Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC (CIK 1923052) reported $238.8M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHV ($17.2M, 7.20%), QQQM ($13.6M, 5.71%), AVGO ($13.3M, 5.59%), LQD ($12.1M, 5.09%), MGK ($12.0M, 5.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | $17.2M | 7.20% | 155,706 | Trimmed |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $13.6M | 5.71% | 57,397 | Added |
| 3 | AVGO | BROADCOM INC | $13.3M | 5.59% | 43,100 | Added |
| 4 | LQD | ISHARES TR | $12.1M | 5.09% | 111,478 | Added |
| 5 | MGK | VANGUARD WORLD FD | $12.0M | 5.03% | 32,676 | Added |
| 6 | VYM | VANGUARD WHITEHALL FDS | $11.2M | 4.69% | 75,650 | Trimmed |
| 7 | SPVM | INVESCO EXCHANGE TRADED FD T | $11.0M | 4.61% | 159,658 | Added |
| 8 | GSY | INVESCO ACTIVELY MANAGED EXC | $9.4M | 3.92% | 186,611 | Trimmed |
| 9 | SPHQ | INVESCO EXCHANGE TRADED FD T | $8.4M | 3.54% | 112,312 | Added |
| 10 | QQQ | INVESCO QQQ TR | $8.3M | 3.48% | 14,402 | Added |
| 11 | VTV | VANGUARD INDEX FDS | $7.6M | 3.17% | 38,590 | Added |
| 12 | MGV | VANGUARD WORLD FD | $6.9M | 2.90% | 47,733 | Added |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | $6.5M | 2.72% | 57,831 | Trimmed |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $6.2M | 2.60% | 32,301 | New |
| 15 | QLTA | ISHARES TR | $4.8M | 2.02% | 101,235 | New |
| 16 | PWV | INVESCO EXCHANGE TRADED FD T | $4.8M | 1.99% | 68,253 | Added |
| 17 | IWM | ISHARES TR | $4.7M | 1.98% | 19,073 | New |
| 18 | NVDA | NVIDIA CORPORATION | $4.1M | 1.70% | 23,320 | Added |
| 19 | AAPL | APPLE INC | $4.1M | 1.70% | 15,968 | Trimmed |
| 20 | KLAC | KLA CORP | $3.8M | 1.60% | 2,596 | New |
| 21 | AMZN | AMAZON COM INC | $3.4M | 1.43% | 16,382 | Trimmed |
| 22 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $3.2M | 1.34% | 69,044 | Added |
| 23 | XLE | SELECT SECTOR SPDR TR | $2.9M | 1.20% | 46,656 | New |
| 24 | GOOGL | ALPHABET INC | $2.6M | 1.11% | 9,185 | Added |
| 25 | IWC | ISHARES TR | $2.4M | 1.00% | 14,930 | New |
Source: SEC Form 13F filings · as of 2026-03-31