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CAPSTONE WEALTH MANAGEMENT GROUP LLC 13F portfolio summary

CAPSTONE WEALTH MANAGEMENT GROUP LLC of CAPSTONE WEALTH MANAGEMENT GROUP LLC has 123 current stock holdings with a reported portfolio value of $162.5M. The portfolio 1 year return is +18.48%. Top holdings include SPY (0.00%), QQQ (0.00%), PFF (0.00%), BBBS (0.00%), AAPL (6.29%).

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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 229 among the investors we track. The portfolio is valued at approximately $162.51M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CAPSTONE WEALTH MANAGEMENT GROUP LLC ranks #917 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CAPSTONE WEALTH MANAGEMENT GROUP LLC's portfolio at CAPSTONE WEALTH MANAGEMENT GROUP LLC has delivered returns of +18.48%. Their 3-year annualized return is +17.08%. Looking at the 5-year horizon, CAPSTONE WEALTH MANAGEMENT GROUP LLC has achieved +17.08% annualized returns at CAPSTONE WEALTH MANAGEMENT GROUP LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.48%
#727/1000
3 Year
+17.08%
#919/1000
5 Year
+17.08%
#912/1000

Portfolio Value

$162.51M

Alpha Score

15.7

#917 of 1000

Holdings

123

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change