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Capital CS Group, LLC

Q1 2026 13F Holdings

  • Location
    irvine, CA
  • Num holdings

    60

  • Value ($000)

    $48,600

  • Date Filed
    05/13/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
U
UPS

UNITED PARCEL SERVICE INC

CL B
911312106
$22.14M
46 %

225,038

U
UCON

FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI
33740F888
$2.41M
5 %

97,311

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$1.52M
3 %

2,339

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$1.24M
3 %

13,489

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R622
$1.09M
2 %

11,384

A
AAPL

APPLE INC

COM
037833100
$1.02M
2 %

4,015

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$940.67K
2 %

1,963

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$685.86K
1 %

23,545

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$660.39K
1 %

1,105

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$654.56K
1 %

1,134

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