13F Filings History of Capstone Wealth Management, Inc.

Latest 13F report
Q4 2025 - 20 Feb 2026
Value $
$114,119,516
Signature - Title
Lexie S. Pankratz - Compliance Consultant
Location
Billings, MT
Summary
This page shows a list of all the recent 13F filings made by Capstone Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capstone Wealth Management, Inc. reported 40 stock holdings with total value $114,119,516 as of Q4 2025. Top holdings included DFAC, DFUS, DFIC, DFAT, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 40 $114,119,516 $0 $0 $0 DFAC, DFUS, DFIC, DFAT, IVV 13F-HR 20 Feb 2026, 10:24