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Bryan Kupchik

Capstone Wealth Management Group, Llc

Assets Managed
$238.754M
Holdings
97
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
0.07%(2Q avg: 0.56%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Capstone Wealth Management Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Capstone Wealth Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 238.754M in assets, with a quarterly growth rate of 0.07% and a 2-quarter average growth rate of 0.56%. The portfolio is managed by Bryan Kupchik, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SHV
Ishares Short Treasury Bond
Recent Activity
Decreased -4.45%
7.2%
$17.188M
155,706 shares@ $110.39 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 0.09%
5.72%
$13.639M
57,397 shares@ $237.62 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 5.16%
5.59%
$13.34M
43,100 shares@ $309.51 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 8.62%
5.09%
$12.15M
111,478 shares@ $108.99 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 2.65%
5.03%
$12.006M
32,676 shares@ $367.44 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -6.24%
4.7%
$11.204M
75,650 shares@ $148.1 avg price
SPVM
Invesco S&p 500 Value With M
Recent Activity
Increased 1.19%
4.61%
$11M
159,658 shares@ $68.9 avg price
GSY
Invesco Ultra Short Duration
Recent Activity
Decreased -2.32%
3.92%
$9.353M
186,611 shares@ $50.12 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 59.98%
3.54%
$8.445M
112,312 shares@ $75.19 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.68%
3.49%
$8.313M
14,402 shares@ $577.19 avg price

1-10 of 97