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Capstone Wealth Management Group, Inc.
hedge fundUpdated 17 days agoManaged by Capstone Wealth Management Group, Inc. • Latest filing Q3 2026
Portfolio value
$170M
Q3 2026
Filings
2
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
10.2%
Implied from 13F holdings
Top holdings
123 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $12.1M | 36.4K | 7.12% | Trimmed(-1.7%) | |
| 2 | $9M | 45.9K | 5.28% | Trimmed(-0.7%) | |
| 3 | $8M | 86.9K | 4.69% | Trimmed(-2.5%) | |
| 4 | $7.4M | 45.4K | 4.34% | — | |
| 5 | $5.5M | 55.2K | 3.23% | Added(+15.5%) | |
| 6 | $5.1M | 22.4K | 3.01% | Trimmed(-1.2%) | |
| 7 | $4.6M | 86.4K | 2.71% | Added(+0.0%) | |
| 8 | $4.5M | 13.6K | 2.62% | Added(+2.4%) | |
| 9 | $4.4M | 21.2K | 2.58% | Trimmed(-1.2%) | |
| 10 | $4.4M | 77.5K | 2.56% | Added(+9.0%) | |
| 11 | $4.2M | 47.3K | 2.44% | Trimmed(-3.7%) | |
| 12 | $3.7M | 22.1K | 2.19% | Added(+4.8%) | |
| 13 | $3.6M | 58.4K | 2.11% | Trimmed(-0.8%) | |
| 14 | $3.5M | 10.2K | 2.05% | Trimmed(-0.5%) | |
| 15 | $3.4M | 55.3K | 1.99% | Added(+2.3%) | |
| 16 | $3.3M | 6.7K | 1.96% | Trimmed(-12.0%) | |
| 17 | $3.3M | 6.5K | 1.95% | Added(+4.1%) | |
| 18 | $2.7M | 4.7K | 1.57% | Trimmed(-4.5%) | |
| 19 | $2.7M | 42.0K | 1.57% | Trimmed(-2.3%) | |
| 20 | $2.5M | 7.3K | 1.47% | Added(+1.0%) |