Capstone Wealth Management Group, Inc. has filed its Form 13F-HR, disclosing equity securities holdings as of September 30, 2026. The report, signed by Chief Compliance Officer Tiffany Setzke Forste, lists 123 separate positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which comprise the majority of the disclosed holdings. Among the largest ETF positions are the Invesco Exchange Traded Fund T S&P 500 Top 50, with 42,014 shares, and the Invesco Exchange Traded Fund T S&P 500 Low Vol, holding 16,643 shares. Other significant ETF holdings include the SPDR Series Trust ST STR BL 1 ETF (86,947 shares), the J.P. Morgan Exchange Traded F Equity Premium (77,503 shares), and the Invesco Exchange Traded Fund T S&P 500 Equal Weight (2,336 shares).
Within individual stock positions, the filing shows a notable allocation to technology and semiconductor companies. NVIDIA Corporation is the largest single stock holding, with 22,391 shares. Other major individual stock positions include Lam Research Corp (13,574 shares), Broadcom Inc (3,363 shares), Taiwan Semiconductor Manufacturing Sponsored ADS (1,113 shares), and Teradyne Inc (1,356 shares). The portfolio also includes substantial stakes in consumer staples and healthcare, such as Walmart Inc (9,326 shares), Johnson & Johnson (5,318 shares), and PepsiCo Inc (3,403 shares).
