StockDriftsStockDriftsTop 50 Capstone Wealth Management Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.13% | 39.3K | $10.0M | -12.54%(-5.63K) | $241.71(+17.57%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 5.25% | 93.1K | $8.5M | -1.08%(-1.02K) | $91.63(-0.22%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.74% | 45.4K | $7.7M | +0.87%(+390) | $112.69(+37.44%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.82% | 46.7K | $6.2M | -0.04%(-18) | $114.57(+44.57%) | 2026-03-31 | |
| WPM | WHEATON PRECIOUS METALS CORP | 3.06% | 38.0K | $5.0M | -2.06%(-800) | $59.66(+109.93%) | 2026-03-31 | |
| ITA | ISHARES TR | 3% | 22.3K | $4.9M | +1.48%(+325) | $149.04(+44.50%) | 2026-03-31 | |
| BILS | SPDR SERIES TRUST | 2.9% | 47.4K | $4.7M | +4.28%(+1.95K) | $99.37(-0.18%) | 2026-03-31 | |
| XLF | SELECT SECTOR SPDR TR | 2.83% | 93.1K | $4.6M | -4.95%(-4.85K) | $46.83(+10.18%) | 2026-03-31 | |
| GDX | VANECK ETF TRUST | 2.77% | 49.1K | $4.5M | +0.00%(+0) | $41.35(+107.50%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.68% | 9.1K | $4.4M | +0.89%(+80) | $457.90(+1.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.19% |
Capstone Wealth Management Group Llc reports $162.51M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.1%), BIL (5.3%) and XOM (4.7%). The top 20 holdings account for 57.33% of reported assets. Its disclosed equity book has returned +16.50% cumulatively over 5 quarters. Figures reflect the Q1 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 2059649). View Capstone Wealth Management Group Llc’s 13F filings on SEC