CAPSTONE WEALTH MANAGEMENT GROUP, LLC
•CIK: 1923052•Filing: Q4 2025
**CAPSTONE WEALTH MANAGEMENT GROUP, LLC** manages $239M across a portfolio of 84 positions. The fund exhibits notable concentration in technology and growth sectors, highlighted by top holdings including SHV at $18.0M and SPMO at $17.1M. Significant allocations are also directed toward broad market indices and semiconductor leaders, evidenced by QQQM ($14.5M) and AVGO ($14.2M). This positioning suggests a tactical focus on established growth narratives within the current market cycle.
Total AUM
$238.6M
QoQ Performance
+1.0%
Positions
54
Top 10 Concentration
54.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SHV
SPMO
QQQM
AVGO
MGK
SHV7.5%
SPMO7.1%
QQQM6.1%
AVGO5.9%
MGK5.5%
VYM4.9%
LQD4.7%
SPVM4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.1%
Technology13.4%
Consumer2.9%
ETF1.6%
Industrial0.7%
Healthcare0.6%
Financial0.3%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW15 new positions
↑50 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023