Capstone Wealth Management Group
Capstone Wealth Management Group reported 94 stocks worth $283M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are QQQM (6.9%), MGK (5.9%) and AVGO (5.9%). Compared with Q1 2026, the fund opened new positions in IGIB, SOXQ and IVW, added to QQQM, MGK and AVGO, trimmed SHV, VYM and GSY and sold out of LQD, SPMO and AAAU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQM Invesco Nasdaq | $19.6M | 6.9% | 65K | +7,426 (+13%) | 7 of 8 | |
| 2 |  MGK Vanguard Mega Cap Growth | $16.7M | 5.9% | 190K | +158K (+483%) | 8 of 8 | |
| 3 |  AVGO Broadcom Inc | $16.7M | 5.9% | 44K | +1,097 (+3%) | 7 of 8 | |
| 4 |  SHV Ishares TR | $16.1M | 5.7% | 146K | −10K (−7%) | 8 of 8 | |
| 5 |  SPHQ Invesco Exchange Traded FD T | $13.6M | 4.8% | 151K | +39K (+35%) | 3 of 8 | |
| 6 |  SPVM Invesco S&P 500 Value With Momentum ETF | $12.5M | 4.4% | 168K | +8,137 (+5%) | 5 of 8 | |
| 7 |  IGIB Ishares TR | $11.9M | 4.2% | 223K | New position | 1 of 8 | |
| 8 |  VYM Vanguard Whitehall Fds | $11.7M | 4.1% | 74K | −1,650 (−2%) | 8 of 8 | |
| 9 |  QQQ Invesco Qqq TR | $10.7M | 3.8% | 15K | +169 (+1%) | 7 of 8 | |
| 10 |  VTV Vanguard Index Fds | $10.7M | 3.8% | 49K | +11K (+27%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LQD Ishares Iboxx Invt Grade | $12.1M | 111K |
 SPMO Invesco S&P | $6.5M | 58K |
 AAAU Goldman Sachs | $3.2M | 69K |
 IWC Ishares TR | $2.4M | 15K |
 BSCQ Invesco Exch Trd Slf Idx FD | $2.4M | 121K |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Capstone Wealth Management Group 13F FAQ
What does Capstone Wealth Management Group own?
Capstone Wealth Management Group reported 94 stocks worth $283M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are QQQM (6.9%), MGK (5.9%) and AVGO (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Capstone Wealth Management Group buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 51 added to, 28 trimmed and 13 sold out. New positions include IGIB, SOXQ and IVW. It sold all of LQD, SPMO and AAAU.
When will Capstone Wealth Management Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Capstone Wealth Management Group's portfolio worth?
The Q2 2026 filing reports $283M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.