StockDriftsStockDriftsTop 50 Capstone Wealth Management Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.45% | 37.0K | $10.7M | new | $267.99(+14.43%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 5.3% | 46.2K | $8.8M | new | $159.01(+17.45%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 4.93% | 89.2K | $8.2M | new | $91.64(-0.17%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 3.74% | 45.4K | $6.2M | new | $154.10(+3.67%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 3.46% | 13.3K | $5.7M | new | $316.63(-0.70%) | 2026-06-30 | |
| ITA | ISHARES TR | 3.13% | 21.4K | $5.2M | new | $226.60(+11.15%) | 2026-06-30 | |
| BILS | SPDR SERIES TRUST | 2.87% | 47.8K | $4.8M | new | $99.40(-0.16%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 2.79% | 86.3K | $4.6M | new | $50.99(+13.52%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.73% | 22.7K | $4.5M | new | $182.63(+20.71%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.42% | 71.1K | $4.0M | new | $56.07(+3.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Capstone Wealth Management Group, Inc. reports $165.94M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.5%), XLK (5.3%) and BIL (4.9%). The top 20 holdings account for 56.96% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Capstone Wealth Management Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2140601). View Capstone Wealth Management Group, Inc.’s 13F filings on SEC