account_balance

Investment manager · 13F filer · SEC CIK 2059649

Capstone Wealth Management Group LLC

Reported value$163Mas of Mar 31, 2026
Positions123
Top 10 weight37.2%AAPL alone is 6%
FiledApr 1616 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

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
AAPL Apple Inc. 6.1%
BIL SPDR Series Trust 5.2%
XOM ExxonMobil Holdings Corp 4.7%
XLK Select Sector SPDR Tr 3.8%
WPM Wheaton Precious Metals Corp. 3.1%
ITA iShares Tr 3.0%
BILS SPDR Series Trust 2.9%
XLF Select Sector SPDR Tr 2.8%
GDX Vaneck ETF Trust 2.8%
BRK-B Berkshire Hathaway Inc 2.7% SLV iShares Silver Trust 2.5%
JEPI J P Morgan Exchange Traded F 2.4%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist