Holdings
Capstone Wealth Management, Inc.
As of Jun 30, 2026, Capstone Wealth Management, Inc. reported 11 positions worth US$8.87M. Largest: Nextera Energy, Inc., Lowe's Companies, Inc. and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nextera Energy, Inc. | 34,542 | US$3M | +8 | Jun 30, 2026 |
| Lowe's Companies, Inc. | 7,590 | US$1.69M | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 979 | US$983K | +2 | Jun 30, 2026 |
| First Interstate Bancsystem, Inc. | 23,667 | US$926K | +29 | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 15,300 | US$560K | no change | Jun 30, 2026 |
| Chevron Corporation | 2,562 | US$426K | +4 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 717 | US$360K | +5 | Jun 30, 2026 |
| Apple Inc | 956 | US$281K | +42 | Jun 30, 2026 |
| Microsoft Corp. | 593 | US$229K | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 601 | US$216K | new | Jun 30, 2026 |