Portfolio (Quarterly) Guide ↗

Capstone Wealth Management, LLC

· CIK 0002019411

13F Portfolio $143M AUM 50 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 16 Added 9 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	CADENCE BANK	—	19,410	$832K	0.61%	SOLD
2	—	ORIGIN MATERIALS INC	—	38,692	$8K	0.01%	SOLD

Sector Allocation

Technology 36.1%

Communication Services 12.8%

Basic Materials 10.7%

Financial Services 9.6%

Consumer Defensive 7.8%

Consumer Cyclical 6.7%

Utilities 6.4%

Healthcare 6.3%

Energy 3.7%