Capstone Wealth Management Group LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    bend, OR
  • CIK
    0002059649
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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