CAPSTONE WEALTH MANAGEMENT GROUP, LLC
All 13F Filings
- Location
- Dunmore, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 238,590
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 84 | 238,590 | 13F-HR | CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
| Q3 2025 | 11/12/2025 | 76 | 236,131 | 13F-HR | CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
| Q2 2025 | 7/23/2025 | 54 | 104,211 | 13F-HR | CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 188.3 K | 78.9% | 813 | 0 | 813 |
| ETFs | 50.27 K | 21.1% | 1.646 K | 0 | 1.646 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
238,590
Holdings
84
QoQ value change ($000)
2,459
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.