0001923052-22-000001.txt : 20220412
0001923052-22-000001.hdr.sgml : 20220412
20220412164917
ACCESSION NUMBER: 0001923052-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220412
DATE AS OF CHANGE: 20220412
EFFECTIVENESS DATE: 20220412
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CENTRAL INDEX KEY: 0001923052
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: 22822789
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
13F-HR
LIVE
false
false
false
0001923052
XXXXXXXX
12-31-2021
12-31-2021
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
285 EAST GROVE STREET
CLARKS GREEN
PA
18411
13F HOLDINGS REPORT
028-22410
N
Bryan Kupchik
Principal and Wealth Manager
(888) 587-7526
Bryan Kupchik
Clarks Green
PA
04-12-2022
0
80
123032
false
INFORMATION TABLE
2
13FCapstoneQ42021.xml
NVIDIA CORP
Common Stock
67066G104
202
687
SH
SOLE
0
0
687
ETF DEFIANCE
MF Closed and MF Open
26922A289
203
4869
SH
SOLE
0
0
4869
VERIZON COMMUNICATIONS
Common Stock
92343V104
210
4035
SH
SOLE
0
0
4035
TESLA INC
Common Stock
88160R101
213
202
SH
SOLE
0
0
202
MCDONALDS CORP
Common Stock
580135101
223
831
SH
SOLE
0
0
831
CATERPILLAR INC
Common Stock
149123101
232
1120
SH
SOLE
0
0
1120
KLA CORP
Common Stock
482480100
237
551
SH
SOLE
0
0
551
ASML HOLDING
Common Stock
N07059210
238
299
SH
SOLE
0
0
299
ALPHABET INC
Common Stock
02079K107
272
94
SH
SOLE
0
0
94
SPDR SERIES
MF Closed and MF Open
78464A300
279
3293
SH
SOLE
0
0
3293
VMWARE INC
Common Stock
928563402
283
2441
SH
SOLE
0
0
2441
STURM RUGER
Common Stock
864159108
285
4191
SH
SOLE
0
0
4191
AMGEN INC
Common Stock
031162100
286
1271
SH
SOLE
0
0
1271
LOWES COMPANIES
Common Stock
548661107
287
1112
SH
SOLE
0
0
1112
VISA INC
Common Stock
92826C839
294
1354
SH
SOLE
0
0
1354
ABBVIE INC
Common Stock
00287Y109
299
2212
SH
SOLE
0
0
2212
MERCK & COMPANY
Common Stock
58933Y105
305
3983
SH
SOLE
0
0
3983
ISHARES RUSSELL
MF Closed and MF Open
464287499
307
3699
SH
SOLE
0
0
3699
UNITED PARCEL
Common Stock
911312106
308
1435
SH
SOLE
0
0
1435
SPDR PORTFOLIO
MF Closed and MF Open
78463X889
309
8475
SH
SOLE
0
0
8475
META PLATFORMS
Common Stock
30303M102
323
961
SH
SOLE
0
0
961
NETFLIX INC
Common Stock
64110L106
324
538
SH
SOLE
0
0
538
VANGUARD GROWTH
MF Closed and MF Open
922908736
327
1020
SH
SOLE
0
0
1020
PFIZER INC
Common Stock
717081103
346
5852
SH
SOLE
0
0
5852
COLGATE-PALMOLIVE
Common Stock
194162103
373
4374
SH
SOLE
0
0
4374
GENERAL MILLS
Common Stock
370334104
391
5806
SH
SOLE
0
0
5806
FEDEX CORP
Common Stock
31428X106
407
1575
SH
SOLE
0
0
1575
PEPSICO INC
Common Stock
713448108
414
2381
SH
SOLE
0
0
2381
CISCO SYSTEMS
Common Stock
17275R102
424
6693
SH
SOLE
0
0
6693
INVESCO NASDAQ
MF Closed and MF Open
46138G649
494
3023
SH
SOLE
0
0
3023
ISHARES S&P
MF Closed and MF Open
464287408
514
3280
SH
SOLE
0
0
3280
HOME DEPOT
Common Stock
437076102
524
1263
SH
SOLE
0
0
1263
REGENERON PHARMACEUTICAL
Common Stock
75886F107
526
833
SH
SOLE
0
0
833
JPMORGAN CHASE
Common Stock
46625H100
530
3345
SH
SOLE
0
0
3345
SPDR PORTFOLIO
MF Closed and MF Open
78464A409
545
7523
SH
SOLE
0
0
7523
3M COMPANY
Common Stock
88579Y101
552
3109
SH
SOLE
0
0
3109
VANGUARD CONSUMER
MF Closed and MF Open
92204A108
560
1644
SH
SOLE
0
0
1644
SPDR SERIES
MF Closed and MF Open
78464A755
568
12684
SH
SOLE
0
0
12684
TRADE DESK
Common Stock
88339J105
604
6590
SH
SOLE
0
0
6590
VANGUARD FTSE
MF Closed and MF Open
921943858
615
12044
SH
SOLE
0
0
12044
LISTED ROUNDHILL
MF Closed and MF Open
53656F417
633
41714
SH
SOLE
0
0
41714
EXXON MOBIL
Common Stock
30231G102
666
10881
SH
SOLE
0
0
10881
SPDR PORTFOLIO
MF Closed and MF Open
78468R853
686
15357
SH
SOLE
0
0
15357
ISHARES CORE
MF Closed and MF Open
464287200
688
1443
SH
SOLE
0
0
1443
SECTOR FINANCIAL
MF Closed and MF Open
81369Y605
692
17726
SH
SOLE
0
0
17726
VANGUARD FTSE
MF Closed and MF Open
922042775
694
11328
SH
SOLE
0
0
11328
VICTORY VICTORYSHARES
MF Closed and MF Open
92647X806
754
22040
SH
SOLE
0
0
22040
VANGUARD INFORMATION
MF Closed and MF Open
92204A702
783
1710
SH
SOLE
0
0
1710
VANGUARD S&P
MF Closed and MF Open
922908363
787
1802
SH
SOLE
0
0
1802
SHOPIFY INC
Common Stock
82509L107
813
590
SH
SOLE
0
0
590
JOHNSON & JOHNSON
Common Stock
478160104
857
5012
SH
SOLE
0
0
5012
SPDR PORTFOLIO
MF Closed and MF Open
78464A847
869
17479
SH
SOLE
0
0
17479
SPDR PORTFOLIO
MF Closed and MF Open
78464A508
932
22196
SH
SOLE
0
0
22196
SPDR PORTFOLIO
MF Closed and MF Open
78464A854
951
17033
SH
SOLE
0
0
17033
CHEVRON CORP
Common Stock
166764100
1031
8789
SH
SOLE
0
0
8789
ALPHABET INC
Common Stock
02079K305
1144
395
SH
SOLE
0
0
395
PROCTER & GAMBLE
Common Stock
742718109
1228
7509
SH
SOLE
0
0
7509
SECTOR ENERGY
MF Closed and MF Open
81369Y506
1236
22270
SH
SOLE
0
0
22270
INVESCO EXCHANGE
MF Closed and MF Open
46138E354
1320
19237
SH
SOLE
0
0
19237
VANGUARD DIVIDEND
MF Closed and MF Open
921908844
1338
7789
SH
SOLE
0
0
7789
VANGUARD SMALL
MF Closed and MF Open
922908611
1591
8894
SH
SOLE
0
0
8894
SPDR PORTFOLIO
MF Closed and MF Open
78464A375
1606
44427
SH
SOLE
0
0
44427
VANGUARD SMALL
MF Closed and MF Open
922908595
1811
6428
SH
SOLE
0
0
6428
VANGUARD MID
MF Closed and MF Open
922908512
1895
12606
SH
SOLE
0
0
12606
INVESCO S&P
MF Closed and MF Open
46138E362
1928
42573
SH
SOLE
0
0
42573
VANGUARD VALUE
MF Closed and MF Open
922908744
1928
13106
SH
SOLE
0
0
13106
SPDR SSGA
MF Closed and MF Open
78467V707
1994
49451
SH
SOLE
0
0
49451
VANGUARD MID
MF Closed and MF Open
922908538
2284
8970
SH
SOLE
0
0
8970
BROADCOM INC
Common Stock
11135F101
2650
3983
SH
SOLE
0
0
3983
MICROSOFT CORP
Common Stock
594918104
3300
9813
SH
SOLE
0
0
9813
AMAZON COM
Common Stock
023135106
3758
1127
SH
SOLE
0
0
1127
SPDR PORTFOLIO
MF Closed and MF Open
78468R788
4218
100314
SH
SOLE
0
0
100314
VANGUARD SMALL
MF Closed and MF Open
922908751
4245
18783
SH
SOLE
0
0
18783
VANGUARD MID
MF Closed and MF Open
922908629
4673
18342
SH
SOLE
0
0
18342
APPLE INC
Common Stock
037833100
4732
26650
SH
SOLE
0
0
26650
SPDR PORTFOLIO
MF Closed and MF Open
78464A474
5763
186084
SH
SOLE
0
0
186084
SPDR SERIES
MF Closed and MF Open
78464A763
9825
76093
SH
SOLE
0
0
76093
VANGUARD MEGA
MF Closed and MF Open
921910816
10073
38629
SH
SOLE
0
0
38629
INVESCO QQQ
MF Closed and MF Open
46090E103
10903
27405
SH
SOLE
0
0
27405
VANGUARD HIGH
MF Closed and MF Open
921946406
11120
99190
SH
SOLE
0
0
99190