StockDriftsStockDriftsTop 50 Capstone Wealth Management Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 6.94% | 64.8K | $19.6M | +12.94%(+7.43K) | $223.87(+34.64%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 5.92% | 190.4K | $16.7M | +16.55%(+27.05K) | $65.43(+38.32%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.9% | 44.2K | $16.7M | +2.55%(+1.10K) | $108.74(+262.10%) | 2026-06-30 | |
| SHV | ISHARES TR | 5.68% | 145.5K | $16.1M | -6.53%(-10.16K) | $110.42(-0.16%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 4.81% | 151.1K | $13.6M | +34.57%(+38.82K) | $76.39(+14.98%) | 2026-06-30 | |
| SPVM | INVESCO EXCHANGE TRADED FD T | 4.41% | 167.8K | $12.5M | +5.10%(+8.14K) | $60.93(+28.44%) | 2026-06-30 | |
| IGIB | ISHARES TR | 4.19% | 223.0K | $11.9M | new | $53.05(-1.81%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 4.13% | 74.0K | $11.7M | -2.18%(-1.65K) | $107.69(+54.40%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.79% | 14.6K | $10.7M | +1.17%(+169) | $403.67(+81.46%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.78% | 49.1K | $10.7M | +27.23%(+10.51K) | $181.36(+25.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.10% | +44.68% | — | — | +31.99% |
| Top 20 Holdings Unweighted | +15.75% | +55.10% | — | — | +47.81% |
Capstone Wealth Management Group LLC reports $283.64M in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are QQQM (6.9%), MGK (5.9%) and AVGO (5.9%). The top 20 holdings account for 74.27% of reported assets. Its disclosed equity book has returned +44.68% on a three-year cumulative basis. Figures reflect the Q2 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 LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1923052). View Capstone Wealth Management Group LLC’s 13F filings on SEC