Capstone Wealth Management Group LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Bend, OR
CIK
0002059649
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 90 125,253 AAPL, BIL, BRK-B, XOM 13F-HR 5/13/2025 000166773125000620
Q4 2024 103 131,639 AAPL, BIL, XLK, XLF RESTATEMENT 5/12/2025 000166773125000615
Additional filings from Capstone Wealth Management Group LLC that have since been restated