Capstone Wealth Management Group LLC

Q3 2025 13F Holdings

  • Location
    bend, OR
  • Num holdings

    122

  • Value ($000)

    $156,597

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0002059649
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$11.46M
7 %

45,018

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$8.72M
6 %

95,062

X
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$6.63M
4 %

23,538

X
XLF

SELECT SECTOR SPDR TR

FINANCIAL
81369Y605
$5.49M
4 %

101,924

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$5.44M
4 %

10,823

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.13M
3 %

27,505

X
XOM

EXXON MOBIL CORP

COM
30231G102
$5.08M
3 %

45,056

I
ITA

ISHARES TR

US AER DEF ETF
464288760
$4.62M
3 %

22,094

W
WPM

WHEATON PRECIOUS METALS CORP

COM
962879102
$4.39M
3 %

39,223

K
KRE

SPDR SERIES TRUST

BLOOMBERG 3-12 M
78468R523
$4.18M
3 %

42,045

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