Capstone Wealth Management Group, Inc.
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
57 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 47.3% | $32,162,564 |
| Energy | 10.1% | $6,853,976 |
| Financial Services | 8.3% | $5,671,179 |
| Unclassified | 7.7% | $5,219,942 |
| Communication Services | 7.0% | $4,736,978 |
| Industrials | 6.0% | $4,055,551 |
| Consumer Cyclical | 5.3% | $3,615,455 |
| Consumer Defensive | 3.0% | $2,026,133 |
| Basic Materials | 2.7% | $1,819,696 |
| Healthcare | 2.3% | $1,590,011 |
| Utilities | 0.3% | $216,704 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 36,976 | $10,699,375 | 15.74% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 45,404 | $6,207,634 | 9.13% | |
| LRCX |
Lam Research Corp
Technology
|
First | 13,258 | $5,745,089 | 8.45% | |
| NVDA |
Nvidia Corp
Technology
|
First | 22,669 | $4,535,840 | 6.67% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 7,585 | $3,795,458 | 5.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 7,195 | $2,571,277 | 3.78% | |
| MSFT |
Microsoft Corp
Technology
|
First | 6,202 | $2,313,470 | 3.40% | |
| SLV |
iShares Silver Trust
|
First | 41,620 | $2,225,421 | 3.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 8,796 | $2,096,438 | 3.08% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 3,317 | $1,868,432 | 2.75% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
First | 16,201 | $1,819,696 | 2.68% | |
| GLD |
Spdr Gold Trust
|
First | 4,016 | $1,479,414 | 2.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 5,389 | $1,368,644 | 2.01% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 3,360 | $1,269,240 | 1.87% | |
| GLW |
Corning Inc /Ny
Technology
|
First | 4,833 | $1,234,493 | 1.82% | |
| LASR |
Nlight, Inc.
Technology
|
First | 17,583 | $1,224,128 | 1.80% | |
| URI |
United Rentals, Inc.
Industrials
|
First | 923 | $1,045,657 | 1.54% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
First | 1,740 | $975,461 | 1.44% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 8,166 | $924,881 | 1.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 1,098 | $819,953 | 1.21% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 736 | $783,766 | 1.15% | |
| TER |
Teradyne, Inc
Technology
|
First | 1,556 | $752,855 | 1.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 2,039 | $667,425 | 0.98% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
First | 27,450 | $650,839 | 0.96% | |
| IBM |
International Business Machines Corp
Technology
|
First | 2,208 | $620,911 | 0.91% | |
| BALL |
BALL Corp
Consumer Cyclical
|
First | 9,872 | $616,012 | 0.91% | |
| APH |
Amphenol Corp /De/
Technology
|
First | 3,407 | $600,722 | 0.88% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 1,112 | $531,057 | 0.78% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 3,323 | $449,934 | 0.66% | |
| AMAT |
Applied Materials Inc /De
Technology
|
First | 620 | $448,260 | 0.66% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 606 | $446,258 | 0.66% | |
| CVX |
Chevron Corp
Energy
|
First | 2,532 | $419,704 | 0.62% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
First | 10,088 | $414,112 | 0.61% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 3,398 | $399,129 | 0.59% | |
| GEV |
GE Vernova Inc.
Industrials
|
First | 339 | $398,277 | 0.59% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 418 | $391,026 | 0.58% | |
| INTC |
Intel Corp
Technology
|
First | 2,685 | $374,906 | 0.55% | |
| GE |
General Electric Co
Industrials
|
First | 962 | $359,528 | 0.53% | |
| BLK |
BlackRock, Inc.
Financial Services
|
First | 358 | $344,238 | 0.51% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 944 | $321,922 | 0.47% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 7,021 | $297,269 | 0.44% | |
| ASML |
Asml Holding NV
Technology
|
First | 148 | $294,437 | 0.43% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 1,014 | $274,094 | 0.40% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
First | 2,708 | $260,292 | 0.38% | |
| BE |
Bloom Energy Corp
Industrials
|
First | 848 | $256,689 | 0.38% | |
| UDN |
Invesco Db US Dollar Index Bearish Fund
|
First | 13,936 | $248,896 | 0.37% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 2,050 | $239,173 | 0.35% | |
| PWR |
Quanta Services, Inc.
Industrials
|
First | 328 | $236,173 | 0.35% | |
| CCJ |
Cameco Corp
Energy
|
First | 2,225 | $226,638 | 0.33% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
First | 750 | $223,417 | 0.33% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.