§ 13F · FUND PROFILE
Capstone Wealth Management Group, Inc..
AUM · $166M (13F)Positions · 123Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 37K | $11M | — | — |
| 2 | XLK | SELECT SECTOR SPDR TR | 46K | $9M | — | — |
| 3 | BIL | SPDR SERIES TRUST | 89K | $8M | — | — |
| 4 | XOM | EXXON MOBIL CORP | 45K | $6M | — | — |
| 5 | LRCX | LAM RESEARCH CORP | 13K | $6M | — | — |
| 6 | ITA | ISHARES TR | 21K | $5M | — | — |
| 7 | BILS | SPDR SERIES TRUST | 48K | $5M | — | — |
| 8 | XLF | SELECT SECTOR SPDR TR | 86K | $5M | — | — |
| 9 | NVDA | NVIDIA CORPORATION | 23K | $5M | — | — |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | 71K | $4M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPSTONE SIGNAL
AC read
Capstone Wealth Management Group, Inc. is a institutional fund managing $166 million in assets. The fund runs a portfolio of 123 positions.
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