account_balance
Investment manager · 13F filer · SEC CIK 1923052
Capstone Wealth Management Group, LLC
Reported value$236Mas of Sep 30, 2026
Positions76 12 new, 30 sold out
Top 10 weight54.4%SHV alone is 10%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SHViShares Tr
9.6%Added +41%
SPMOInvesco Exch Traded Fd Tr II
7.2%New
AVGOBroadcom Inc.
5.7%Trimmed −8%
MGKVanguard World Fd
5.3%Trimmed −84%
VYMVanguard Whitehall FDS
4.9%Added +12%
LQDiShares Tr
4.7%New
XLGInvesco Exchange Traded Fd T
4.4%New
GSYInvesco Actively Managed Exc
4.3%Added +10%
SPVMInvesco Exchange Traded Fd T
4.2%Trimmed −9%
QQQMInvesco Exch Traded Fd Tr II
4.1%Trimmed −39%
QQQInvesco QQQ Tr
3.6%−4%
BSCQInvesco Exch TRD SLF Idx Fd
3.5%New
SHViShares Tr
9.6%Added +41%
SPMOInvesco Exch Traded Fd Tr II
7.2%New
AVGOBroadcom Inc.
5.7%−8%
MGKVanguard World Fd
5.3%−84%
VYMVanguard Whitehall FDS
4.9%+12%
LQDiShares Tr
4.7%
XLGInvesco Exchange Traded Fd T
4.4%
GSYInvesco Actively Managed Exc
4.3%
SPVMInvesco Exchange Traded Fd T
4.2%
QQQM4.1%
QQQ3.6%
BSCQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SHV iShares Tr 9.6% Added +41%
SPMO Invesco Exch Traded Fd Tr II 7.2% New
AVGO Broadcom Inc. 5.7% Trimmed −8%MGK Vanguard World Fd 5.3% Trimmed −84%
VYM Vanguard Whitehall FDS 4.9% Added +12%
LQD iShares Tr 4.7% New
XLG Invesco Exchange Traded Fd T 4.4% New
GSY Invesco Actively Managed Exc 4.3% Added +10%
SPVM Invesco Exchange Traded Fd T 4.2% Trimmed −9%
QQQM Invesco Exch Traded Fd Tr II 4.1% Trimmed −39%
QQQ Invesco QQQ Tr 3.6% Trimmed −4%
BSCQ Invesco Exch TRD SLF Idx Fd 3.5% New
What changed
Biggest moves since Jun 30, 2026
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