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CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Q2 2026 13F filing

Updated 42 days ago

96 disclosed positions worth $283.6M

Portfolio value
$283.6M
Total holdings
96
New positions
12
Closed positions
13
Increased
53
Decreased
28
Turnover
26.0%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

E

INVESCO EXCH TRADED FD TR II

+12.9%
Value
$19.6M
Shares
64.8K
% Port
6.92%
V

VANGUARD WORLD FD

+482.8%
Value
$16.7M
Shares
190.4K
% Port
5.90%
A

BROADCOM INC

+2.5%
Value
$16.7M
Shares
44.2K
% Port
5.89%
E

ISHARES TR

-6.5%
Value
$16.1M
Shares
145.5K
% Port
5.66%
E

INVESCO EXCHANGE TRADED FD T

+34.6%
Value
$13.6M
Shares
151.1K
% Port
4.80%
?
6.N/A

INVESCO EXCHANGE TRADED FD T

+5.1%
Value
$12.5M
Shares
167.8K
% Port
4.40%
E

ISHARES TR

Value
$11.9M
Shares
223.0K
% Port
4.18%
V

VANGUARD WHITEHALL FDS

-2.2%
Value
$11.7M
Shares
74.0K
% Port
4.12%
Q
9.QQQ

INVESCO QQQ TR

+1.2%
Value
$10.7M
Shares
14.6K
% Port
3.78%
V
10.VGES

VANGUARD INDEX FDS

+27.2%
Value
$10.7M
Shares
49.1K
% Port
3.77%
E
11.ETHA

ISHARES TR

+110.6%
Value
$10.1M
Shares
213.2K
% Port
3.57%
V
12.VGES

VANGUARD WORLD FD

+19.7%
Value
$9.3M
Shares
57.1K
% Port
3.29%
I
13.IVZ

INVESCO ACTIVELY MANAGED EXC

-1.9%
Value
$9.2M
Shares
183.0K
% Port
3.24%
K
14.KLAC

KLA CORP

+1005.0%
Value
$8.7M
Shares
28.7K
% Port
3.05%
E
15.ETHA

ISHARES TR

+7.8%
Value
$6.2M
Shares
20.6K
% Port
2.18%
E
16.ETHA

ISHARES TR

+703.7%
Value
$6M
Shares
26.4K
% Port
2.12%
I
17.IVZ

INVESCO EXCHANGE TRADED FD T

+165.0%
Value
$5.8M
Shares
33.9K
% Port
2.03%
N
18.NVDA

NVIDIA CORPORATION

+6.3%
Value
$5M
Shares
24.8K
% Port
1.75%
?
19.N/A

INVESCO EXCH TRADED FD TR II

Value
$4.9M
Shares
43.5K
% Port
1.72%
E
20.ETHA

ISHARES TR

Value
$4.9M
Shares
35.3K
% Port
1.71%
E
21.ETHA

INVESCO EXCHANGE TRADED FD T

-7.2%
Value
$4.8M
Shares
63.4K
% Port
1.69%
A
22.AAPL

APPLE INC

-2.6%
Value
$4.5M
Shares
15.5K
% Port
1.59%
?
23.N/A

INVESCO EXCHANGE TRADED FD T

+1217.0%
Value
$3.9M
Shares
41.6K
% Port
1.37%
G

ALPHABET INC

+2.0%
Value
$3.3M
Shares
9.4K
% Port
1.18%
?
25.N/A

ROUNDHILL ETF TRUST

Value
$3.2M
Shares
43.7K
% Port
1.14%
A
26.AMZN

AMAZON COM INC

-20.4%
Value
$3.1M
Shares
13.0K
% Port
1.10%
M
27.MSFT

MICROSOFT CORP

-8.5%
Value
$1.9M
Shares
5.1K
% Port
0.67%
S

SPDR SERIES TRUST

-0.2%
Value
$1.9M
Shares
30.5K
% Port
0.65%
H
29.HODL

VANECK ETF TRUST

-30.8%
Value
$1.8M
Shares
2.7K
% Port
0.64%
B
30.BX

VANGUARD SPECIALIZED FUNDS

+0.4%
Value
$1.8M
Shares
7.6K
% Port
0.63%
S

SPDR SERIES TRUST

-3.1%
Value
$1.8M
Shares
78.9K
% Port
0.62%
V
32.VGES

VANGUARD WORLD FD

+700.2%
Value
$1.6M
Shares
13.7K
% Port
0.58%
A
33.AMAT

APPLIED MATLS INC

+8.8%
Value
$1.6M
Shares
2.2K
% Port
0.56%
S

SPDR SERIES TRUST

+0.3%
Value
$1.6M
Shares
10.5K
% Port
0.56%
S

SPDR SERIES TRUST

+2.5%
Value
$1.6M
Shares
33.2K
% Port
0.56%
V
36.VGES

VANGUARD INDEX FDS

-0.3%
Value
$1.5M
Shares
4.9K
% Port
0.52%
V
37.VGES

VANGUARD SCOTTSDALE FDS

+10.1%
Value
$1.5M
Shares
18.5K
% Port
0.51%
V
38.VGES

VANGUARD INDEX FDS

+297.0%
Value
$1.5M
Shares
18.1K
% Port
0.51%
C
39.CIEN

CIENA CORP

Value
$1.5M
Shares
3.0K
% Port
0.51%
V
40.VGES

VANGUARD INDEX FDS

+0.1%
Value
$1.2M
Shares
1.8K
% Port
0.44%
E
41.ETHA

ISHARES TR

+6.8%
Value
$1.2M
Shares
23.0K
% Port
0.42%
A

ASML HLDG NV

Value
$1.1M
Shares
575
% Port
0.40%
E
43.ETHA

ISHARES TR

+0.1%
Value
$1.1M
Shares
1.5K
% Port
0.39%
R
44.REGN

REGENERON PHARMACEUTICALS

+0.2%
Value
$1.1M
Shares
1.7K
% Port
0.38%
A
45.ALAB

ASTERA LABS INC

Value
$1.1M
Shares
2.2K
% Port
0.38%
X
46.XOM

EXXON MOBIL CORP

-19.3%
Value
$937K
Shares
6.9K
% Port
0.33%
P
47.PG

PROCTER & GAMBLE CO

-0.9%
Value
$871K
Shares
5.9K
% Port
0.31%
C
48.CVX

CHEVRON CORPORATION

-19.6%
Value
$861K
Shares
5.2K
% Port
0.30%
A
49.ARCC

SPDR SERIES TRUST

-3.8%
Value
$859K
Shares
14.9K
% Port
0.30%
V
50.VGES

VANGUARD SCOTTSDALE FDS

+6.8%
Value
$779K
Shares
6.4K
% Port
0.27%