CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Q3 2025 13F Holdings
- Locationdunmore, PA
- Num holdings
76
- Value ($000)
$236,131
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001923052
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S ISHARES TR | SHORT TREAS BD | 464288679 | $22.70M | 10 % | 205,486 | ||
S INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $17.08M | 7 % | 141,047 | ||
A BROADCOM INC | COM | 11135F101 | $13.43M | 6 % | 40,695 | ||
M VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $12.51M | 5 % | 31,093 | ||
V VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $11.64M | 5 % | 82,589 | ||
L ISHARES TR | IBOXX INV CP ETF | 464287242 | $10.98M | 5 % | 98,503 | ||
X INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | $10.40M | 4 % | 180,861 | ||
G INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 | $10.11M | 4 % | 201,160 | ||
S INVESCO EXCHANGE TRADED FD T | S&P 500 VLU MOMN | 46137V423 | $10.01M | 4 % | 152,218 | ||
Q INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $9.71M | 4 % | 39,295 |
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