Capstone Wealth Management Group LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$156.6B
Holdings
122
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 45,018 | $11.5B | 7.32% | |
| 2 | BILSPDR SERIES TRUST | 95,062 | $8.7B | 5.57% | |
| 3 | XLKSELECT SECTOR SPDR TR | 23,538 | $6.6B | 4.24% | |
| 4 | XLFSELECT SECTOR SPDR TR | 101,924 | $5.5B | 3.51% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,823 | $5.4B | 3.47% | |
| 6 | NVDANVIDIA CORPORATION | 27,505 | $5.1B | 3.28% | |
| 7 | XOMEXXON MOBIL CORP | 45,056 | $5.1B | 3.24% | |
| 8 | ITA*ISHARES TR | 22,094 | $4.6B | 2.95% | |
| 9 | WPMWHEATON PRECIOUS METALS CORP | 39,223 | $4.4B | 2.80% | |
| 10 | BILSSPDR SERIES TRUST | 42,045 | $4.2B | 2.67% | |
| 11 | JEPIJ P MORGAN EXCHANGE TRADED F | 67,911 | $3.9B | 2.48% | |
| 12 | GDXVANECK ETF TRUST | 46,925 | $3.6B | 2.29% | |
| 13 | MSFTMICROSOFT CORP | 6,227 | $3.2B | 2.06% | |
| 14 | GOOGALPHABET INC | 12,753 | $3.1B | 1.98% | |
| 15 | XLVSELECT SECTOR SPDR TR | 21,798 | $3.0B | 1.94% | |
| 16 | JEPQJ P MORGAN EXCHANGE TRADED F | 49,722 | $2.9B | 1.83% | |
| 17 | XLGINVESCO EXCHANGE TRADED FD T | 44,221 | $2.5B | 1.62% | |
| 18 | XLESELECT SECTOR SPDR TR | 28,337 | $2.5B | 1.62% | |
| 19 | VIGVANGUARD SPECIALIZED FUNDS | 11,640 | $2.5B | 1.60% | |
| 20 | PFFISHARES TR | 79,289 | $2.5B | 1.60% | |
| 21 | METAMETA PLATFORMS INC | 3,245 | $2.4B | 1.52% | |
| 22 | SLVISHARES SILVER TR | 55,189 | $2.3B | 1.49% | |
| 23 | LRCXLAM RESEARCH CORP | 16,413 | $2.2B | 1.40% | |
| 24 | JNJJOHNSON & JOHNSON | 11,012 | $2.0B | 1.30% | |
| 25 | GOOGLALPHABET INC | 7,953 | $1.9B | 1.23% | |
| 26 | AMZNAMAZON COM INC | 8,721 | $1.9B | 1.22% | |
| 27 | XLFISELECT SECTOR SPDR TR | 23,615 | $1.9B | 1.18% | |
| 28 | AMLPALPS ETF TR | 38,450 | $1.8B | 1.15% | |
| 29 | GQ9SPDR GOLD TR | 4,643 | $1.7B | 1.05% | |
| 30 | VOOVANGUARD INDEX FDS | 2,498 | $1.5B | 0.98% | |
| 31 | SRLNSSGA ACTIVE ETF TR | 34,215 | $1.4B | 0.91% | |
| 32 | BXSLBLACKSTONE SECD LENDING FD | 52,900 | $1.4B | 0.88% | |
| 33 | SOXXISHARES TR | 5,000 | $1.4B | 0.87% | |
| 34 | VBVANGUARD INDEX FDS | 5,092 | $1.3B | 0.83% | |
| 35 | SPLVINVESCO EXCH TRADED FD TR II | 17,059 | $1.3B | 0.80% | |
| 36 | VTVVANGUARD INDEX FDS | 6,533 | $1.2B | 0.78% | |
| 37 | AXONAXON ENTERPRISE INC | 1,576 | $1.1B | 0.72% | |
| 38 | SPYSPDR S&P 500 ETF TR | 1,628 | $1.1B | 0.69% | |
| 39 | WMTWALMART INC | 10,130 | $1.0B | 0.67% | |
| 40 | IBMINTERNATIONAL BUSINESS MACHS | 3,343 | $943.4M | 0.60% | |
| 41 | XLCSELECT SECTOR SPDR TR | 7,956 | $941.8M | 0.60% | |
| 42 | CWBSPDR SERIES TRUST | 10,132 | $916.9M | 0.59% | |
| 43 | NKENIKE INC | 12,611 | $879.4M | 0.56% | |
| 44 | DXJWISDOMTREE TR | 6,834 | $875.0M | 0.56% | |
| 45 | LMTLOCKHEED MARTIN CORP | 1,678 | $837.6M | 0.53% | |
| 46 | LASRNLIGHT INC | 27,278 | $808.2M | 0.52% | |
| 47 | AVGOBROADCOM INC | 2,377 | $784.3M | 0.50% | |
| 48 | COSTCOSTCO WHSL CORP NEW | 839 | $777.1M | 0.50% | |
| 49 | SDYSPDR SERIES TRUST | 5,395 | $755.6M | 0.48% | |
| 50 | URIUNITED RENTALS INC | 787 | $751.8M | 0.48% | |
| 51 | JPMJPMORGAN CHASE & CO. | 2,364 | $745.6M | 0.48% | |
| 52 | XLYSELECT SECTOR SPDR TR | 3,008 | $720.8M | 0.46% | |
| 53 | VEAVANGUARD TAX-MANAGED FDS | 11,932 | $715.0M | 0.46% | |
| 54 | COWZPACER FDS TR | 11,000 | $632.2M | 0.40% | |
| 55 | BACVERIZON COMMUNICATIONS INC | 14,238 | $625.8M | 0.40% | |
| 56 | AGQPROSHARES TR | 8,391 | $605.5M | 0.39% | |
| 57 | SKYYFIRST TR EXCHANGE TRADED FD | 4,447 | $597.8M | 0.38% | |
| 58 | SDOGALPS ETF TR | 9,835 | $592.4M | 0.38% | |
| 59 | PKWINVESCO EXCHANGE TRADED FD T | 4,067 | $538.8M | 0.34% | |
| 60 | MCDMCDONALDS CORP | 1,677 | $509.7M | 0.33% | |
| 61 | VGKVANGUARD INTL EQUITY INDEX F | 6,246 | $498.4M | 0.32% | |
| 62 | BALLBALL CORP | 9,872 | $497.7M | 0.32% | |
| 63 | IBBISHARES TR | 3,404 | $491.5M | 0.31% | |
| 64 | PLTRPALANTIR TECHNOLOGIES INC | 2,675 | $488.0M | 0.31% | |
| 65 | CRMSALESFORCE INC | 1,994 | $472.6M | 0.30% | |
| 66 | ORCLORACLE CORP | 1,670 | $469.7M | 0.30% | |
| 67 | RSPINVESCO EXCHANGE TRADED FD T | 2,473 | $469.1M | 0.30% | |
| 68 | PEPPEPSICO INC | 3,188 | $447.7M | 0.29% | |
| 69 | TIPISHARES TR | 3,889 | $432.5M | 0.28% | |
| 70 | BLKBLACKROCK INC | 369 | $430.2M | 0.27% | |
| 71 | GLWCORNING INC | 5,216 | $427.8M | 0.27% | |
| 72 | SCHFSCHWAB STRATEGIC TR | 17,466 | $406.6M | 0.26% | |
| 73 | AMXAMERICA MOVIL SAB DE CV | 19,101 | $401.1M | 0.26% | |
| 74 | HEDJWISDOMTREE TR | 7,912 | $398.8M | 0.25% | |
| 75 | RPVINVESCO EXCHANGE TRADED FD T | 3,860 | $383.6M | 0.24% | |
| 76 | VOVANGUARD INDEX FDS | 1,300 | $381.9M | 0.24% | |
| 77 | CVXCHEVRON CORP NEW | 2,458 | $381.7M | 0.24% | |
| 78 | NDQINVESCO QQQ TR | 606 | $363.8M | 0.23% | |
| 79 | VWOVANGUARD INTL EQUITY INDEX F | 6,697 | $362.8M | 0.23% | |
| 80 | VGSHVANGUARD SCOTTSDALE FDS | 5,770 | $339.6M | 0.22% | |
| 81 | TELTE CONNECTIVITY PLC | 1,542 | $338.5M | 0.22% | |
| 82 | CATCATERPILLAR INC | 706 | $336.6M | 0.21% | |
| 83 | DEDEERE & CO | 688 | $314.6M | 0.20% | |
| 84 | GEGE AEROSPACE | 1,041 | $313.3M | 0.20% | |
| 85 | VTIPVANGUARD MALVERN FDS | 6,097 | $308.7M | 0.20% | |
| 86 | OUSAALPS ETF TR | 5,330 | $301.4M | 0.19% | |
| 87 | MGKVANGUARD WORLD FD | 747 | $300.6M | 0.19% | |
| 88 | VNQVANGUARD INDEX FDS | 3,265 | $298.5M | 0.19% | |
| 89 | XLISELECT SECTOR SPDR TR | 1,891 | $291.6M | 0.19% | |
| 90 | TAT&T INC | 10,295 | $290.7M | 0.19% | |
| 91 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,012 | $282.6M | 0.18% | |
| 92 | IWFISHARES TR | 593 | $278.0M | 0.18% | |
| 93 | GEVGE VERNOVA INC | 452 | $277.9M | 0.18% | |
| 94 | AORISHARES TR | 4,261 | $274.3M | 0.18% | |
| 95 | VUGVANGUARD INDEX FDS | 570 | $273.3M | 0.17% | |
| 96 | BMYBRISTOL-MYERS SQUIBB CO | 6,028 | $271.9M | 0.17% | |
| 97 | ATOATMOS ENERGY CORP | 1,576 | $269.1M | 0.17% | |
| 98 | UDNINVESCO DB US DLR INDEX TR | 13,936 | $262.3M | 0.17% | |
| 99 | VTIVANGUARD INDEX FDS | 794 | $260.6M | 0.17% | |
| 100 | NEENEXTERA ENERGY INC | 3,384 | $255.5M | 0.16% |
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