Capstone Wealth Management Group, Inc.
Q3 2026 13F filing
Updated 17 days ago123 disclosed positions worth $170M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $12.1M | 36.4K | 7.12% | Trimmed(-1.7%) |
| 2 | S SELECT SECTOR SPDR TR | $9M | 45.9K | 5.28% | Trimmed(-0.7%) |
| 3 | S SPDR SERIES TRUST | $8M | 86.9K | 4.69% | Trimmed(-2.5%) |
| 4 | X EXXONMOBIL HOLDINGS CORP | $7.4M | 45.4K | 4.34% | — |
| 5 | S SPDR SERIES TRUST | $5.5M | 55.2K | 3.23% | Added(+15.5%) |
| 6 | N NVIDIA CORPORATION | $5.1M | 22.4K | 3.01% | Trimmed(-1.2%) |
| 7 | S SELECT SECTOR SPDR TR | $4.6M | 86.4K | 2.71% | Added(+0.0%) |
| 8 | L LAM RESEARCH CORP | $4.5M | 13.6K | 2.62% | Added(+2.4%) |
| 9 | E ISHARES TR | $4.4M | 21.2K | 2.58% | Trimmed(-1.2%) |
| 10 | J J P MORGAN EXCHANGE TRADED F | $4.4M | 77.5K | 2.56% | Added(+9.0%) |
| 11 | H VANECK ETF TRUST | $4.2M | 47.3K | 2.44% | Trimmed(-3.7%) |
| 12 | S SELECT SECTOR SPDR TR | $3.7M | 22.1K | 2.19% | Added(+4.8%) |
| 13 | S SELECT SECTOR SPDR TR | $3.6M | 58.4K | 2.11% | Trimmed(-0.8%) |
| 14 | G ALPHABET INC | $3.5M | 10.2K | 2.05% | Trimmed(-0.5%) |
| 15 | J J P MORGAN EXCHANGE TRADED F | $3.4M | 55.3K | 1.99% | Added(+2.3%) |
| 16 | B BERKSHIRE HATHAWAY INC DEL | $3.3M | 6.7K | 1.96% | Trimmed(-12.0%) |
| 17 | M MICROSOFT CORP | $3.3M | 6.5K | 1.95% | Added(+4.1%) |
| 18 | E ISHARES TR | $2.7M | 4.7K | 1.57% | Trimmed(-4.5%) |
| 19 | I INVESCO EXCHANGE TRADED FD T | $2.7M | 42.0K | 1.57% | Trimmed(-2.3%) |
| 20 | G ALPHABET INC | $2.5M | 7.3K | 1.47% | Added(+1.0%) |
| 21 | B VANGUARD SPECIALIZED FUNDS | $2.4M | 10.4K | 1.43% | Trimmed(-0.8%) |
| 22 | M META PLATFORMS INC | $2.4M | 3.3K | 1.41% | Trimmed(-0.2%) |
| 23 | A ALPS ETF TR | $2.3M | 44.9K | 1.37% | Added(+6.5%) |
| 24 | A AMAZON COM INC | $2.2M | 8.8K | 1.29% | Trimmed(-0.1%) |
| 25 | S ISHARES SILVER TR | $2.1M | 38.2K | 1.22% | Trimmed(-8.3%) |
| 26 | V VANGUARD INDEX FDS | $2.1M | 7.3K | 1.22% | Added(+8.0%) |
| 27 | W WHEATON PRECIOUS METALS CORP | $2M | 15.3K | 1.20% | Trimmed(-5.5%) |
| 28 | E ISHARES TR | $2M | 67.4K | 1.17% | Trimmed(-4.8%) |
| 29 | A SELECT SECTOR SPDR TR | $2M | 24.6K | 1.17% | Added(+6.9%) |
| 30 | V VANGUARD INSTL INDEX FD | $1.9M | 25.3K | 1.13% | Added(+130.7%) |
| 31 | V VANGUARD INDEX FDS | $1.6M | 2.3K | 0.95% | Added(+0.0%) |
| 32 | G SPDR GOLD TR | $1.5M | 3.8K | 0.86% | Trimmed(-4.4%) |
| 33 | B WISDOMTREE TR | $1.4M | 7.9K | 0.84% | Added(+8.6%) |
| 34 | J JOHNSON & JOHNSON | $1.4M | 5.3K | 0.83% | Trimmed(-1.3%) |
| 35 | S SSGA ACTIVE ETF TR | $1.3M | 32.7K | 0.78% | Trimmed(-0.6%) |
| 36 | V VANGUARD TAX-MANAGED FDS | $1.3M | 18.2K | 0.76% | Added(+2.0%) |
| 37 | V VANGUARD INDEX FDS | $1.2M | 5.7K | 0.72% | Trimmed(-5.9%) |
| 38 | A BROADCOM INC | $1.2M | 3.4K | 0.69% | Added(+0.1%) |
| 39 | I INVESCO EXCH TRADED FD TR II | $1.2M | 16.6K | 0.69% | Trimmed(-2.7%) |
| 40 | U UNITED RENTALS INC | $1M | 1.0K | 0.60% | Added(+10.4%) |
| 41 | B ISHARES TR | $1000K | 9.6K | 0.59% | Trimmed(-0.5%) |
| 42 | W WALMART INC | $969K | 9.3K | 0.57% | Added(+14.2%) |
| 43 | C SPDR SERIES TRUST | $934K | 9.2K | 0.55% | Unchanged |
| 44 | S SELECT SECTOR SPDR TR | $848K | 7.6K | 0.50% | Trimmed(-2.9%) |
| 45 | S SPDR SERIES TRUST | $799K | 5.5K | 0.47% | Added(+1.2%) |
| 46 | S STATE STR SPDR S&P 500 ETF T | $789K | 1.0K | 0.46% | Trimmed(-5.7%) |
| 47 | V VANGUARD WORLD FD | $777K | 8.4K | 0.46% | Added(+2.2%) |
| 48 | A AXON ENTERPRISE INC | $754K | 1.8K | 0.44% | Added(+2.6%) |
| 49 | I INVESCO EXCHANGE TRADED FD T | $750K | 4.9K | 0.44% | Added(+15.8%) |
| 50 | G CORNING INC | $732K | 4.8K | 0.43% | Trimmed(-1.5%) |