Capstone Wealth Management Group, LLC
Capstone Wealth Management Group, LLC reported 96 holdings worth US$284M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Capstone Wealth Management Group, LLC reported 96 holdings worth US$284M as of Jun 30, 2026. Largest: Broadcom Inc., Kla Corporation and Nvidia Corporation. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 96
- Value as reported
- US$284M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Broadcom Inc. | 44,197 | US$16.7M | 5.9% |
| Kla Corporation | 28,686 | US$8.65M | 3.1% |
| Nvidia Corporation | 24,787 | US$4.96M | 1.7% |
| Apple Inc | 15,549 | US$4.5M | 1.6% |
| Alphabet Inc (google) Class C | 10,585 | US$3.78M | 1.3% |
| Amazon.com, Inc. | 13,047 | US$3.11M | 1.1% |
| Microsoft Corp. | 5,103 | US$1.9M | 0.67% |
| Applied Materials, Inc. | 2,214 | US$1.6M | 0.56% |
| Ciena Corporation | 2,963 | US$1.45M | 0.51% |
| Asml Holding Nv | 575 | US$1.14M | 0.40% |
| Regeneron Pharmaceuticals, Inc. | 1,739 | US$1.08M | 0.38% |
| Astera Labs, Inc. | 2,227 | US$1.08M | 0.38% |
| Exxon Mobil Corporation | 6,851 | US$937K | 0.33% |
| Procter & Gamble Company (the) | 5,938 | US$871K | 0.31% |
| Chevron Corporation | 5,194 | US$861K | 0.30% |
| Costco Wholesale Corporation | 831 | US$778K | 0.27% |
| Abbvie Inc. | 2,545 | US$640K | 0.23% |
| Johnson & Johnson | 2,350 | US$597K | 0.21% |
| Palantir Technologies Inc. | 5,043 | US$588K | 0.21% |
| Home Depot, Inc. (the) | 1,549 | US$546K | 0.19% |
| Jp Morgan Chase & Co. | 1,660 | US$543K | 0.19% |
| Eli Lilly And Company | 450 | US$540K | 0.19% |
| Lockheed Martin Corporation | 1,037 | US$528K | 0.19% |
| Intuitive Surgical, Inc. | 1,195 | US$475K | 0.17% |
| Cisco Systems, Inc. | 3,919 | US$460K | 0.16% |
| Colgate-palmolive Company | 4,971 | US$456K | 0.16% |
| Rtx Corporation | 1,987 | US$377K | 0.13% |
| Walmart Inc. | 3,292 | US$373K | 0.13% |
| Caterpillar, Inc. | 345 | US$367K | 0.13% |
| Merck & Company, Inc. | 2,800 | US$360K | 0.13% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 747 | US$357K | 0.13% |
| Mcdonald's Corporation | 1,187 | US$321K | 0.11% |
| Philip Morris International Inc | 1,634 | US$296K | 0.10% |
| Lantheus Holdings, Inc. | 2,175 | US$241K | 0.09% |
| Amgen Inc. | 642 | US$232K | 0.08% |
| Comcast Corporation | 9,458 | US$232K | 0.08% |
| Ppl Corporation | 6,340 | US$230K | 0.08% |
| Ge Vernova Inc. | 190 | US$223K | 0.08% |
| Visa Inc. | 633 | US$217K | 0.08% |
| Perpetua Resources Corp. | 0 | US$0 | 0.00% |
| Sherwin-williams Company (the) | 0 | US$0 | 0.00% |
| Welltower Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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