Capstone Wealth Management Group LLC - Portfolio overview

Capstone Wealth Management Group LLC has 133 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.04%
2. BIL - SPDR SERIES TRUST, 5.17%
3. XOM - EXXON MOBIL CORP, 4.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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