Capital CS Group, LLC

Q4 2025 13F Holdings

  • Location
    irvine, CA
  • Num holdings

    73

  • Value ($000)

    $64,949

  • Date Filed
    01/08/2026
  • Form type
    13F-HR
  • CIK
    0001830008
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
U
UPS

UNITED PARCEL SERVICE INC

CL B
$21.75M
34 %

219,231

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$3.4M
5 %

104,325

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$3.24M
5 %

5,167

N
NDQ

INVESCO QQQ TR

UNIT SER 1
$2.98M
5 %

4,854

---

FIRST TR EXCHNG TRADED FD VI

FT VEST US EQUIT
$2.56M
4 %

72,131

U
UCON

FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI
$2.44M
4 %

96,851

M
MAGS

LISTED FDS TR

ROUNDHILL MAGNIF
$1.8M
3 %

27,239

X
XLG

INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50
$1.73M
3 %

29,233

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
$1.57M
2 %

2,306

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
$1.22M
2 %

13,347

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 73