0001951757-23-000060.txt : 20230125
0001951757-23-000060.hdr.sgml : 20230125
20230125104805
ACCESSION NUMBER: 0001951757-23-000060
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230125
DATE AS OF CHANGE: 20230125
EFFECTIVENESS DATE: 20230125
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: 23550627
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
12-31-2022
12-31-2022
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
285 EAST GROVE STREET
CLARKS GREEN
PA
18411
13F HOLDINGS REPORT
028-22410
N
BRYAN A. KUPCHIK
PRINCIPAL AND WEALTH MANAGER
(888) 587-7526
BRYAN A. KUPCHIK
CLARKS GREEN
PA
01-25-2023
0
60
92930969
false
INFORMATION TABLE
2
13FCapstoneQ42022.xml
VANGUARD HIGH
MF Closed and MF Open
921946406
10702030
98901
SH
SOLE
0
0
98901
SPDR SERIES
MF Closed and MF Open
78464A763
9515469
76057
SH
SOLE
0
0
76057
INVESCO BULLETSHARES
MF Closed and MF Open
46138J791
9121710
481993
SH
SOLE
0
0
481993
INVESCO QQQ
MF Closed and MF Open
46090E103
5800963
21786
SH
SOLE
0
0
21786
VANGUARD MEGA
MF Closed and MF Open
921910816
5289821
30743
SH
SOLE
0
0
30743
SPDR PORTFOLIO
MF Closed and MF Open
78468R788
4128193
104300
SH
SOLE
0
0
104300
VANGUARD MID
MF Closed and MF Open
922908629
2837163
13921
SH
SOLE
0
0
13921
APPLE INC
Common Stock
037833100
2698873
20772
SH
SOLE
0
0
20772
SPDR PORTFOLIO
MF Closed and MF Open
78464A367
2611325
116318
SH
SOLE
0
0
116318
VANGUARD SMALL
MF Closed and MF Open
922908751
2608725
14214
SH
SOLE
0
0
14214
BROADCOM INC
Common Stock
11135F101
2484217
4443
SH
SOLE
0
0
4443
MICROSOFT CORP
Common Stock
594918104
2474953
10320
SH
SOLE
0
0
10320
AMAZON COM
Common Stock
023135106
2042880
24320
SH
SOLE
0
0
24320
VANGUARD VALUE
MF Closed and MF Open
922908744
1791996
12766
SH
SOLE
0
0
12766
CHEVRON CORP
Common Stock
166764100
1592976
8875
SH
SOLE
0
0
8875
EXXON MOBIL
Common Stock
30231G102
1454360
13186
SH
SOLE
0
0
13186
SECTOR ENERGY
MF Closed and MF Open
81369Y506
1425991
16303
SH
SOLE
0
0
16303
VANGUARD MID
MF Closed and MF Open
922908512
1363031
10079
SH
SOLE
0
0
10079
VANGUARD DIVIDEND
MF Closed and MF Open
921908844
1198978
7896
SH
SOLE
0
0
7896
PROCTER & GAMBLE
Common Stock
742718109
1194580
7882
SH
SOLE
0
0
7882
VANGUARD SMALL
MF Closed and MF Open
922908611
1194307
7521
SH
SOLE
0
0
7521
JOHNSON & JOHNSON
Common Stock
478160104
1063487
6020
SH
SOLE
0
0
6020
3M COMPANY
Common Stock
88579Y101
1060955
8847
SH
SOLE
0
0
8847
INVESCO S&P
MF Closed and MF Open
46138E362
1044877
23839
SH
SOLE
0
0
23839
INVESCO EXCHANGE
MF Closed and MF Open
46138E354
1001013
15665
SH
SOLE
0
0
15665
ALPHABET INC
Common Stock
02079K305
911857
10335
SH
SOLE
0
0
10335
SPDR PORTFOLIO
MF Closed and MF Open
78464A508
873449
22460
SH
SOLE
0
0
22460
VANGUARD MID
MF Closed and MF Open
922908538
837085
4657
SH
SOLE
0
0
4657
SPDR PORTFOLIO
MF Closed and MF Open
78464A854
735377
16349
SH
SOLE
0
0
16349
SPDR PORTFOLIO
MF Closed and MF Open
78464A847
719960
16940
SH
SOLE
0
0
16940
VANGUARD S&P
MF Closed and MF Open
922908363
626055
1782
SH
SOLE
0
0
1782
SPDR PORTFOLIO
MF Closed and MF Open
78468R853
563027
15229
SH
SOLE
0
0
15229
ISHARES CORE
MF Closed and MF Open
464287200
558340
1453
SH
SOLE
0
0
1453
VANGUARD INFORMATION
MF Closed and MF Open
92204A702
542997
1700
SH
SOLE
0
0
1700
VANGUARD SMALL
MF Closed and MF Open
922908595
520136
2594
SH
SOLE
0
0
2594
SPDR PORTFOLIO
MF Closed and MF Open
78464A409
501109
9890
SH
SOLE
0
0
9890
ISHARES S&P
MF Closed and MF Open
464287408
476253
3283
SH
SOLE
0
0
3283
CISCO SYSTEMS
Common Stock
17275R102
463169
9722
SH
SOLE
0
0
9722
PEPSICO INC
Common Stock
713448108
446480
2471
SH
SOLE
0
0
2471
ABBVIE INC
Common Stock
00287Y109
431902
2673
SH
SOLE
0
0
2673
VANGUARD FTSE
MF Closed and MF Open
922042775
418481
8346
SH
SOLE
0
0
8346
MERCK & COMPANY
Common Stock
58933Y105
415491
3745
SH
SOLE
0
0
3745
ASML HOLDING
Common Stock
N07059210
380970
697
SH
SOLE
0
0
697
SPDR SSGA
MF Closed and MF Open
78467V707
380359
9513
SH
SOLE
0
0
9513
REGENERON PHARMACEUTICAL
Common Stock
75886F107
375175
520
SH
SOLE
0
0
520
INVESCO NASDAQ
MF Closed and MF Open
46138G649
370586
3383
SH
SOLE
0
0
3383
COLGATE-PALMOLIVE
Common Stock
194162103
352813
4478
SH
SOLE
0
0
4478
PFIZER INC
Common Stock
717081103
312996
6108
SH
SOLE
0
0
6108
SHOPIFY INC
Common Stock
82509L107
300068
8645
SH
SOLE
0
0
8645
INTEL CORP
Common Stock
458140100
296570
11221
SH
SOLE
0
0
11221
JPMORGAN CHASE
Common Stock
46625H100
294790
2198
SH
SOLE
0
0
2198
DEVON ENERGY
Common Stock
25179M103
292750
4759
SH
SOLE
0
0
4759
AMGEN INC
Common Stock
031162100
274180
1044
SH
SOLE
0
0
1044
GILEAD SCIENCES
Common Stock
375558103
251837
2933
SH
SOLE
0
0
2933
NVIDIA CORP
Common Stock
67066G104
250679
1715
SH
SOLE
0
0
1715
MCDONALDS CORP
Common Stock
580135101
215809
819
SH
SOLE
0
0
819
COTERRA ENERGY
Common Stock
127097103
212488
8648
SH
SOLE
0
0
8648
VMWARE INC
Common Stock
928563402
210288
1713
SH
SOLE
0
0
1713
VANGUARD GROWTH
MF Closed and MF Open
922908736
209636
984
SH
SOLE
0
0
984
SPDR PORTFOLIO
MF Closed and MF Open
78464A474
204934
6975
SH
SOLE
0
0
6975