Capstone Wealth Management Group
Capstone Wealth Management Group reported 123 stocks worth $170M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are AAPL (7.1%), XLK (5.3%) and BIL (4.7%). Compared with Q2 2026, the fund opened new positions in XOM and DIVO, added to BILS, LRCX and JEPI, trimmed AAPL, XLK and BIL and sold out of XOM, UDN and SCHF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $12.1M | 7.1% | 36K | −619 (−2%) | 2 of 2 | |
| 2 |  XLK Select Sector Spdr TR | $9M | 5.3% | 46K | −326 (−1%) | 2 of 2 | |
| 3 |  BIL ST Stert Spdr Blmbg 1 3 | $8M | 4.7% | 87K | −2,266 (−3%) | 2 of 2 | |
| 4 |  XOM Exxon Mobil Corp | $7.4M | 4.3% | 45K | New position | 1 of 2 | |
| 5 |  BILS Spdr Series Trust | $5.5M | 3.2% | 55K | +7,403 (+15%) | 2 of 2 | |
| 6 |  NVDA Nvidia Corporation | $5.1M | 3.0% | 22K | −278 (−1%) | 2 of 2 | |
| 7 |  XLF Select Sector Spdr TR | $4.6M | 2.7% | 86K | No change | 2 of 2 | |
| 8 |  LRCX Lam Research Corp | $4.5M | 2.6% | 14K | +316 (+2%) | 2 of 2 | |
| 9 |  ITA Ishares US Aerospace | $4.4M | 2.6% | 21K | −253 (−1%) | 2 of 2 | |
| 10 |  JEPI J P Morgan Exchange Traded F | $4.4M | 2.6% | 78K | +6,414 (+9%) | 2 of 2 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
XOM Exxon Mobil Corp | $6.2M | 45K |
 UDN Invesco DB US Dlr Index TR | $249K | 14K |
 SCHF Schwab International | $227K | 8,202 |
 MRVL Marvell Technology Inc | $223K | 750 |
 EFA Ishares TR | $219K | 2,108 |
🔒 Free account: see all 7.
Reported value
last 2 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 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 123 stocks worth $170M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are AAPL (7.1%), XLK (5.3%) and BIL (4.7%). 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 Q3 2026?
Compared with Q2 2026: 7 new positions, 48 added to, 36 trimmed and 7 sold out. New positions include XOM and DIVO. It sold all of XOM, UDN and SCHF.
When will Capstone Wealth Management Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Capstone Wealth Management Group's portfolio worth?
The Q3 2026 filing reports $170M 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.