13F Filings History of Capstone Wealth Management, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$137,044,566
Signature - Title
Joel W. Lake - Chief Compliance Officer
Location
Tuscaloosa, AL
Summary
This page shows a list of all the recent 13F filings made by Capstone Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capstone Wealth Management, LLC reported 48 stock holdings with total value $137,044,566 as of Q4 2025. Top holdings included BSVO, DFAC, DFUS, DFIV, and DFAT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 48 $137,044,566 +$3,625,427 -$1,011,061 +$2,614,366 BSVO, DFAC, DFUS, DFIV, DFAT 13F-HR 20 Jan 2026, 10:33
Q3 2025 50 $129,922,137 +$7,008,092 -$411,334 +$6,596,758 BSVO, DFAC, DFUS, DFIV, DFAT 13F-HR 09 Oct 2025, 14:58
Q2 2025 48 $114,088,084 +$9,193,258 -$2,793,647 +$6,399,611 DFAC, BSVO, DFUS, DFIV, DFAT 13F-HR 14 Jul 2025, 09:51
Q1 2025 49 $100,366,991 +$3,049,314 -$2,312,783 +$736,531 DFAC, BSVO, DFAT, DFIV, DFUV 13F-HR 16 Apr 2025, 12:23
Q4 2024 47 $102,356,372 $0 $0 $0 DFAC, BSVO, DFAT, DFIV, DFUS 13F-HR 17 Jan 2025, 10:34