUST	SEMICONDUCTR ETF	$1.5M	3973	0.64%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	32372	0.62%	SOLE
36	EXXON MOBIL CORP	COM	$1.4M	8488	0.61%	SOLE
37	REGENERON PHARMACEUTICALS	COM	$1.3M	1736	0.56%	SOLE
38	CHEVRON CORPORATION	COM	$1.3M	6457	0.56%	SOLE
39	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.3M	16774	0.56%	SOLE
40	VANGUARD INDEX FDS	MID CAP ETF	$1.3M	4560	0.55%	SOLE
41	VANGUARD INDEX FDS	SMALL CP ETF	$1.3M	4906	0.54%	SOLE
42	PERPETUA RESOURCES CORP	COM	$1.3M	45448	0.54%	SOLE
43	CATERPILLAR INC	COM	$1.3M	1786	0.53%	SOLE
44	VANGUARD WORLD FD	INF TECH ETF	$1.2M	1706	0.50%	SOLE
45	ISHARES TR	ISHS 1-5YR INVS	$1.1M	21531	0.48%	SOLE
46	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	1816	0.46%	SOLE
47	HOME DEPOT INC	COM	$982K	2984	0.41%	SOLE
48	ISHARES TR	CORE S&P500 ETF	$968K	1482	0.41%	SOLE
49	PROCTER & GAMBLE CO	COM	$866K	5993	0.36%	SOLE
50	COSTCO WHOLESALE CORPORATION	COM	$771K	773	0.32%	SOLE

1–50 of 96

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.