Capstone Wealth Management Group, Inc. holds a diversified book of 123 reported positions worth $165.9M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2026 would be +3%. That is a simulation of the disclosed long book, not audited returns.
Capstone Wealth Management Group, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Capstone Wealth Management Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
42% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Capstone Wealth Management Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 10 / 80 | $160.4M |
| Noked Israel Ltd | 8 / 80 | $889.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $415.2M |
| Ketron Financial | 20 / 80 | $284.9M |
| Trans-Canada Capital Inc. | 8 / 80 | $1.6B |
| Nicholas Hoffman & Company, LLC. | 38 / 80 | $4.0B |
| Daniel Investment Group, Inc. | 16 / 80 | $135.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Capstone Wealth Management Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $10.7M | 37.0K | 6.4% | ▲New New position | |
| 2 | Select Sector SPDR TR ST STR TECHN ETF | $8.8M | 46.2K | 5.3% | ▲New New position | |
| 3 | SPDR Series Trust ST STR BLO 1 ETF | $8.2M | 89.2K | 4.9% | ▲New New position | |
| 4 | Exxon Mobil Corp COM | $6.2M | 45.4K | 3.7% | ▲New New position | |
| 5 | Lam Research Corp COM NEW | $5.7M | 13.3K | 3.5% | ▲New New position | |
| 6 | Ishares TR US AER DEF ETF | $5.2M | 21.4K | 3.1% | ▲New New position | |
| 7 | SPDR Series Trust ST STR BL 12 ETF | $4.8M | 47.8K | 2.9% | ▲New New position | |
| 8 | Select Sector SPDR TR ST STR FINL ETF | $4.6M | 86.3K | 2.8% | ▲New New position | |
| 9 | Nvidia Corporation COM | $4.5M | 22.7K | 2.7% | ▲New New position | |
| 10 | J P Morgan Exchange Traded F EQUITY PREMIUM | $4.0M | 71.1K | 2.4% | ▲New New position | |
| 11 | Berkshire Hathaway Inc Del CL B NEW | $3.8M | 7.6K | 2.3% | ▲New New position | |
| 12 | Vaneck ETF Trust GOLD MINERS ETF | $3.7M | 49.1K | 2.2% | ▲New New position | |
| 13 | Alphabet Inc CAP STK CL C | $3.6M | 10.3K | 2.2% | ▲New New position | |
| 14 | Select Sector SPDR TR ST STR CARE ETF | $3.4M | 21.1K | 2.0% | ▲New New position | |
| 15 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $3.3M | 54.1K | 2.0% | ▲New New position | |
| 16 | Ishares TR ISHARES SEMICDTR | $3.2M | 4.9K | 1.9% | ▲New New position | |
| 17 | Select Sector SPDR TR ST STR ENERG ETF | $3.1M | 58.9K | 1.9% | ▲New New position | |
| 18 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $2.6M | 43.0K | 1.6% | ▲New New position | |
| 19 | Alphabet Inc CAP STK CL A | $2.6M | 7.2K | 1.5% | ▲New New position | |
| 20 | Vanguard Specialized Funds DIV APP ETF | $2.5M | 10.5K | 1.5% | ▲New New position | |
| 21 | Microsoft Corp COM | $2.3M | 6.2K | 1.4% | ▲New New position | |
| 22 | Ishares Silver TR ISHARES | $2.2M | 41.6K | 1.3% | ▲New New position | |
| 23 | ALPS ETF TR ALERIAN MLP | $2.2M | 42.1K | 1.3% | ▲New New position | |
| 24 | Ishares TR PFD AND INCM SEC | $2.2M | 70.8K | 1.3% | ▲New New position | |
| 25 | Amazon Com Inc COM | $2.1M | 8.8K | 1.3% | ▲New New position | |
| 26 | Vanguard Index FDS SMALL CP ETF | $2.0M | 6.7K | 1.2% | ▲New New position | |
| 27 | Select Sector SPDR TR ST STR STAPL ETF | $1.9M | 23.0K | 1.2% | ▲New New position | |
| 28 | Meta Platforms Inc CL A | $1.9M | 3.3K | 1.1% | ▲New New position | |
| 29 | Wheaton Precious Metals Corp COM | $1.8M | 16.2K | 1.1% | ▲New New position | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $1.6M | 2.3K | 1.0% | ▲New New position | |
| 31 | SPDR Gold TR GOLD SHS | $1.5M | 4.0K | 0.9% | ▲New New position | |
| 32 | Johnson & Johnson COM | $1.4M | 5.4K | 0.8% | ▲New New position | |
| 33 | Ssga Active ETF TR ST STR BL LN ETF | $1.3M | 32.9K | 0.8% | ▲New New position | |
| 34 | Vanguard Index FDS VALUE ETF | $1.3M | 6.0K | 0.8% | ▲New New position | |
| 35 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $1.3M | 17.1K | 0.8% | ▲New New position | |
| 36 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.3M | 17.9K | 0.8% | ▲New New position | |
| 37 | Broadcom Inc COM | $1.3M | 3.4K | 0.8% | ▲New New position | |
| 38 | Wisdomtree TR JAPN HEDGE EQT | $1.3M | 7.3K | 0.8% | ▲New New position | |
| 39 | Corning Inc COM | $1.2M | 4.8K | 0.7% | ▲New New position | |
| 40 | Nlight Inc COM | $1.2M | 17.6K | 0.7% | ▲New New position | |
| 41 | Ishares TR TIPS BD ETF | $1.1M | 9.7K | 0.6% | ▲New New position | |
| 42 | United Rentals Inc COM | $1.0M | 923 | 0.6% | ▲New New position | |
| 43 | SPDR Series Trust ST STR CONV ETF | $995K | 9.2K | 0.6% | ▲New New position | |
| 44 | Axon Enterprise Inc COM | $975K | 1.7K | 0.6% | ▲New New position | |
| 45 | Walmart Inc COM | $925K | 8.2K | 0.6% | ▲New New position | |
| 46 | Select Sector SPDR TR ST STR SVC ETF | $843K | 7.9K | 0.5% | ▲New New position | |
| 47 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $831K | 11.0K | 0.5% | ▲New New position | |
| 48 | SPDR Series Trust ST STR SP DIV | $820K | 5.4K | 0.5% | ▲New New position | |
| 49 | State STR SPDR S&P 500 ETF T TR UNIT | $820K | 1.1K | 0.5% | ▲New New position | |
| 50 | Invesco Exchange Traded FD T SEMICONDUCTORS | $798K | 4.3K | 0.5% | ▲New New position |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2140601/holdings"
Use Arkolith to show Capstone Wealth Management Group, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 123 | $165.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.