Capstone Wealth Management Group LLC
Top Portfolio Positions
59 positions ·
$72,696,008 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
39,275 | $9,967,602 | 13.71% | |
| XOM |
Exxon Mobil Corp
Energy
|
45,401 | $7,702,733 | 10.60% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
37,960 | $4,973,139 | 6.84% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,088 | $4,354,969 | 5.99% | |
| SLV |
iShares Silver Trust
|
58,774 | $4,004,860 | 5.51% | |
| NVDA |
Nvidia Corp
Technology
|
22,296 | $3,888,422 | 5.35% | |
| LRCX |
Lam Research Corp
Technology
|
14,907 | $3,185,029 | 4.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
11,026 | $2,695,195 | 3.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,622 | $2,191,782 | 3.01% | |
| MSFT |
Microsoft Corp
Technology
|
5,765 | $2,134,030 | 2.94% |
Portfolio Trend
6 quarters · across all stocks
Holdings in UDN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,848 | 13,936 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $254,192 | 13,936 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $262,275 | 13,936 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $263,529 | 13,936 | Shares | Sole | 2025-07-15 | |
| No 13F history on record for this holder in this stock. | ||||||