§ 13F · FUND PROFILE
Capstone Wealth Management Group LLC.
AUM · $157M (13F)Positions · 125Turnover · n/a · Q1Filed · Apr 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 39K | $10M | 6.1% | −13% |
| 2 | BIL | SPDR SERIES TRUST | 93K | $9M | 5.2% | −1% |
| 3 | XOM | EXXON MOBIL CORP | 45K | $8M | 4.7% | +1% |
| 4 | XLK | SELECT SECTOR SPDR TR | 47K | $6M | 3.8% | ±0% |
| 5 | WPM | WHEATON PRECIOUS METALS CORP | 38K | $5M | 3.1% | −2% |
| 6 | ITA | ISHARES TR | 22K | $5M | 3.0% | +1% |
| 7 | BILS | SPDR SERIES TRUST | 47K | $5M | 2.9% | +4% |
| 8 | XLF | SELECT SECTOR SPDR TR | 93K | $5M | 2.8% | −5% |
| 9 | GDX | VANECK ETF TRUST | 49K | $5M | 2.8% | ±0% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 9K | $4M | 2.7% | +1% |
§ 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 $157 million in assets. The fund runs a portfolio of 125 positions.
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