CAPSTONE WEALTH MANAGEMENT GROUP, LLC - Portfolio overview
CAPSTONE WEALTH MANAGEMENT GROUP, LLC has 104 reported holdings in this dataset, with the latest filing dated 2026-04-29.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- SHV - ISHARES TR, 6.69%
- QQQM - INVESCO EXCH TRADED FD TR II, 5.31%
- AVGO - BROADCOM INC, 5.19%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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