Capstone Wealth Management Group LLC
Q4 2025 13F Holdings
- Locationbend, OR
- Num holdings
129
- Value ($000)
$165,102
- Date Filed01/08/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A APPLE INC | COM | 037833100 | $12.21M | 7 % | 44,906 | ||
K SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $8.6M | 5 % | 94,101 | ||
X SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | $6.73M | 4 % | 46,719 | ||
X EXXON MOBIL CORP | COM | 30231G102 | $5.42M | 3 % | 45,011 | ||
X SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 | $5.36M | 3 % | 97,927 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $4.86M | 3 % | 26,062 | ||
I ISHARES TR | US AER DEF ETF | 464288760 | $4.72M | 3 % | 21,994 | ||
W WHEATON PRECIOUS METALS CORP | COM | 962879102 | $4.56M | 3 % | 38,760 | ||
B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.53M | 3 % | 9,008 | ||
K SPDR SERIES TRUST | STATE STREET SPD | 78468R523 | $4.51M | 3 % | 45,451 |
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