Capstone Wealth Management, Inc.
All 13F Filings
- Location
- Billings, MT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 133,235
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/13/2026 | 48 | 133,235 | 13F-HR | Capstone Wealth Management, Inc. |
| Q1 2026 | 5/15/2026 | 38 | 117,907 | 13F-HR | Capstone Wealth Management, Inc. |
| Q4 2025 | 2/20/2026 | 40 | 114,120 | 13F-HR | Capstone Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.87 K | 6.7% | 725 | 0 | 725 |
| ETFs | 124.4 K | 93.3% | 14.6 K | 0 | 14.6 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
133,235
Holdings
48
QoQ value change ($000)
15,328
(13.0%)
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.