CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CIK 0001923052 · DUNMORE, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$283.6M
2026 Q2
Positions
96
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
QQQM
INVESCO EXCH TRADED FD TR II
6.9%
MGK
VANGUARD WORLD FD
5.9%
AVGO
BROADCOM INC
5.9%
SHV
ISHARES TR
5.7%
SPHQ
INVESCO EXCHANGE TRADED FD T
4.8%
SPVM
INVESCO EXCHANGE TRADED FD T
4.4%
IGIB
ISHARES TR
4.2%
VYM
VANGUARD WHITEHALL FDS
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.