13F Filings History of CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$238,590,131
Signature - Title
Bryan Kupchik - Chief Compliance Officer
Location
Dunmore, PA
Summary
This page shows a list of all the recent 13F filings made by CAPSTONE WEALTH MANAGEMENT GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CAPSTONE WEALTH MANAGEMENT GROUP, LLC reported 84 stock holdings with total value $238,590,131 as of Q4 2025. Top holdings included SHV, SPMO, QQQM, AVGO, and MGK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 84 $238,590,131 +$32,177,783 -$33,423,613 -$1,245,830 SHV, SPMO, QQQM, AVGO, MGK 13F-HR 13 Feb 2026, 09:46
Q3 2025 76 $236,130,783 +$132,071,316 -$5,183,748 +$126,887,568 SHV, SPMO, AVGO, MGK, VYM 13F-HR 12 Nov 2025, 13:21
Q2 2025 54 $104,211,206 +$33,122,414 -$107,784,934 -$74,662,520 SHV, VYM, MGK, MSFT, MGV 13F-HR 23 Jul 2025, 09:07
Q1 2025 67 $175,254,090 +$32,185,531 -$37,675,934 -$5,490,403 BSCQ, GSY, SHV, VYM, SPMO 13F-HR 28 Apr 2025, 17:17
Q4 2024 73 $186,773,760 +$40,345,524 -$21,739,628 +$18,605,896 BSCQ, SHV, GSY, VYM, SPLB 13F-HR 14 Jan 2025, 06:04
Q3 2024 71 $168,819,019 +$24,408,167 -$8,930,250 +$15,477,917 BSCQ, SHV, VYM, SPLB, TFLO 13F-HR 15 Oct 2024, 16:52
Q2 2024 68 $152,917,108 +$17,541,853 -$6,961,229 +$10,580,624 BSCQ, SHV, VYM, SPLB, MGK 13F-HR 09 Aug 2024, 17:26
Q1 2024 69 $139,353,160 +$35,807,003 -$8,180,453 +$27,626,550 BSCQ, VYM, SHV, SPLB, MGK 13F-HR 18 Apr 2024, 11:24
Q4 2023 58 $105,707,297 +$6,901,950 -$6,871,296 +$30,654 BSCQ, VYM, SPLB, MGK, QQQ 13F-HR 11 Jan 2024, 16:16
Q3 2023 55 $96,565,501 +$7,294,567 -$3,614,787 +$3,679,780 BSCQ, VYM, SPLB, MGK, QQQ 13F-HR 09 Nov 2023, 08:55
Q2 2023 56 $96,903,886 +$12,696,190 -$10,678,282 +$2,017,908 BSCQ, VYM, SPLB, MGK, QQQ 13F-HR 27 Jul 2023, 16:47
Q1 2023 57 $90,213,015 +$9,380,390 -$16,746,655 -$7,366,265 BSCQ, VYM, SDY, SPLB, MGK 13F-HR 13 Apr 2023, 10:29
Q4 2022 60 $92,930,969 +$13,296,337 -$4,822,887 +$8,473,450 VYM, SDY, BSCQ, QQQ, MGK 13F-HR 25 Jan 2023, 10:48
Q3 2022 55 $78,169,000 +$3,950,138 -$3,559,638 +$390,500 VYM, SDY, QQQ, MGK, SPYD 13F-HR 10 Nov 2022, 13:45
Q2 2022 61 $82,922,000 +$3,635,887 -$3,971,102 -$335,215 VYM, SDY, QQQ, MGK, SPYD 13F-HR 12 Aug 2022, 09:18
Q1 2022 67 $100,073,000 +$2,733,929 -$21,637,991 -$18,904,062 VYM, SDY, QQQ, MGK, SPYD 13F-HR 12 Apr 2022, 16:57
Q4 2021 80 $123,032,000 $0 $0 $0 VYM, QQQ, MGK, SDY, SPSB 13F-HR 12 Apr 2022, 16:49