Capstone Wealth Management Group, Inc.
Capstone Wealth Management Group, Inc. reported 123 positions worth $165.9M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: AAPL (6.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $10.7M | 6.45% | 36,976 | — | — | |
| ▸ 2 | XLK | SH | $8.8M | 5.30% | 46,186 | — | — | |
| ▸ 3 | BIL | SH | $8.2M | 4.93% | 89,213 | — | — | |
| ▸ 4 | EXMOC | SH | $6.2M | 3.74% | 45,404 | — | — | |
| ▸ 5 | LRCX | SH | $5.7M | 3.46% | 13,258 | — | — | |
| ▸ 6 | ITA | SH | $5.2M | 3.13% | 21,426 | — | — | |
| ▸ 7 | BILS | SH | $4.8M | 2.87% | 47,846 | — | — | |
| ▸ 8 | XLF | SH | $4.6M | 2.79% | 86,334 | — | — | |
| ▸ 9 | NVDA | SH | $4.5M | 2.73% | 22,669 | — | — | |
| ▸ 10 | JEPI | SH | $4.0M | 2.42% | 71,089 | — | — |
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Frequently Asked Questions
What stocks does Capstone Wealth Management Group, Inc. hold as of Q2 2026?
Capstone Wealth Management Group, Inc. reported 123 positions worth $165.9M in its Q2 2026 13F filing. Largest positions: AAPL (6.4%), XLK (5.3%), BIL (4.9%), EXMOC (3.7%) and LRCX (3.5%).
What did Capstone Wealth Management Group, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capstone Wealth Management Group, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.