Long-term investor
Capstone Wealth Management Group, LLC @capstonewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001923052).
Record
- Tracked since 2025-06-30 (441 days), 165 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months n/a · 1 year +14.7% · all +14.7%
- Max drawdown n/a · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- QQQM · 6.9% · long · since 2025-09-30
- MGK · 5.9% · long · since 2025-06-30
- AVGO · 5.9% · long · since 2025-09-30
- SHV · 5.7% · long · since 2025-06-30
- SPHQ · 4.8% · long · since 2025-12-31
- SPVM · 4.4% · long · since 2025-09-30
- IGIB · 4.2% · long · since 2026-06-30
- VYM · 4.1% · long · since 2025-06-30
- 46090E103 · 3.8% · long · since 2025-09-30
- VTV · 3.8% · long · since 2025-06-30
- QLTA · 3.6% · long · since 2026-03-31
- MGV · 3.3% · long · since 2025-06-30