SEC Form 13F · Q1 2026

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Institutional Holdings Report

13F-HRPA
$238.8M
Portfolio Value
97
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CIK
1923052
Accession No.
0001951757-26-000753
Location
DUNMORE, PA
Form Type
13F-HR
Portfolio Value
$238.8M
Holdings Reported
97
Reporting Period
Q1 2026
Filed
April 29, 2026

About this Filing

CAPSTONE WEALTH MANAGEMENT GROUP, LLC is an institutional investment manager based in DUNMORE, PA reporting approximately $238.8M in 13(f) securities across 97 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.