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Portfolio (Quarterly) Guide ↗

Capstone Wealth Management, LLC

· CIK 0002019411
13F Portfolio $216M AUM 188 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 139 New 26 Added 9 Reduced 1 Exited
Page 10 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NRG NRG ENERGY INC Utilities 1,395.0 $204K 0.10% NEW $146.06 -25.0%
182 PR PERMIAN RESOURCES CORP Energy 11,062.0 $204K 0.09% NEW $18.41 +29.2%
183 DPZ DOMINOS PIZZA INC Consumer Cyclical 682.0 $202K 0.09% NEW $296.04 +15.0%
184 CAG CONAGRA BRANDS INC Consumer Defensive 11,620.0 $156K 0.07% NEW $13.46 +19.7%
185 NWL NEWELL BRANDS INC Consumer Defensive 10,609.0 $65K 0.03% NEW $6.14 -3.3%
186 SNAP SNAP INC Communication Services 14,649.0 $65K 0.03% NEW $4.44 +20.6%
187 GTM ZOOMINFO TECHNOLOGIES INC Technology 21,233.0 $62K 0.03% NEW $2.93 +40.6%
188 GOSS GOSSAMER BIO INC Healthcare 24,602.0 $4K 0.00% NEW $0.16 +1.7%
Page 10 of 10  ·  188 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Industrials 14.4%
Financial Services 12.4%
Healthcare 9.4%
Consumer Cyclical 9.4%
Consumer Defensive 5.1%
Energy 4.9%
Utilities 4.9%
Communication Services 4.5%
Basic Materials 3.5%