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Disclosed positions
Capstone Wealth Management Group LLC: source evidence dated 2026-04-17T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $9,967,581
- Reported amount
- 39,275
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002085853-26-000400Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| APPLE INC | AAPL | COM | $9,967,581 | 39,275 | SH | None |
| SPDR SERIES TRUST | BIL | STATE STREET SPD | $8,530,335 | 93,085 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $7,702,736 | 45,401 | SH | None |
| SELECT SECTOR SPDR TR | XLK | STATE STREET TEC | $6,206,597 | 46,701 | SH | None |
| WHEATON PRECIOUS METALS CORP | WPM | COM | $4,973,140 | 37,960 | SH | None |
| ISHARES TR | ITA | US AER DEF ETF | $4,882,281 | 22,319 | SH | None |
| SPDR SERIES TRUST | BILS | STATE STREET SPD | $4,713,187 | 47,397 | SH | None |
| SELECT SECTOR SPDR TR | XLF | STATE STREET FIN | $4,595,293 | 93,079 | SH | None |
| VANECK ETF TRUST | GDX | GOLD MINERS ETF | $4,505,981 | 49,101 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $4,354,970 | 9,088 | SH | None |
| ISHARES SILVER TR | SLV | ISHARES | $4,004,860 | 58,774 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $3,927,899 | 69,300 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,888,488 | 22,296 | SH | None |
| SELECT SECTOR SPDR TR | XLE | STATE STREET ENE | $3,475,012 | 56,726 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $3,184,975 | 14,907 | SH | None |
| SELECT SECTOR SPDR TR | XLV | STATE STREET HEA | $3,096,790 | 21,123 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $3,008,139 | 10,486 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPQ | NASDAQ EQT PREM | $2,971,167 | 53,515 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $2,695,096 | 11,026 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $2,492,545 | 11,590 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XLG | S&P 500 TOP 50 | $2,427,756 | 44,505 | SH | None |
| ISHARES TR | PFF | PFD AND INCM SEC | $2,208,639 | 72,844 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,191,689 | 7,622 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,133,989 | 5,765 | SH | None |
| ALPS ETF TR | AMLP | ALERIAN MLP | $2,085,291 | 39,614 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $2,013,327 | 4,679 | SH | None |
| SELECT SECTOR SPDR TR | XLP | STATE STREET CON | $1,901,793 | 23,198 | SH | None |
| META PLATFORMS INC | META | CL A | $1,887,900 | 3,300 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,793,413 | 8,611 | SH | None |
| ISHARES TR | SOXX | ISHARES SEMICDTR | $1,641,653 | 4,995 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $1,545,028 | 5,899 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,476,882 | 2,472 | SH | None |
| SSGA ACTIVE ETF TR | SRLN | STATE STREET BLA | $1,341,278 | 33,415 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,308,228 | 6,668 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPLV | S&P500 LOW VOL | $1,262,276 | 17,258 | SH | None |
| NLIGHT INC | LASR | COM | $1,241,782 | 21,778 | SH | None |
| WALMART INC | WMT | COM | $1,203,714 | 9,685 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,109,706 | 17,318 | SH | None |
| WISDOMTREE TR | DXJ | JAPN HEDGE EQT | $1,095,629 | 6,909 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $1,065,106 | 9,651 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $1,015,286 | 1,680 | SH | None |
| BLACKSTONE SECD LENDING FD | BXSL | COMMON STOCK | $996,165 | 42,050 | SH | None |
| BROADCOM INC | AVGO | COM | $954,076 | 3,083 | SH | None |
| SPDR SERIES TRUST | CWB | STATE STREET SPD | $927,281 | 10,132 | SH | None |
| SELECT SECTOR SPDR TR | XLC | STATE STREET COM | $882,002 | 7,956 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $863,652 | 1,328 | SH | None |
| SPDR SERIES TRUST | SDY | STATE STREET SPD | $849,386 | 5,820 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $806,344 | 3,327 | SH | None |
| CORNING INC | GLW | COM | $694,424 | 5,107 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $656,964 | 3,423 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.