0001951757-24-000307.txt : 20240418 0001951757-24-000307.hdr.sgml : 20240418 20240418112446 ACCESSION NUMBER: 0001951757-24-000307 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CAPSTONE WEALTH MANAGEMENT GROUP, LLC CENTRAL INDEX KEY: 0001923052 ORGANIZATION NAME: IRS NUMBER: 813256330 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22410 FILM NUMBER: 24853387 BUSINESS ADDRESS: STREET 1: 285 EAST GROVE STREET CITY: CLARKS GREEN STATE: PA ZIP: 18411 BUSINESS PHONE: (888) 587-7526 MAIL ADDRESS: STREET 1: 285 EAST GROVE STREET CITY: CLARKS GREEN STATE: PA ZIP: 18411 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001923052 XXXXXXXX 03-31-2024 03-31-2024 CAPSTONE WEALTH MANAGEMENT GROUP, LLC

285 EAST GROVE STREET CLARKS GREEN PA 18411

13F HOLDINGS REPORT 028-22410 N Bryan Kupchik (888) 587-7526 Bryan Kupchik Clarks Green PA 04-18-2024 0 69 139353160 false INFORMATION TABLE 2 F_13F_Capstone_Q12024.xml ABBVIE INC COM 00287Y109 633698 3480 SH SOLE 0 0 3480 ALPHABET INC CAP STK CL A 02079K305 1309172 8674 SH SOLE 0 0 8674 AMAZON COM INC COM 023135106 2903961 16099 SH SOLE 0 0 16099 APPLE INC COM 037833100 1876639 10944 SH SOLE 0 0 10944 ASML HOLDING N V N Y REGISTRY SHS N07059210 624059 643 SH SOLE 0 0 643 BARRICK GOLD CORP COM 067901108 169958 10214 SH SOLE 0 0 10214 BEYOND INC COM 690370101 1794257 49965 SH SOLE 0 0 49965 BROADCOM INC COM 11135F101 4641986 3502 SH SOLE 0 0 3502 CHEVRON CORP NEW COM 166764100 1082890 6865 SH SOLE 0 0 6865 COLGATE PALMOLIVE CO COM 194162103 832958 9250 SH SOLE 0 0 9250 CROWDSTRIKE HLDGS INC CL A 22788C105 1602976 5000 SH SOLE 0 0 5000 DRAFTKINGS INC NEW COM CL A 26142V105 307654 6775 SH SOLE 0 0 6775 ELI LILLY & CO COM 532457108 353331 454 SH SOLE 0 0 454 EXXON MOBIL CORP COM 30231G102 974087 8380 SH SOLE 0 0 8380 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1078153 19120 SH SOLE 0 0 19120 GENERAL DYNAMICS CORP COM 369550108 405420 1435 SH SOLE 0 0 1435 HUNTINGTON INGALLS INDS INC COM 446413106 571879 1962 SH SOLE 0 0 1962 INTUITIVE SURGICAL INC COM NEW 46120E602 898352 2251 SH SOLE 0 0 2251 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 16661251 867321 SH SOLE 0 0 867321 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 1447674 18046 SH SOLE 0 0 18046 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 410835 6237 SH SOLE 0 0 6237 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 407364 2230 SH SOLE 0 0 2230 INVESCO QQQ TR UNIT SER 1 46090E103 5819555 13107 SH SOLE 0 0 13107 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 2677043 63543 SH SOLE 0 0 63543 ISHARES TR USD INV GRDE ETF 464288620 1055363 20787 SH SOLE 0 0 20787 ISHARES TR CORE S&P500 ETF 464287200 1175188 2235 SH SOLE 0 0 2235 ISHARES TR MSCI INDIA ETF 46429B598 1343156 26035 SH SOLE 0 0 26035 ISHARES TR MSCI INDIA SM CP 46429B614 766656 10910 SH SOLE 0 0 10910 ISHARES TR S&P 500 VAL ETF 464287408 617034 3303 SH SOLE 0 0 3303 ISHARES TR SHORT TREAS BD 464288679 10217761 92435 SH SOLE 0 0 92435 JOHNSON & JOHNSON COM 478160104 874313 5527 SH SOLE 0 0 5527 JPMORGAN CHASE & CO COM 46625H100 213301 1065 SH SOLE 0 0 1065 LOCKHEED MARTIN CORP COM 539830109 917946 2018 SH SOLE 0 0 2018 MCDONALDS CORP COM 580135101 219106 777 SH SOLE 0 0 777 MEDTRONIC PLC SHS G5960L103 213518 2450 SH SOLE 0 0 2450 MERCK & CO INC COM 58933Y105 590571 4476 SH SOLE 0 0 4476 MICROSOFT CORP COM 594918104 2852540 6780 SH SOLE 0 0 6780 PALO ALTO NETWORKS INC COM 697435105 1429749 5032 SH SOLE 0 0 5032 PEPSICO INC COM 713448108 808068 4617 SH SOLE 0 0 4617 PROCTER AND GAMBLE CO COM 742718109 1616524 9963 SH SOLE 0 0 9963 REGENERON PHARMACEUTICALS COM 75886F107 1727670 1795 SH SOLE 0 0 1795 SAMSARA INC COM CL A 79589L106 838192 22180 SH SOLE 0 0 22180 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 3210930 42050 SH SOLE 0 0 42050 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3931058 26610 SH SOLE 0 0 26610 SPDR SER TR PORTFOLIO LN COR 78464A367 9752179 419630 SH SOLE 0 0 419630 SPDR SER TR PRTFLO S&P500 GW 78464A409 321222 4391 SH SOLE 0 0 4391 SPDR SER TR PORTFOLIO SHORT 78464A474 2798319 93998 SH SOLE 0 0 93998 SPDR SER TR PRTFLO S&P500 VL 78464A508 1212515 24202 SH SOLE 0 0 24202 SPDR SER TR PORTFOLIO LN TSR 78464A664 4441763 158975 SH SOLE 0 0 158975 SPDR SER TR PORTFOLIO S&P500 78464A854 525149 8535 SH SOLE 0 0 8535 SPDR SER TR PRTFLO S&P500 HI 78468R788 1221977 30017 SH SOLE 0 0 30017 SPDR S&P 500 ETF TR TR UNIT 78462F103 296132 566 SH SOLE 0 0 566 SPDR SER TR S&P 600 SMCP VAL 78464A300 228807 2758 SH SOLE 0 0 2758 SPDR SER TR S&P DIVID ETF 78464A763 4612176 35143 SH SOLE 0 0 35143 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 406178 10029 SH SOLE 0 0 10029 TESLA INC COM 88160R101 634790 3611 SH SOLE 0 0 3611 VANECK ETF TRUST GOLD MINERS ETF 92189F106 306745 9701 SH SOLE 0 0 9701 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1256923 6883 SH SOLE 0 0 6883 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 449998 7673 SH SOLE 0 0 7673 VANGUARD INDEX FDS GROWTH ETF 922908736 344499 1001 SH SOLE 0 0 1001 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 10675907 88238 SH SOLE 0 0 88238 VANGUARD WORLD FD INF TECH ETF 92204A702 891378 1700 SH SOLE 0 0 1700 VANGUARD WORLD FD MEGA GRWTH IND 921910816 6715501 23431 SH SOLE 0 0 23431 VANGUARD INDEX FDS MID CAP ETF 922908629 1126500 4509 SH SOLE 0 0 4509 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 870539 1811 SH SOLE 0 0 1811 VANGUARD INDEX FDS SMALL CP ETF 922908751 1120506 4902 SH SOLE 0 0 4902 VANGUARD INDEX FDS VALUE ETF 922908744 2015964 12379 SH SOLE 0 0 12379 WALMART INC COM 931142103 489115 8129 SH SOLE 0 0 8129 WORLD GOLD TR SPDR GLD MINIS 98149E303 2534582 57538 SH SOLE 0 0 57538