StockDriftsStockDriftsTop 50 Capstone Wealth Management Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.12% | 36.4K | $12.1M | -1.67%(-619) | $267.99(+27.97%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 5.28% | 45.9K | $9.0M | -0.71%(-326) | $159.01(+16.95%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 4.69% | 86.9K | $8.0M | -2.54%(-2.27K) | $91.64(-0.08%) | 2026-09-30 | |
| BILS | SPDR SERIES TRUST | 3.23% | 55.2K | $5.5M | +15.47%(+7.40K) | $99.39(-0.15%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.01% | 22.4K | $5.1M | -1.23%(-278) | $182.63(+18.87%) | 2026-09-30 | |
| XLF | SELECT SECTOR SPDR TR | 2.71% | 86.4K | $4.6M | +0.03%(+23) | $50.99(+7.99%) | 2026-09-30 | |
| LRCX | LAM RESEARCH CORP | 2.62% | 13.6K | $4.5M | +2.38%(+316) | $318.13(-14.44%) | 2026-09-30 | |
| ITA | ISHARES TR | 2.58% | 21.2K | $4.4M | -1.18%(-253) | $226.60(-8.32%) | 2026-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.56% | 77.5K | $4.4M | +9.02%(+6.41K) | $56.09(+1.73%) | 2026-09-30 | |
| GDX | VANECK ETF TRUST | 2.44% | 47.3K | $4.2M | -3.66%(-1.80K) | $80.62(+7.26%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.39% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.64% |
Capstone Wealth Management Group INC reports $170.00M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.1%), XLK (5.3%) and BIL (4.7%). The top 20 holdings account for 54.53% of reported assets. Its disclosed equity book has returned +2.39% cumulatively over 1 quarter. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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