Capstone Wealth Management Group, Inc. holds a diversified book of 123 stocks worth $165.9M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). Their largest long position is Apple Inc at 6% of the equity book.
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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.
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
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 |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $532.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $146.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.5B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $413.0B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $155.3B |
| LPL Financial LLC | 79 / 80 | $82.1B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $68.6B |
| Cetera Investment Advisers | 79 / 80 | $21.1B |
Ranked by how many of Capstone Wealth Management Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 123 | $165.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.