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