Holdings of Capstone Wealth Management Group LLC

Name: Holdings of Capstone Wealth Management Group LLC
Creator: Titelia

111 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.9 % of the equity sleeve

Sector breakdown

Technology 15.8 %
Funds 6.1 %
Communication 5.1 %
Energy 5.0 %
Financials 3.7 %
Industrials 2.6 %
Health care 2.2 %
Consumer discretionary 1.9 %
Consumer staples 1.5 %
Utilities 0.5 %
Unattributed 55.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.4 %
MX 0.3 %
TW 0.2 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	109	152.2M $	99.44 %
2	MX	1	486.7K $	0.32 %
3	TW	1	375.8K $	0.25 %

Positions

Rank	Company	Shares	Value
1	Apple Inc	39,275	10M $
2	SPDR Series Trust	93,085	8.5M $
3	Exxon Mobil Corp	45,401	7.7M $
4	SELECT SECTOR SPDR TRUST (THE)	46,701	6.2M $
5	iShares Trust	22,319	4.9M $
6	SPDR Series Trust	47,397	4.7M $
7	Select Sector Spdr Trust	93,079	4.6M $
8	VanEck Gold Miners ETF/USA	49,101	4.5M $
9	Berkshire Hathaway Inc	9,088	4.4M $
10	iShares Silver Trust	58,774	4M $
11	J P Morgan Exchange Traded Fund Trust	69,300	3.9M $
12	NVIDIA Corp	22,296	3.9M $
13	Select Sector Spdr Trust	56,726	3.5M $
14	Lam Research Corp	14,907	3.2M $
15	State Street Health Care Select Sector SPDR ETF	21,123	3.1M $
16	Alphabet Inc	10,486	3M $
17	J P Morgan Exchange Traded Fund Trust	53,515	3M $
18	Johnson & Johnson	11,026	2.7M $
19	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	11,590	2.5M $
20	Invesco Exchange-Traded Fund T	44,505	2.4M $
21	iShares Preferred and Income S	72,844	2.2M $
22	Alphabet Inc	7,622	2.2M $
23	Microsoft Corp	5,765	2.1M $
24	ALPS ETF Trust	39,614	2.1M $
25	SPDR Gold Shares	4,679	2M $
26	Select Sector Spdr Trust	23,198	1.9M $
27	Meta Platforms Inc	3,300	1.9M $
28	Amazon.com Inc	8,611	1.8M $
29	iShares Trust	4,995	1.6M $
30	Vanguard Small-Cap ETF	5,899	1.5M $
31	Vanguard S&P 500 ETF	2,472	1.5M $
32	State Street Blackstone Senior Loan ETF	33,415	1.3M $
33	Vanguard Value ETF	6,668	1.3M $
34	Invesco S&P 500 Low Volatility	17,258	1.3M $
35	nLight Inc	21,778	1.2M $
36	Walmart Inc	9,685	1.2M $
37	Vanguard FTSE Developed Markets ETF	17,318	1.1M $
38	WisdomTree Trust	6,909	1.1M $
39	iShares TIPS Bond ETF	9,651	1.1M $
40	Lockheed Martin Corp	1,680	1M $
41	Blackstone Secured Lending Fund	42,050	996.2K $
42	Broadcom Inc	3,083	954.1K $
43	SPDR Series Trust	10,132	927.3K $
44	SELECT SECTOR SPDR TRUST (THE)	7,956	882K $
45	State Street SPDR S&P 500 ETF Trust	1,328	863.7K $
46	State Street SPDR S&P Dividend ETF	5,820	849.4K $
47	International Business Machines Corp.	3,327	806.3K $
48	Corning Inc	5,107	694.4K $
49	Invesco S&P 500 Equal Weight ETF	3,423	657K $
50	Axon Enterprise Inc	1,541	654.4K $
51	Verizon Communications Inc	12,973	651.2K $
52	JPMorgan Chase & Co	2,203	648.1K $
53	Select Sector Spdr Trust	5,806	632.7K $
54	United Rentals Inc	866	631K $
55	iShares Biotechnology ETF	3,579	604.4K $
56	NIKE Inc	11,341	599K $
57	Caterpillar Inc	836	591.9K $
58	Ball Corp	9,872	583.5K $
59	Vanguard FTSE Europe ETF	6,971	574.6K $
60	Pacer Funds Trust	9,100	569.3K $
61	Vanguard Mega Cap Growth ETF	1,451	533.2K $
62	GE Vernova Inc	602	525.6K $
63	Chevron Corp	2,468	510.7K $
64	PepsiCo Inc	3,229	501.5K $
65	America Movil SAB de CV	19,101	486.7K $
66	First Trust Cloud Computing ETF	4,447	486.3K $
67	Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF	4,382	470.6K $
68	Bristol-Myers Squibb Co	7,755	470.3K $
69	Teradyne Inc	1,555	461K $
70	Vanguard International Equity Index Funds	7,981	431.4K $
71	WISDOMTREE TRUST WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND	8,012	419K $
72	Schwab International Equity ETF	16,712	413.6K $
73	Salesforce Inc	2,131	397.8K $
74	Taiwan Semiconductor Manufacturing Co Ltd	1,112	375.8K $
75	Vanguard Mid-Cap ETF	1,288	369.9K $
76	Costco Wholesale Corp	362	361.2K $
77	Blackrock Inc	372	357.9K $
78	Vanguard Malvern Funds	7,097	354.5K $
79	iPath Bloomberg Commodity Index Total Return ETN	7,335	353.1K $
80	Invesco QQQ Trust Series 1	606	349.9K $
81	Vanguard Scottsdale Funds	5,671	332K $
82	Schwab 5-10 Year Corporate Bond ETF	14,278	323.8K $
83	Invesco Semiconductors ETF	3,425	323.3K $
84	NextEra Energy Inc	3,384	314.3K $
85	Select Sector Spdr Trust	1,869	302.3K $
86	Palantir Technologies Inc	2,050	299.9K $
87	General Electric Co	1,042	295.7K $
88	Atmos Energy Corp	1,576	291.1K $
89	General Motors Co	3,875	288.7K $
90	McDonald's Corp.	911	283.1K $
91	iShares Core 60/40 Balanced Al	4,261	274.2K $
92	Oracle Corp	1,838	270.3K $
93	Vanguard Growth ETF	607	265.3K $
94	Cisco Systems, Inc.	3,398	263.7K $
95	Vanguard Real Estate ETF	2,914	258.5K $
96	Vanguard Total Stock Market ETF	794	254.7K $
97	iShares Core S&P 500 ETF	389	254.4K $
98	iShares Russell 1000 Growth ETF	595	253.6K $
99	Pfizer Inc	8,776	246.4K $
100	Applied Materials Inc	704	240.5K $