Capstone Wealth Management Group, Inc.: 13F holdings
CIK 21406012026Q2
| Positions | 123 |
|---|---|
| Reported value | $165.9m |
| Filed | 2026-07-27 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 36,976 | $10.7m | 6.4% |
| XLK SELECT SECTOR SPDR TR | 46,186 | $8.8m | 5.3% |
| BIL SPDR SERIES TRUST | 89,213 | $8.2m | 4.9% |
| EXXON MOBIL CORP | 45,404 | $6.2m | 3.7% |
| LRCX LAM RESEARCH CORP | 13,258 | $5.7m | 3.5% |
| ITA ISHARES TR | 21,426 | $5.2m | 3.1% |
| BILS SPDR SERIES TRUST | 47,846 | $4.8m | 2.9% |
| XLF SELECT SECTOR SPDR TR | 86,334 | $4.6m | 2.8% |
| NVDA NVIDIA CORPORATION | 22,669 | $4.5m | 2.7% |
| JEPI J P MORGAN EXCHANGE TRADED F | 71,089 | $4.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2140601")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.