Capstone Wealth Management Group LLC
Capstone Wealth Management Group LLC reported 123 positions worth $162.5M as of March 31, 2026 (13F filed April 16, 2026). Largest holding: AAPL (6.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $10.0M | 6.13% | 39,275 | — | — | |
| ▸ 2 | BIL | SH | $8.5M | 5.25% | 93,085 | — | — | |
| ▸ 3 | EXMOC | SH | $7.7M | 4.74% | 45,401 | — | — | |
| ▸ 4 | XLK | SH | $6.2M | 3.82% | 46,701 | — | — | |
| ▸ 5 | WPM | SH | $5.0M | 3.06% | 37,960 | — | — | |
| ▸ 6 | ITA | SH | $4.9M | 3.00% | 22,319 | — | — | |
| ▸ 7 | BILS | SH | $4.7M | 2.90% | 47,397 | — | — | |
| ▸ 8 | XLF | SH | $4.6M | 2.83% | 93,079 | — | — | |
| ▸ 9 | GDX | SH | $4.5M | 2.77% | 49,101 | — | — | |
| ▸ 10 | BRK-B | SH | $4.4M | 2.68% | 9,088 | — | — |
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Frequently Asked Questions
What stocks does Capstone Wealth Management Group LLC hold as of Q1 2026?
Capstone Wealth Management Group LLC reported 123 positions worth $162.5M in its Q1 2026 13F filing. Largest positions: AAPL (6.1%), BIL (5.2%), EXMOC (4.7%), XLK (3.8%) and WPM (3.1%).
What did Capstone Wealth Management Group LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capstone Wealth Management Group LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.