Capstone Wealth Management Group, Inc.
CIK 2140601 · Holdings on Jun 30, 2026 · First reported Jul 27, 2026
Top ten holdings
Q2 2026- AAPL6.45%
- XLK5.30%
- BIL4.93%
- EXMOC3.74%
- LRCX3.46%
- ITA3.13%
- BILS2.87%
- XLF2.79%
- NVDA2.73%
- JEPI2.42%
Share classes counted separately37.82%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $10.70M | 6.45% | 36.98K shares | Prior unavailable — | — | ▾ |
| 02 | XLKSS TECHNOLOGY SELECT SECTORST STR TECHN ETF View history and evidence | $8.80M | 5.30% | 46.19K shares | Prior unavailable — | — | ▾ |
| 03 | BILSS SPDR BB 1-3M T-BILL ETFST STR BLO 1 ETF View history and evidence | $8.18M | 4.93% | 89.21K shares | Prior unavailable — | — | ▾ |
| 04 | EXMOCEXXON MOBIL CORP View history and evidence | $6.21M | 3.74% | 45.40K shares | Prior unavailable — | — | ▾ |
| 05 | LRCXLAM RESEARCH CORPCOM NEW View history and evidence | $5.75M | 3.46% | 13.26K shares | Prior unavailable — | — | ▾ |
| 06 | ITAISHARES U.S. AEROSPACE & DEFUS AER DEF ETF View history and evidence | $5.19M | 3.13% | 21.43K shares | Prior unavailable — | — | ▾ |
| 07 | BILSSS SPDRB B 3-12M T-BILL ETFST STR BL 12 ETF View history and evidence | $4.75M | 2.87% | 47.85K shares | Prior unavailable — | — | ▾ |
| 08 | XLFSS FINANCIAL SELECT SECTORST STR FINL ETF View history and evidence | $4.63M | 2.79% | 86.33K shares | Prior unavailable — | — | ▾ |
| 09 | NVDANVIDIA CORP View history and evidence | $4.54M | 2.73% | 22.67K shares | Prior unavailable — | — | ▾ |
| 10 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $4.02M | 2.42% | 71.09K shares | Prior unavailable — | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2140601 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 165936851
}Research all 123 reported holdings.
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