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Portfolio (Quarterly) Guide ↗

Capstone Wealth Management Group LLC

· CIK 0002059649
13F Portfolio $165M AUM 129 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 129 New
Page 2 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLE SELECT SECTOR SPDR TR 56,825.0 $2.5M 1.54% NEW $44.71 +33.1%
22 GOOGL ALPHABET INC Communication Services 7,907.0 $2.5M 1.50% NEW $313.01 +22.4%
23 PFF ISHARES TR 75,489.0 $2.3M 1.42% NEW $30.96 +0.9%
24 JNJ JOHNSON & JOHNSON Healthcare 11,012.0 $2.3M 1.38% NEW $206.95 +13.2%
25 META META PLATFORMS INC Communication Services 3,307.0 $2.2M 1.32% NEW $660.15 -7.6%
26 AMZN AMAZON COM INC Consumer Cyclical 8,721.0 $2.0M 1.22% NEW $230.82 +15.4%
27 GLD SPDR GOLD TR Financial Services 4,634.0 $1.8M 1.11% NEW $396.31 +4.4%
28 XLP SELECT SECTOR SPDR TR 23,627.0 $1.8M 1.11% NEW $77.68 +9.2%
29 AMLP ALPS ETF TR 37,660.0 $1.8M 1.07% NEW $47.02 +16.0%
30 VOO VANGUARD INDEX FDS 2,475.0 $1.6M 0.94% NEW $627.17 +9.3%
31 SOXX ISHARES TR 4,996.0 $1.5M 0.91% NEW $301.14 +78.4%
32 SRLN SSGA ACTIVE ETF TR 34,615.0 $1.4M 0.86% NEW $41.27 -2.0%
33 VB VANGUARD INDEX FDS 5,461.0 $1.4M 0.85% NEW $257.97 +12.1%
34 VTV VANGUARD INDEX FDS 6,699.0 $1.3M 0.78% NEW $190.98 +10.4%
35 SPLV INVESCO EXCH TRADED FD TR II 17,185.0 $1.2M 0.74% NEW $71.42 +3.7%
36 BXSL BLACKSTONE SECD LENDING FD Financial Services 43,150.0 $1.1M 0.69% NEW $26.33 -11.4%
37 SPY SPDR S&P 500 ETF TR Financial Services 1,628.0 $1.1M 0.67% NEW $681.92 +9.3%
38 WMT WALMART INC Consumer Defensive 9,767.0 $1.1M 0.66% NEW $111.41 +8.0%
39 LASR NLIGHT INC Technology 27,278.0 $1.0M 0.62% NEW $37.51 +109.4%
40 IBM INTERNATIONAL BUSINESS MACHS Technology 3,410.0 $1.0M 0.61% NEW $296.20 -14.3%
Page 2 of 7  ·  129 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.0%
Financial Services 14.5%
Communication Services 12.6%
Energy 8.2%
Basic Materials 6.2%
Consumer Cyclical 5.4%
Healthcare 4.6%
Industrials 4.2%
Consumer Defensive 3.1%
Utilities 1.3%