Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $10.7M | 6.4% | |
| XLKSelect Sector Spdr Tr | $8.8M | 5.3% | |
| BILSpdr Series Trust | $8.2M | 4.9% | |
| Exxon Mobil CorpCUSIP 30231G102 | $6.2M | 3.7% | |
| LRCXLam Research Corp | $5.7M | 3.5% | |
| ITAIshares Tr | $5.2M | 3.1% | |
| BILSSpdr Series Trust | $4.8M | 2.9% | |
| XLFSelect Sector Spdr Tr | $4.6M | 2.8% | |
| NVDANvidia Corporation | $4.5M | 2.7% | |
| JEPIJ P Morgan Exchange Traded F | $4.0M | 2.4% | |
| BRK/BBerkshire Hathaway Inc Del | $3.8M | 2.3% | |
| GDXVaneck Etf Trust | $3.7M | 2.2% | |
| GOOGAlphabet Inc | $3.6M | 2.2% | |
| XLVSelect Sector Spdr Tr | $3.4M | 2.0% | |
| JEPQJ P Morgan Exchange Traded F | $3.3M | 2.0% | |
| SOXXIshares Tr | $3.2M | 1.9% | |
| XLESelect Sector Spdr Tr | $3.1M | 1.9% | |
| XLGInvesco Exchange Traded Fd T | $2.6M | 1.6% | |
| GOOGLAlphabet Inc | $2.6M | 1.5% | |
| VIGVanguard Specialized Funds | $2.5M | 1.5% | |
| MSFTMicrosoft Corp | $2.3M | 1.4% | |
| SLVIshares Silver Tr | $2.2M | 1.3% | |
| AMLPAlps Etf Tr | $2.2M | 1.3% | |
| PFFIshares Tr | $2.2M | 1.3% | |
| AMZNAmazon Com Inc | $2.1M | 1.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Capstone Wealth Management Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2140601&type=13F-HR&dateb=&owner=include&count=40CIK 2140601
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2140601/000208585326000874/Filed July 27, 2026 · accession 0002085853-26-000874