Capstone Wealth Management Group, LLC
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$238.8M
Holdings
98
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SHV
ISHARES TR
Held since at least Q1 2024
7.2%
02
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
5.7%
03
$AVGO
BROADCOM INC
Q1 2026: Increased +2.5% (181.9k → 186.5k shares)
5.6%
04
$LQD
ISHARES TR
Held since at least Q1 2024
5.1%
05
$MGK
VANGUARD WORLD FD
Held since at least Q1 2024
5.0%
06
$VYM
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
4.7%
07
$SPVM
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
4.6%
08
$GSY
INVESCO ACTIVELY MANAGED EXC
Q1 2026: Increased +40.8% (92.7k → 130.6k shares)
3.9%
09
$V
VISA INC
Q4 2025: New position (62.1k shares)
3.9%
10
$SPHQ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:48 UTC.