Capstone Wealth Management Group, Inc. 13F Holdings Analysis

Stock	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Shares Change	Action
APPLE INCAAPL	6.45%	—	$10.7M	36,976	$0	+36,976	New Buy
SSELECT SECTOR SPDR TRXLK	5.3%	—	$8.8M	46,186	$0	+46,186	New Buy
SSPDR SERIES TRUSTBIL	4.93%	—	$8.2M	89,213	$0	+89,213	New Buy
EXXON MOBIL CORPXOM	3.74%	—	$6.2M	45,404	$0	+45,404	New Buy
LAM RESEARCH CORPLRCX	3.46%	—	$5.7M	13,258	$0	+13,258	New Buy
IISHARES TRITA	3.13%	—	$5.2M	21,426	$0	+21,426	New Buy
SSPDR SERIES TRUSTBILS	2.87%	—	$4.8M	47,846	$0	+47,846	New Buy
SSELECT SECTOR SPDR TRXLF	2.79%	—	$4.6M	86,334	$0	+86,334	New Buy
NVIDIA CORPORATIONNVDA	2.73%	—	$4.5M	22,669	$0	+22,669	New Buy
JJ P MORGAN EXCHANGE TRADED FJEPI	2.42%	—	$4.0M	71,089	$0	+71,089	New Buy
BERKSHIRE HATHAWAY INC DELBRK.B	2.29%	—	$3.8M	7,585	$0	+7,585	New Buy
VVANECK ETF TRUSTGDX	2.23%	—	$3.7M	49,121	$0	+49,121	New Buy
AAlphabet Inc Class CGOOG	2.19%	—	$3.6M	10,285	$0	+10,285	New Buy
SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV	2.02%	—	$3.4M	21,134	$0	+21,134	New Buy
JJ P MORGAN EXCHANGE TRADED FJEPQ	2%	—	$3.3M	54,056	$0	+54,056	New Buy
IISHARES TR ISHARES SEMICDTRSOXX	1.9%	—	$3.2M	4,927	$0	+4,927	New Buy
SSELECT SECTOR SPDR TRXLE	1.88%	—	$3.1M	58,866	$0	+58,866	New Buy
IINVESCO EXCHANGE TRADED FD TXLG	1.59%	—	$2.6M	43,013	$0	+43,013	New Buy
ALPHABET INCGOOGL	1.55%	—	$2.6M	7,195	$0	+7,195	New Buy
VVANGUARD SPECIALIZED FUNDSVIG	1.49%	—	$2.5M	10,469	$0	+10,469	New Buy
MICROSOFT CORPMSFT	1.39%	—	$2.3M	6,202	$0	+6,202	New Buy
IISHARES SILVER TRSLV	1.34%	—	$2.2M	41,620	$0	+41,620	New Buy
AALPS ETF TRAMLP	1.32%	—	$2.2M	42,118	$0	+42,118	New Buy
IISHARES TRPFF	1.3%	—	$2.2M	70,806	$0	+70,806	New Buy
AMAZON COM INCAMZN	1.26%	—	$2.1M	8,796	$0	+8,796	New Buy
VVANGUARD INDEX FDSVB	1.23%	—	$2.0M	6,727	$0	+6,727	New Buy
SSELECT SECTOR SPDR TRXLP	1.15%	—	$1.9M	23,024	$0	+23,024	New Buy
META PLATFORMS INCMETA	1.13%	—	$1.9M	3,317	$0	+3,317	New Buy
WHEATON PRECIOUS METALS CORPWPM	1.1%	—	$1.8M	16,201	$0	+16,201	New Buy
VVANGUARD INDEX FDSVOO	0.95%	—	$1.6M	2,306	$0	+2,306	New Buy
SSPDR GOLD TRGLD	0.89%	—	$1.5M	4,016	$0	+4,016	New Buy
JOHNSON & JOHNSONJNJ	0.82%	—	$1.4M	5,389	$0	+5,389	New Buy
SSELECT SECTOR SPDR TRXLRE	0.8%	—	$1.3M	32,915	$0	+32,915	New Buy
VVANGUARD INDEX FDSVTV	0.79%	—	$1.3M	6,035	$0	+6,035	New Buy
IINVESCO S&P 500 LOW VOLATILITY ETFSPLV	0.77%	—	$1.3M	17,110	$0	+17,110	New Buy
VVANGUARD FTSEVEA	0.77%	—	$1.3M	17,873	$0	+17,873	New Buy
BROADCOM INCAVGO	0.76%	—	$1.3M	3,360	$0	+3,360	New Buy
WWISDOMTREE JAPANDXJ	0.76%	—	$1.3M	7,299	$0	+7,299	New Buy
CORNING INCGLW	0.74%	—	$1.2M	4,833	$0	+4,833	New Buy
NNLIGHT INCLASR	0.74%	—	$1.2M	17,583	$0	+17,583	New Buy
IISHARES TRTIP	0.64%	—	$1.1M	9,660	$0	+9,660	New Buy
UNITED RENTALS INCURI	0.63%	—	$1.0M	923	$0	+923	New Buy
SSTATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB	0.6%	—	$994,963	9,228	$0	+9,228	New Buy
AXON ENTERPRISEAXON	0.59%	—	$975,461	1,740	$0	+1,740	New Buy
WALMART INCWMT	0.56%	—	$924,925	8,166	$0	+8,166	New Buy
SSELECT SECTOR SPDR TRXLY	0.51%	—	$843,220	7,871	$0	+7,871	New Buy
VVANGUARD INSTL INDEX FDVBIL	0.5%	—	$830,815	10,978	$0	+10,978	New Buy
SSPDR SERIES TRUSTSDY	0.49%	—	$820,020	5,388	$0	+5,388	New Buy
SSTATE STR SPDR S&P 500 ETF TSPY	0.49%	—	$819,953	1,098	$0	+1,098	New Buy
IINVESCO T DYNMC SEMICNDTPSI	0.48%	—	$798,235	4,250	$0	+4,250	New Buy

Capstone Wealth Management Group, Inc.

🧭 Institutional Sector Flow Heatmap