Capstone Wealth Management Group LLC
All 13F Filings
- Location
- Bend, OR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 162,514
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 123 | 162,514 | 13F-HR | Capstone Wealth Management Group LLC |
| Q4 2025 | 1/9/2026 | 129 | 165,102 | 13F-HR | Capstone Wealth Management Group LLC |
| Q3 2025 | 11/14/2025 | 122 | 156,597 | 13F-HR | Capstone Wealth Management Group LLC |
| Q2 2025 | 7/15/2025 | 105 | 137,435 | 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 | 71.14 K | 43.8% | 0 | 67.71 K | -67.71 K |
| ETFs | 91.37 K | 56.2% | 65.12 K | 0 | 65.12 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
162,514
Holdings
123
QoQ value change ($000)
-2,588
(-1.6%)
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.