§ 13F · FUND PROFILE
Capstone Wealth Management Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $137.4T (13F)Positions · 107Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T 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 JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 45K | $12.2T | 7.4% | ±0% |
| 2 | BIL | SPDR SERIES TRUST | 94K | $8.6T | 5.2% | −1% |
| 3 | XLK | SELECT SECTOR SPDR TR | 47K | $6.7T | 4.1% | +98% |
| 4 | XOM | EXXON MOBIL CORP | 45K | $5.4T | 3.3% | ±0% |
| 5 | XLF | SELECT SECTOR SPDR TR | 98K | $5.4T | 3.2% | −4% |
| 6 | NVDA | NVIDIA CORPORATION | 26K | $4.9T | 2.9% | −5% |
| 7 | ITA | ISHARES TR | 22K | $4.7T | 2.9% | ±0% |
| 8 | WPM | WHEATON PRECIOUS METALS CORP | 39K | $4.6T | 2.8% | −1% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 9K | $4.5T | 2.7% | −17% |
| 10 | BILS | SPDR SERIES TRUST | 45K | $4.5T | 2.7% | +8% |
§ 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 $137434.7 trillion in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 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