§ 13F · FUND PROFILE
CAPSTONE WEALTH MANAGEMENT GROUP, LLC.
AUM · $284M (13F)Positions · 96Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$30M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | 65K | $20M | 6.9% | +13% |
| 2 | MGK | VANGUARD WORLD FD | 190K | $17M | 5.9% | +483% |
| 3 | AVGO | BROADCOM INC | 44K | $17M | 5.9% | +3% |
| 4 | SHV | ISHARES TR | 146K | $16M | 5.7% | −7% |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 151K | $14M | 4.8% | +35% |
| 6 | SPVM | INVESCO EXCHANGE TRADED FD T | 168K | $12M | 4.4% | +5% |
| 7 | IGIB | ISHARES TR | 223K | $12M | 4.2% | NEW |
| 8 | VYM | VANGUARD WHITEHALL FDS | 74K | $12M | 4.1% | −2% |
| 9 | QQQ | INVESCO QQQ TR | 15K | $11M | 3.8% | +1% |
| 10 | VTV | VANGUARD INDEX FDS | 49K | $11M | 3.8% | +27% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPSTONE SIGNAL
AC read
CAPSTONE WEALTH MANAGEMENT GROUP, LLC is a Other fund managing $284 million in assets. The fund runs a portfolio of 96 positions.
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