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CAPSTONE WEALTH MANAGEMENT, LLC 13F portfolio summary

CAPSTONE WEALTH MANAGEMENT, LLC of CAPSTONE WEALTH MANAGEMENT, LLC has 50 current stock holdings with a reported portfolio value of $143.4M. The portfolio 1 year return is +22.47%. Top holdings include BSVO (12.71%), DFAC (10.65%), DFUS (10.49%), DFIV (9.74%), DFAT (8.83%).

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CAPSTONE WEALTH MANAGEMENT, LLC

CAPSTONE WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

CAPSTONE WEALTH MANAGEMENT, LLC runs CAPSTONE WEALTH MANAGEMENT, LLC and currently holds 50 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $143.42M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CAPSTONE WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CAPSTONE WEALTH MANAGEMENT, LLC's portfolio at CAPSTONE WEALTH MANAGEMENT, LLC has delivered returns of +22.47%. Their 3-year annualized return is +19.21%. Looking at the 5-year horizon, CAPSTONE WEALTH MANAGEMENT, LLC has achieved +19.21% annualized returns at CAPSTONE WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.47%
#0/1000
3 Year
+19.21%
#0/1000
5 Year
+19.21%
#0/1000

Portfolio Value

$143.42M

Alpha Score

18.1

#0 of 1000

Holdings

50

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change