Capstone Wealth Management Group LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location bend, ORCIK 0002059649All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
129 | $165.1M | AAPL, KRE, XLK, XOM | 13F-HR | Jan 8, 2026 | 000208585326000026 | ||
122 | $156.6M | AAPL, KRE, XLK, XLF | 13F-HR | Nov 14, 2025 | 000208585325000283 | ||
105 | $137.44M | AAPL, KRE, XLK, XLF | 13F-HR | Jul 15, 2025 | 000166773125000810 | ||
90 | $125.25M | AAPL, KRE, BRK.B, XOM | 13F-HR | May 13, 2025 | 000166773125000620 | ||
103 | $131.64M | AAPL, KRE, XLK, XLF | RESTATEMENT | May 12, 2025 | 000166773125000615 |