Capstone Wealth Management, Inc.
Net buyer this quarter
$133M
14
+$887K
9.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $4.46M | 3.35% | Not reported | -0.1% | Q4 2025 |
 NEE | $3M | 2.25% | 0.00% | 0.0% | Q4 2025 |
 LOW | $1.69M | 1.27% | 0.00% | Not reported | Q4 2025 |
 CAT | $983K | 0.74% | 0.00% | +0.2% | Q4 2025 |
 FIBK | $926K | 0.69% | 0.02% | +0.1% | Q4 2025 |
 EPD | $560K | 0.42% | 0.00% | Not reported | Q4 2025 |
 DIA | $521K | 0.39% | Not reported | Not reported | Q4 2025 |
 CVX | $426K | 0.32% | 0.00% | +0.2% | Q4 2025 |
 BRK.B | $360K | 0.27% | Not reported | +0.7% | Q4 2025 |
 AAPL | $281K | 0.21% | 0.00% | +4.6% | Q4 2025 |
 MSFT | $229K | 0.17% | 0.00% | New | Q2 2026 |
 GOOGL | $216K | 0.16% | 0.00% | New | Q2 2026 |
 IDEV | $210K | 0.16% | Not reported | New | Q2 2026 |
 NUAI | $194K | 0.15% | 0.03% | New | Q2 2026 |
| Q1 2026 | |||||
| DFAX | $4.2M | 3.56% | Not reported | -1.2% | Q4 2025 |
| NEE | $3.21M | 2.72% | 0.00% | Not reported | Q4 2025 |
| LOW | $1.78M | 1.51% | 0.00% | -5.8% | Q4 2025 |
| FIBK | $799K | 0.68% | 0.02% | +6.3% | Q4 2025 |
| CAT | $699K | 0.59% | 0.00% | Not reported | Q4 2025 |
| EPD | $577K | 0.49% | 0.00% | Not reported | Q4 2025 |
| CVX | $504K | 0.43% | 0.00% | -0.6% | Q4 2025 |
| DIA | $463K | 0.39% | Not reported | Not reported | Q4 2025 |
| BRK.B | $341K | 0.29% | Not reported | Not reported | Q4 2025 |
| AAPL | $237K | 0.20% | 0.00% | -1.2% | Q4 2025 |
| Q4 2025 | |||||
| DFAX | $4.09M | 3.58% | Not reported | New | Q4 2025 |
| NEE | $2.79M | 2.44% | 0.00% | New | Q4 2025 |
| LOW | $1.96M | 1.72% | 0.00% | New | Q4 2025 |
 CSR | $1.4M | 1.22% | 0.13% | New | Q4 2025 |
| FIBK | $776K | 0.68% | 0.02% | New | Q4 2025 |
| CAT | $577K | 0.51% | 0.00% | New | Q4 2025 |
| EPD | $489K | 0.43% | 0.00% | New | Q4 2025 |
| DIA | $478K | 0.42% | Not reported | New | Q4 2025 |
| CVX | $396K | 0.35% | 0.00% | New | Q4 2025 |
| BRK.B | $356K | 0.31% | Not reported | New | Q4 2025 |
| AAPL | $252K | 0.22% | 0.00% | New | Q4 2025 |
 FSLR | $212K | 0.19% | 0.00% | New | Q4 2025 |