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Capstone Wealth Management Group, Inc.

13F filer · CIK 0002140601
Reported Jul 27, 2026
13F portfolio value$166MU.S. long equity reported on 13F
Positions62Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight26.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 27, 202662 positions
AAPLApple Inc.$10.7M6.45%0.00%NewQ2 2026
XOMExxonMobil Holdings Corp$6.21M3.74%0.00%NewQ2 2026
LRCXLam Research Corp$5.75M3.46%0.00%NewQ2 2026
NVDANvidia Corp$4.54M2.73%0.00%NewQ2 2026
BRK.BBerkshire Hathaway Inc$3.8M2.29%Not reportedNewQ2 2026
GOOGAlphabet Inc.$3.63M2.19%Not reportedNewQ2 2026
GOOGLAlphabet Inc.$2.57M1.55%0.00%NewQ2 2026
MSFTMicrosoft Corp$2.31M1.39%0.00%NewQ2 2026
SLViShares Silver Trust$2.23M1.34%0.01%NewQ2 2026
AMZNAmazon Com Inc$2.1M1.26%0.00%NewQ2 2026
METAMeta Platforms, Inc.$1.87M1.13%Not reportedNewQ2 2026
WPMWheaton Precious Metals Corp.$1.82M1.10%0.00%NewQ2 2026
GLDSPDR Gold Trust$1.48M0.89%0.00%NewQ2 2026
JNJJohnson & Johnson$1.37M0.82%0.00%NewQ2 2026
AVGOBroadcom Inc.$1.27M0.76%0.00%NewQ2 2026
GLWCorning Inc$1.23M0.74%0.00%NewQ2 2026
LASRNlight, Inc.$1.22M0.74%0.03%NewQ2 2026
URIUnited Rentals, Inc.$1.05M0.63%0.00%NewQ2 2026
AXONAxon Enterprise, Inc.$975K0.59%0.00%NewQ2 2026
WMTWalmart Inc.$925K0.56%0.00%NewQ2 2026
SPYSPDR S&P 500 ETF Trust$820K0.49%Not reportedNewQ2 2026
CATCaterpillar Inc$784K0.47%0.00%NewQ2 2026
TERTeradyne, Inc$753K0.45%0.00%NewQ2 2026
JPMJPMorgan Chase & Co$668K0.40%0.00%NewQ2 2026
BXSLBlackstone Secured Lending Fund$651K0.39%0.01%NewQ2 2026
IBMInternational Business Machines Corp$621K0.37%0.00%NewQ2 2026
BALLBALL Corp$616K0.37%0.00%NewQ2 2026
APHAmphenol Corp$601K0.36%0.00%NewQ2 2026
SKYYSkye International, Inc$588K0.35%Not reportedNewQ2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd$531K0.32%0.00%NewQ2 2026
PEPPepsico Inc$450K0.27%0.00%NewQ2 2026
AMATApplied Materials Inc$448K0.27%0.00%NewQ2 2026
QQQInvesco QQQ Trust, Series 1$446K0.27%Not reportedNewQ2 2026
SCHISterling Chemicals Inc$426K0.26%Not reportedNewQ2 2026
CVXChevron Corp$420K0.25%0.00%NewQ2 2026
NKENIKE, Inc.$414K0.25%0.00%NewQ2 2026
CSCOCisco Systems, Inc.$399K0.24%0.00%NewQ2 2026
GEVGE Vernova Inc.$399K0.24%0.00%NewQ2 2026
COSTCostco Wholesale Corp$391K0.24%0.00%NewQ2 2026
INTCIntel Corp$375K0.23%0.00%NewQ2 2026
DJPBarclays Bank PLC$364K0.22%Not reportedNewQ2 2026
GEGeneral Electric Co$359K0.22%0.00%NewQ2 2026
BLKBlackRock, Inc.$344K0.21%0.00%NewQ2 2026
PANWPalo Alto Networks Inc$322K0.19%0.00%NewQ2 2026
VZVerizon Communications Inc$297K0.18%0.00%NewQ2 2026
ASMLAsml Holding NV$294K0.18%0.00%NewQ2 2026
MCDMcdonalds Corp$274K0.17%0.00%NewQ2 2026
OUSABrendan Technologies Inc$264K0.16%Not reportedNewQ2 2026
MNSTMonster Beverage Corp$260K0.16%0.00%NewQ2 2026
BEBloom Energy Corp$257K0.15%0.00%NewQ2 2026
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