Portfolio (Quarterly) Guide ↗

Capstone Wealth Management, LLC

· CIK 0002019411

13F Portfolio $216M AUM 188 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 139 New 26 Added 9 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	T	AT&T INC	Communication Services	7,048	$204K	0.14%	SOLD

Sector Allocation

Technology 29.6%

Industrials 14.4%

Financial Services 12.4%

Healthcare 9.4%

Consumer Cyclical 9.4%

Consumer Defensive 5.1%

Energy 4.9%

Utilities 4.9%

Communication Services 4.5%

Basic Materials 3.5%