• 13F History

Capstone Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$100M
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 49 stock holdings with total value $100M as of Q1 2025. Top holdings included DFAC, BSVO, DFAT, DFIV, and DFUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 49 $100M +$3.05M -$2.31M +$737K DFAC, BSVO, DFAT, DFIV, DFUV 13F-HR 4/16/2025, 12:23 PM
Q4 2024 47 $102M $0 $0 DFAC, BSVO, DFAT, DFIV, DFUS 13F-HR 1/17/2025, 10:34 AM