13F Filings History of Capstone Wealth Management Group LLC

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$165,102,142
Signature - Title
Kevin Serrapede - CCO
Location
Bend, OR
Summary
This page shows a list of all the recent 13F filings made by Capstone Wealth Management Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capstone Wealth Management Group LLC reported 129 stock holdings with total value $165,102,142 as of Q4 2025. Top holdings included AAPL, BIL, XLK, XOM, and XLF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 129 $165,102,142 +$11,321,753 -$4,293,380 +$7,028,373 AAPL, BIL, XLK, XOM, XLF 13F-HR 08 Jan 2026, 17:50
Q3 2025 122 $156,597,312 +$7,726,134 -$1,550,936 +$6,175,198 AAPL, BIL, XLK, XLF, BRKB 13F-HR 14 Nov 2025, 16:58
Q2 2025 105 $137,434,712 +$9,945,612 -$5,718,773 +$4,226,839 AAPL, BIL, XLK, XLF, BRKB 13F-HR 15 Jul 2025, 08:59
Q1 2025 90 $125,253,780 +$4,102,782 -$8,930,724 -$4,827,942 AAPL, BIL, BRKB, XOM, XLK 13F-HR 13 May 2025, 09:20
Q4 2024 103 $131,639,787 $0 $0 $0 AAPL, BIL, XLK, XLF, BRKB Restatement 12 May 2025, 11:26