Capstone Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Billings, MT
CIK
0002112205
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 38 117,906 DFAC, DFUS, DFIC, DFAT 13F-HR 5/15/2026 000211220526000002
Q4 2025 40 114,119 DFAC, DFUS, DFIC, DFAT 13F-HR 2/20/2026 000211220526000001