0001951757-23-000440.txt : 20230727 0001951757-23-000440.hdr.sgml : 20230727 20230727164745 ACCESSION NUMBER: 0001951757-23-000440 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230727 DATE AS OF CHANGE: 20230727 EFFECTIVENESS DATE: 20230727 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: 231119164 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 06-30-2023 06-30-2023 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 07-27-2023 0 56 96903886 false INFORMATION TABLE 2 F_13F_Capstone_Q22023.xml 3M CO COM 88579Y101 928717 9279 SH SOLE 0 0 9279 ABBVIE INC COM 00287Y109 370934 2753 SH SOLE 0 0 2753 ALPHABET INC CAP STK CL A 02079K305 1143384 9552 SH SOLE 0 0 9552 AMAZON COM INC COM 023135106 2873916 22046 SH SOLE 0 0 22046 APPLE INC COM 037833100 3095869 15961 SH SOLE 0 0 15961 ASML HOLDING N V N Y REGISTRY SHS N07059210 496531 685 SH SOLE 0 0 685 BARRICK GOLD CORP COM 067901108 582997 34436 SH SOLE 0 0 34436 BROADCOM INC COM 11135F101 3003810 3463 SH SOLE 0 0 3463 C3 AI INC CL A 12468P104 264848 7270 SH SOLE 0 0 7270 CHEVRON CORP NEW COM 166764100 1217482 7737 SH SOLE 0 0 7737 CISCO SYS INC COM 17275R102 432210 8353 SH SOLE 0 0 8353 COLGATE PALMOLIVE CO COM 194162103 349187 4533 SH SOLE 0 0 4533 EXXON MOBIL CORP COM 30231G102 962149 8971 SH SOLE 0 0 8971 GILEAD SCIENCES INC COM 375558103 235983 3062 SH SOLE 0 0 3062 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 12484692 658997 SH SOLE 0 0 658997 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 306154 4874 SH SOLE 0 0 4874 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 388579 2557 SH SOLE 0 0 2557 INVESCO QQQ TR UNIT SER 1 46090E103 5079468 13750 SH SOLE 0 0 13750 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 279999 3084 SH SOLE 0 0 3084 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 200783 4856 SH SOLE 0 0 4856 ISHARES TR CORE S&P500 ETF 464287200 649730 1458 SH SOLE 0 0 1458 ISHARES TR S&P 500 VAL ETF 464287408 529346 3284 SH SOLE 0 0 3284 JOHNSON & JOHNSON COM 478160104 1104480 6673 SH SOLE 0 0 6673 MCDONALDS CORP COM 580135101 231414 775 SH SOLE 0 0 775 MERCK & CO INC COM 58933Y105 419147 3632 SH SOLE 0 0 3632 MICROSOFT CORP COM 594918104 2805773 8239 SH SOLE 0 0 8239 NEWMONT CORP COM 651639106 722761 16942 SH SOLE 0 0 16942 PEPSICO INC COM 713448108 486057 2624 SH SOLE 0 0 2624 PROCTER AND GAMBLE CO COM 742718109 1170648 7715 SH SOLE 0 0 7715 REGENERON PHARMACEUTICALS COM 75886F107 793270 1104 SH SOLE 0 0 1104 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2451217 33049 SH SOLE 0 0 33049 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2486948 18737 SH SOLE 0 0 18737 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1695184 25905 SH SOLE 0 0 25905 SHOPIFY INC CL A 82509L107 214472 3320 SH SOLE 0 0 3320 SPDR SER TR PORTFOLIO LN COR 78464A367 7251653 311765 SH SOLE 0 0 311765 SPDR SER TR PRTFLO S&P500 GW 78464A409 381723 6257 SH SOLE 0 0 6257 SPDR SER TR PORTFOLIO SHORT 78464A474 209272 7108 SH SOLE 0 0 7108 SPDR SER TR PRTFLO S&P500 VL 78464A508 983534 22767 SH SOLE 0 0 22767 SPDR SER TR PORTFOLIO LN TSR 78464A664 1561753 52233 SH SOLE 0 0 52233 SPDR SER TR PORTFOLIO S&P500 78464A854 780891 14985 SH SOLE 0 0 14985 SPDR SER TR PRTFLO S&P500 HI 78468R788 3056892 82440 SH SOLE 0 0 82440 SPDR SER TR S&P DIVID ETF 78464A763 4998226 40776 SH SOLE 0 0 40776 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 389269 9671 SH SOLE 0 0 9671 VANECK ETF TRUST GOLD MINERS ETF 92189F106 982857 32641 SH SOLE 0 0 32641 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1265672 7792 SH SOLE 0 0 7792 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 429977 7903 SH SOLE 0 0 7903 VANGUARD INDEX FDS GROWTH ETF 922908736 279261 987 SH SOLE 0 0 987 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 10017947 94447 SH SOLE 0 0 94447 VANGUARD WORLD FDS INF TECH ETF 92204A702 751672 1700 SH SOLE 0 0 1700 VANGUARD WORLD FD MEGA GRWTH IND 921910816 6485135 27559 SH SOLE 0 0 27559 VANGUARD INDEX FDS MID CAP ETF 922908629 1078539 4899 SH SOLE 0 0 4899 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 725806 1782 SH SOLE 0 0 1782 VANGUARD INDEX FDS SMALL CP ETF 922908751 997834 5017 SH SOLE 0 0 5017 VANGUARD INDEX FDS VALUE ETF 922908744 1803577 12692 SH SOLE 0 0 12692 VMWARE INC CL A COM 928563402 246141 1713 SH SOLE 0 0 1713 WORLD GOLD TR SPDR GLD MINIS 98149E303 1768116 46419 SH SOLE 0 0 46419