CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Q2 2025 13F Holdings
- Locationdunmore, PA
- Num holdings
54
- Value ($000)
$104,211
- Date Filed07/23/2025
- Form type13F-HR
- CIK0001923052
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $23.53 M | 23 % | 213,053 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $11.08 M | 11 % | 83,143 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $10.29 M | 10 % | 28,092 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.80 M | 6 % | 11,665 | ||
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $4.96 M | 5 % | 37,775 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.24 M | 4 % | 19,336 | ||
IGV ISHARES TR | EXPANDED TECH | 464287515 | $3.47 M | 3 % | 31,698 | ||
AAPL APPLE INC | COM | 037833100 | $2.78 M | 3 % | 13,561 | ||
KRE SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | $2.60 M | 3 % | 19,164 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $2.45 M | 2 % | 13,854 |
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