Capstone Wealth Management, LLC
•CIK: 2019411•Filing: Q4 2025
**Capstone Wealth Management, LLC** manages $137M across a portfolio of 48 positions. The strategy exhibits a significant concentration in the defense and industrial sectors, highlighted by top holdings such as BSVO at $16.5M and DFAC at $15.5M. Further allocations include substantial positions in DFUS ($15.0M) and DFIV ($13.3M). This structure suggests a focused, tactical approach favoring cyclical and defense-related equities.
Total AUM
$137.0M
QoQ Performance
+5.5%
Positions
28
Top 10 Concentration
76.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BSVO
DFAC
DFUS
DFIV
DFAT
DFUV
DFAX
BSVO12.0%
DFAC11.3%
DFUS10.9%
DFIV9.7%
DFAT8.8%
DFUV7.3%
DFAX5.6%
AVUV4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.1%
Technology4.6%
Consumer1.2%
Healthcare0.6%
Financial0.5%
Utilities0.5%
Energy0.2%
Materials0.2%
Changes from Q3 2025
↑30 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024