Capstone Wealth Management Group, LLC - Q12026 Holdings

Capstone Wealth Management Group, LLC holds 97 stocks with a total portfolio value of $ 238.75M as of Q12026. In Q12026, Capstone Wealth Management Group, LLC added 17 new positions, increased stakes in 53 stocks, reduced 19 holdings, and fully exited 4 positions. The largest holding is Ishares Tr (SHV), representing 7.20% of the total portfolio.