Capstone Wealth Management Group LLCAggressive Growth

CIK: 0002059649 | Bend, OR

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q1 2026	13F-HR	123	$162.5M	2026-04-16	SEC ↗
Q4 2025	13F-HR	129	$165.1M	2026-01-09	SEC ↗
Q3 2025	13F-HR	125	$156.6M	2025-11-14	SEC ↗
Q2 2025	13F-HR	107	$137.4M	2025-07-15	SEC ↗
Q1 2025	13F-HR	90	$125.3M	2025-05-13	SEC ↗
Q4 2024Amended	13F-HR/A	103	$131.6M	2025-05-01	SEC ↗