Capstone Wealth Management, Inc.
Capstone Wealth Management, Inc. reported 48 holdings worth US$133M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Capstone Wealth Management, Inc. reported 48 holdings worth US$133M as of Jun 30, 2026. Largest: Nextera Energy, Inc., Lowe's Companies, Inc. and Caterpillar, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$133M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nextera Energy, Inc. | 34,542 | US$3M | 2.3% |
| Lowe's Companies, Inc. | 7,590 | US$1.69M | 1.3% |
| Caterpillar, Inc. | 979 | US$983K | 0.74% |
| First Interstate Bancsystem, Inc. | 23,667 | US$926K | 0.69% |
| Enterprise Products Partners L.p. | 15,300 | US$560K | 0.42% |
| Chevron Corporation | 2,562 | US$426K | 0.32% |
| Berkshire Hathaway Inc. | 717 | US$360K | 0.27% |
| Apple Inc | 956 | US$281K | 0.21% |
| Microsoft Corp. | 593 | US$229K | 0.17% |
| Alphabet Inc (google) Class C | 601 | US$216K | 0.16% |
| New Era Energy & Digital, Inc. | 35,000 | US$194K | 0.15% |