Capstone Wealth Management Group LLC
Q2 2025 13F Holdings
- Locationbend, OR
- Num holdings
105
- Value ($000)
$137,435
- Date Filed07/15/2025
- Form type13F-HR
- CIK0002059649
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $9.25M | 7 % | 45,063 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $8.04M | 6 % | 87,702 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $6.00M | 4 % | 23,676 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $5.40M | 4 % | 103,023 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $5.14M | 4 % | 10,581 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $4.85M | 4 % | 45,028 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.49M | 3 % | 28,417 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 3-12 M | 78468R523 | $4.40M | 3 % | 44,286 | ||
ITA ISHARES TR | US AER DEF ETF | 464288760 | $4.14M | 3 % | 21,959 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $3.80M | 3 % | 66,797 |
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