Capstone Wealth Management Group, LLC Portfolio Holdings

Capstone Wealth Management Group, LLC

  • $104 Million
  • Q2 2025

Capstone Wealth Management Group, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $104 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $23.5M, Vanguard Whitehall Fds (Vangua with a value of $11.1M, Vanguard Mega Cap Growth ETF with a value of $10.3M, Microsoft Corp with a value of $5.8M, and Vanguard Mega Cap Value with a value of $4.96M.

Examining the 13F form we can see an decrease of $67.5M in the current position value, from $172M to 104M.

Capstone Wealth Management Group, LLC is based out at Clarks Green, PA

Below you can find more details about Capstone Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $104 Million
ETFs: $74.3 Million
Technology: $13.6 Million
Consumer Cyclical: $4.57 Million
Healthcare: $3.32 Million
Communication Services: $3.15 Million
Consumer Defensive: $2.27 Million
Energy: $1.29 Million
Industrials: $467,000
Other: $1.03 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $104 Million
  • Prior Value $172 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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