§ 13F · FUND PROFILE
CAPSTONE WEALTH MANAGEMENT GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $104.2T (13F)Positions · 54Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 163K | $18.0T | 7.5% | −21% |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | 143K | $17.1T | 7.1% | +1% |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 57K | $14.5T | 6.1% | +46% |
| 4 | AVGO | BROADCOM INC | 41K | $14.2T | 5.9% | +1% |
| 5 | MGK | VANGUARD WORLD FD | 32K | $13.1T | 5.5% | +2% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 81K | $11.6T | 4.9% | −2% |
| 7 | LQD | ISHARES TR | 103K | $11.3T | 4.7% | +4% |
| 8 | SPVM | INVESCO EXCHANGE TRADED FD T | 158K | $10.7T | 4.5% | +4% |
| 9 | GSY | INVESCO ACTIVELY MANAGED EXC | 191K | $9.6T | 4.0% | −5% |
| 10 | XLG | INVESCO EXCHANGE TRADED FD T | 162K | $9.6T | 4.0% | −11% |
§ 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 $104211.2 trillion in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed