Capstone Wealth Management, LLC
All 13F Filings
- Location
- Tuscaloosa, AL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 215,509
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 188 | 215,509 | 13F-HR | Capstone Wealth Management, LLC |
| Q1 2026 | 4/16/2026 | 50 | 143,421 | 13F-HR | Capstone Wealth Management, LLC |
| Q4 2025 | 1/20/2026 | 48 | 137,045 | 13F-HR | Capstone Wealth Management, LLC |
| Q3 2025 | 10/9/2025 | 50 | 129,922 | 13F-HR | Capstone Wealth Management, LLC |
| Q2 2025 | 7/14/2025 | 48 | 114,088 | 13F-HR | Capstone Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 68.56 K | 31.8% | 38.17 K | 0 | 38.17 K |
| ETFs | 146.9 K | 68.2% | 33.91 K | 0 | 33.91 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
215,509
Holdings
188
QoQ value change ($000)
72,088
(50.3%)
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.