0001951757-23-000154.txt : 20230413 0001951757-23-000154.hdr.sgml : 20230413 20230413102952 ACCESSION NUMBER: 0001951757-23-000154 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230413 DATE AS OF CHANGE: 20230413 EFFECTIVENESS DATE: 20230413 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: 23817374 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 03-31-2023 03-31-2023 CAPSTONE WEALTH MANAGEMENT GROUP, LLC

285 EAST GROVE STREET CLARKS GREEN PA 18411

13F HOLDINGS REPORT 028-22410 N BRYAN A. KUPCHIK (888) 587-7526 BRYAN A. KUPCHIK CLARKS GREEN PA 04-13-2023 0 57 90213015 false INFORMATION TABLE 2 13F_CapstoneWealth_Q12023.xml AMAZON COM INC COM 023135106 2523901 24435 SH SOLE 0 0 24435 AMGEN INC COM 031162100 217011 898 SH SOLE 0 0 898 APPLE INC COM 037833100 3227293 19571 SH SOLE 0 0 19571 BARRICK GOLD CORP COM 067901108 382917 20620 SH SOLE 0 0 20620 COTERRA ENERGY INC COM 127097103 204396 8329 SH SOLE 0 0 8329 CHEVRON CORP NEW COM 166764100 1408960 8636 SH SOLE 0 0 8636 COLGATE PALMOLIVE CO COM 194162103 338645 4506 SH SOLE 0 0 4506 GILEAD SCIENCES INC COM 375558103 258031 3110 SH SOLE 0 0 3110 ISHARES TR CORE S&P500 ETF 464287200 598457 1456 SH SOLE 0 0 1456 ISHARES TR S&P 500 VAL ETF 464287408 498311 3284 SH SOLE 0 0 3284 JOHNSON & JOHNSON COM 478160104 1003279 6473 SH SOLE 0 0 6473 MCDONALDS CORP COM 580135101 214117 766 SH SOLE 0 0 766 MICROSOFT CORP COM 594918104 2711309 9405 SH SOLE 0 0 9405 NEWMONT CORP COM 651639106 404171 8245 SH SOLE 0 0 8245 PEPSICO INC COM 713448108 449595 2466 SH SOLE 0 0 2466 PROCTER AND GAMBLE CO COM 742718109 1135863 7639 SH SOLE 0 0 7639 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1222065 7935 SH SOLE 0 0 7935 VANGUARD WORLD FD MEGA GRWTH IND 921910816 5745290 28093 SH SOLE 0 0 28093 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 10110626 95836 SH SOLE 0 0 95836 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 417806 7814 SH SOLE 0 0 7814 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 670187 1782 SH SOLE 0 0 1782 VANGUARD INDEX FDS MID CAP ETF 922908629 1051230 4984 SH SOLE 0 0 4984 VANGUARD INDEX FDS GROWTH ETF 922908736 245813 985 SH SOLE 0 0 985 VANGUARD INDEX FDS VALUE ETF 922908744 1773932 12844 SH SOLE 0 0 12844 VANGUARD INDEX FDS SMALL CP ETF 922908751 952937 5027 SH SOLE 0 0 5027 VMWARE INC CL A COM 928563402 213868 1713 SH SOLE 0 0 1713 ABBVIE INC COM 00287Y109 434625 2727 SH SOLE 0 0 2727 ALPHABET INC CAP STK CL A 02079K305 1068839 10304 SH SOLE 0 0 10304 BROADCOM INC COM 11135F101 2738817 4269 SH SOLE 0 0 4269 C3 AI INC CL A 12468P104 280850 8366 SH SOLE 0 0 8366 CISCO SYS INC COM 17275R102 493042 9432 SH SOLE 0 0 9432 DEVON ENERGY CORP NEW COM 25179M103 216340 4275 SH SOLE 0 0 4275 EXXON MOBIL CORP COM 30231G102 1371352 12506 SH SOLE 0 0 12506 INVESCO QQQ TR UNIT SER 1 46090E103 4563344 14219 SH SOLE 0 0 14219 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 262574 3078 SH SOLE 0 0 3078 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 383871 6152 SH SOLE 0 0 6152 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 517893 12269 SH SOLE 0 0 12269 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 392594 2974 SH SOLE 0 0 2974 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 12153088 634295 SH SOLE 0 0 634295 MERCK & CO INC COM 58933Y105 384337 3613 SH SOLE 0 0 3613 NVIDIA CORPORATION COM 67066G104 234844 845 SH SOLE 0 0 845 REGENERON PHARMACEUTICALS COM 75886F107 507794 618 SH SOLE 0 0 618 SPDR SER TR PORTFOLIO LN COR 78464A367 6521634 276107 SH SOLE 0 0 276107 SPDR SER TR PRTFLO S&P500 GW 78464A409 394016 7117 SH SOLE 0 0 7117 SPDR SER TR PORTFOLIO SHORT 78464A474 213066 7191 SH SOLE 0 0 7191 SPDR SER TR PRTFLO S&P500 VL 78464A508 835219 20511 SH SOLE 0 0 20511 SPDR SER TR S&P DIVID ETF 78464A763 9115129 73682 SH SOLE 0 0 73682 SPDR SER TR PORTFOLIO S&P500 78464A854 700630 14551 SH SOLE 0 0 14551 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 385280 9572 SH SOLE 0 0 9572 SPDR SER TR PRTFLO S&P500 HI 78468R788 3422439 90064 SH SOLE 0 0 90064 SELECT SECTOR SPDR TR ENERGY 81369Y506 1170281 14129 SH SOLE 0 0 14129 SHOPIFY INC CL A 82509L107 269423 5620 SH SOLE 0 0 5620 TESLA INC COM 88160R101 303102 1461 SH SOLE 0 0 1461 3M CO COM 88579Y101 987581 9396 SH SOLE 0 0 9396 VANECK ETF TRUST GOLD MINERS ETF 92189F106 769995 23801 SH SOLE 0 0 23801 VANGUARD WORLD FDS INF TECH ETF 92204A702 655299 1700 SH SOLE 0 0 1700 ASML HOLDING N V N Y REGISTRY SHS N07059210 485707 714 SH SOLE 0 0 714