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Home > Institutional Investor > Capstone Wealth Management Group Llc > Profile

Instuitional Investor - Capstone Wealth Management Group Llc

Fund Profile
Filing Period:
Fund Name: Capstone Wealth Management Group Llc
Portfolio Value $162,514,320
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 39,275 $9,967,581 6.13%
2.
Spdr Series Trust
 93,085 $8,530,335 5.25%
3.
Exxon Mobil Corp
 XOM 45,401 $7,702,736 4.74%
4.
Sector Spdr Trust
 XLB 46,701 $6,206,597 3.82%
5.
Wheaton Precious Metals Corp.
 WPM 37,960 $4,973,140 3.06%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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