Long-term investor
Capstone Wealth Management Group, Inc. @capstonewealthmanagementeqvt
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002140601).
Record
- Tracked since 2026-06-30 (116 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all 0.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 7.1% · long · since 2026-06-30
- 81369Y803 · 5.3% · long · since 2026-06-30
- 78468R663 · 4.7% · long · since 2026-06-30
- 30233Q108 · 4.3% · long · since 2026-09-30
- 78468R523 · 3.2% · long · since 2026-06-30
- NVDA · 3.0% · long · since 2026-06-30
- 81369Y605 · 2.7% · long · since 2026-06-30
- 512807306 · 2.6% · long · since 2026-06-30
- 464288760 · 2.6% · long · since 2026-06-30
- 46641Q332 · 2.6% · long · since 2026-06-30
- 92189F106 · 2.4% · long · since 2026-06-30
- 81369Y209 · 2.2% · long · since 2026-06-30