Capstone Wealth Management Group LLC

Est. AUM

$162.5M

13F long equity, this entity only

Positions

123

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$10.0M	39275	6.13%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$8.5M	93085	5.25%	SOLE
3	EXXON MOBIL CORP	COM	$7.7M	45401	4.74%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET TEC	$6.2M	46701	3.82%	SOLE
5	WHEATON PRECIOUS METALS CORP	COM	$5.0M	37960	3.06%	SOLE
6	ISHARES TR	US AER DEF ETF	$4.9M	22319	3.00%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$4.7M	47397	2.90%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET FIN	$4.6M	93079	2.83%	SOLE
9	VANECK ETF TRUST	GOLD MINERS ETF	$4.5M	49101	2.77%	SOLE
10	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.4M	9088	2.68%	SOLE
11	ISHARES SILVER TR	ISHARES	$4.0M	58774	2.46%	SOLE
12	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.9M	69300	2.42%	SOLE
13	NVIDIA CORPORATION	COM	$3.9M	22296	2.39%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET ENE	$3.5M	56726	2.14%	SOLE
15	LAM RESEARCH CORP	COM NEW	$3.2M	14907	1.96%	SOLE
16	SELECT SECTOR SPDR TR	STATE STREET HEA	$3.1M	21123	1.91%	SOLE
17	ALPHABET INC	CAP STK CL C	$3.0M	10486	1.85%	SOLE
18	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.0M	53515	1.83%	SOLE
19	JOHNSON & JOHNSON	COM	$2.7M	11026	1.66%	SOLE
20	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.5M	11590	1.53%	SOLE
21	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$2.4M	44505	1.49%	SOLE
22	ISHARES TR	PFD AND INCM SEC	$2.2M	72844	1.36%	SOLE
23	ALPHABET INC	CAP STK CL A	$2.2M	7622	1.35%	SOLE
24	MICROSOFT CORP	COM	$2.1M	5765	1.31%	SOLE
25	ALPS ETF TR	ALERIAN MLP	$2.1M	39614	1.28%	SOLE
26	SPDR GOLD TR	GOLD SHS	$2.0M	4679	1.24%	SOLE
27	SELECT SECTOR SPDR TR	STATE STREET CON	$1.9M	23198	1.17%	SOLE
28	META PLATFORMS INC	CL A	$1.9M	3300	1.16%	SOLE
29	AMAZON COM INC	COM	$1.8M	8611	1.10%	SOLE
30	ISHARES TR	ISHARES SEMICDTR	$1.6M	4995	1.01%	SOLE
31	VANGUARD INDEX FDS	SMALL CP ETF	$1.5M	5899	0.95%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	2472	0.91%	SOLE
33	SSGA ACTIVE ETF TR	STATE STREET BLA	$1.3M	33415	0.83%	SOLE
34	VANGUARD INDEX FDS	VALUE ETF	$1.3M	6668	0.80%	SOLE
35	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.3M	17258	0.78%	SOLE
36	NLIGHT INC	COM	$1.2M	21778	0.76%	SOLE
37	WALMART INC	COM	$1.2M	9685	0.74%	SOLE
38	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	17318	0.68%	SOLE
39	WISDOMTREE TR	JAPN HEDGE EQT	$1.1M	6909	0.67%	SOLE
40	ISHARES TR	TIPS BD ETF	$1.1M	9651	0.66%	SOLE
41	LOCKHEED MARTIN CORP	COM	$1.0M	1680	0.62%	SOLE
42	BLACKSTONE SECD LENDING FD	COMMON STOCK	$996K	42050	0.61%	SOLE
43	BROADCOM INC	COM	$954K	3083	0.59%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$927K	10132	0.57%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET COM	$882K	7956	0.54%	SOLE
46	STATE STR SPDR S&P 500 ETF T	TR UNIT	$863K	1328	0.53%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$849K	5820	0.52%	SOLE
48	INTERNATIONAL BUSINESS MACHS	COM	$806K	3327	0.50%	SOLE
49	CORNING INC	COM	$694K	5107	0.43%	SOLE
50	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$656K	3423	0.40%	SOLE

1–50 of 123

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