CAPSTONE WEALTH MANAGEMENT GROUP, LLC: 13F holdings
CIK 19230522026Q2
| Positions | 96 |
|---|
| Reported value | $283.6m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 96 (-1 vs prior quarter) |
|---|
| Reported value | $283.6m (+18.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQM INVESCO EXCH TRADED FD TR II | 64,823 | $19.6m | 6.9% |
| MGK VANGUARD WORLD FD | 190,425 | $16.7m | 5.9% |
| AVGO BROADCOM INC | 44,197 | $16.7m | 5.9% |
| SHV ISHARES TR | 145,546 | $16.1m | 5.7% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 151,133 | $13.6m | 4.8% |
| INVESCO EXCHANGE TRADED FD T | 167,795 | $12.5m | 4.4% |
| IGIB ISHARES TR | 223,045 | $11.9m | 4.2% |
| VYM VANGUARD WHITEHALL FDS | 74,000 | $11.7m | 4.1% |
| QQQ INVESCO QQQ TR | 14,571 | $10.7m | 3.8% |
| VTV VANGUARD INDEX FDS | 49,097 | $10.7m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1923052")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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