Capstone Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    tuscaloosa, AL
  • CIK
    0002019411
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

48

$114.09M
DFAC, BSVO, DFUS, DFIV
13F-HR
Jul 14, 2025
000172554725003416

49

$100.37M
DFAC, BSVO, DFAT, DFIV
13F-HR
Apr 16, 2025
000172554725001416

47

$102.36M
DFAC, BSVO, DFAT, DFIV
13F-HR
Jan 17, 2025
000172554725000137