Capstone Wealth Management Group LLC
Q3 2025 13F Holdings
- Locationbend, OR
- Num holdings
122
- Value ($000)
$156,597
- Date Filed11/14/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $11.46 M | 7 % | 45,018 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $8.72 M | 6 % | 95,062 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $6.63 M | 4 % | 23,538 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $5.49 M | 4 % | 101,924 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $5.44 M | 4 % | 10,823 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.13 M | 3 % | 27,505 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $5.08 M | 3 % | 45,056 | ||
ITA ISHARES TR | US AER DEF ETF | 464288760 | $4.62 M | 3 % | 22,094 | ||
WPM WHEATON PRECIOUS METALS CORP | COM | 962879102 | $4.39 M | 3 % | 39,223 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 3-12 M | 78468R523 | $4.18 M | 3 % | 42,045 |
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