CAPSTONE WEALTH MANAGEMENT GROUP, LLC - Portfolio Stock Holdings
CAPSTONE WEALTH MANAGEMENT GROUP, LLC disclosed 106 stock positions in a recent SEC 13F filing. $244,410,850 of stock holdings were filed, with the largest holdings including SHV, SPMO, and AVGO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $356,144,460 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
106Est. Stock Holding Value:
$244,410,850Top Stock Holdings By Sector
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Portfolio Stock Holdings - CAPSTONE WEALTH MANAGEMENT GROUP, LLC
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Stock
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% of Portfolio
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