account_balance
Investment manager · 13F filer · SEC CIK 2140601
Capstone Wealth Management Group, Inc.
Reported value$170Mas of Sep 30, 2026
Positions123 6 new, 6 sold out
Top 10 weight38.1%AAPL alone is 7%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.1%
XLKSelect Sector SPDR Tr
5.3%
BILSPDR Series Trust
4.7%Trimmed −3%
XOMExxonMobil Holdings Corp
4.3%
BILSSPDR Series Trust
3.2%Added +15%
NVDANVIDIA Corp
3.0%
XLFSelect Sector SPDR Tr
2.7%
LRCXLam Research Corp
2.6%Added +2%
ITAiShares Tr
2.6%
JEPIJ P Morgan Exchange Traded F
2.6%Added +9%
GDXVaneck ETF Trust
2.4%−4%
XLVSelect Sector SPDR Tr
2.2%+5%
AAPLApple Inc.
7.1%
XLKSelect Sector SPDR Tr
5.3%
BILSPDR Series Trust
4.7%−3%
XOMExxonMobil Holdings Corp
4.3%
BILSSPDR Series Trust
3.2%+15%
NVDANVIDIA Corp
3.0%
XLFSelect Sector SPDR Tr
2.7%
LRCXLam Research Corp
2.6%
ITAiShares Tr
2.6%
JEPI2.6%
GDX2.4%
XLV2.2%
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. 7.1% Held
XLK Select Sector SPDR Tr 5.3% Held
BIL SPDR Series Trust 4.7% Trimmed −3%
XOM ExxonMobil Holdings Corp 4.3% HeldBILS SPDR Series Trust 3.2% Added +15%
NVDA NVIDIA Corp 3.0% HeldXLF Select Sector SPDR Tr 2.7% Held
LRCX Lam Research Corp 2.6% Added +2%ITA iShares Tr 2.6% Held
JEPI J P Morgan Exchange Traded F 2.6% Added +9%
GDX Vaneck ETF Trust 2.4% Trimmed −4%
XLV Select Sector SPDR Tr 2.2% Added +5%
What changed
Biggest moves since Jun 30, 2026
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