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CAPSTONE WEALTH MANAGEMENT GROUP LLC
CAPSTONE WEALTH MANAGEMENT GROUP LLC
Latest filing: 2026-03-31
CAPSTONE WEALTH MANAGEMENT GROUP LLC runs CAPSTONE WEALTH MANAGEMENT GROUP LLC and currently holds 123 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $162.51M. Their top holdings are AAPL, BIL, XOM, XLK, WPM. The top five represent 23.0% of reported portfolio weight. CAPSTONE WEALTH MANAGEMENT GROUP LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 36 existing positions. They trimmed 38 positions. Their current best-performing preview position is GLW with returns of +55.29%.
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123 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 6.13% | $250.42 | $309.35 | +23.53% | Trimmed -12.54% |
 BIL SPDR SERIES TRUST | 5.25% | $91.52 | $91.60 | +0.09% | Trimmed -1.08% |
 XOM EXXON MOBIL CORP | 4.74% | $108.28 | $165.11 | +52.48% | Added +0.87% |
 XLK SELECT SECTOR SPDR TR | 3.82% | $188.58 | $183.35 | -2.77% | Trimmed -0.04% |
 WPM WHEATON PRECIOUS METALS CORP | 3.06% | $57.73 | $157.73 | +173.22% | Trimmed -2.06% |
 ITA ISHARES TR | 3.00% | $147.23 | $237.38 | +61.23% | Added +1.48% |
 BILS SPDR SERIES TRUST | 2.90% | $99.22 | $99.37 | +0.15% | Added +4.28% |
 XLF SELECT SECTOR SPDR TR | 2.83% | $48.33 | $57.49 | +18.94% | Trimmed -4.95% |
 GDX VANECK ETF TRUST | 2.77% | $40.88 | $102.83 | +151.54% | Held |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 2.68% | $454.60 | $495.77 | +9.06% | Added +0.89% |
Showing 1-10 of 123