Long-term investor
Capstone Wealth Management, LLC @capstonewealthmanagement1zio
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002019411).
Record
- Tracked since 2025-06-30 (448 days), 165 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months n/a · 1 year +26.4% · all +26.4%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02072L532 · 9.6% · long · since 2025-06-30
- 25434V401 · 8.3% · long · since 2025-06-30
- 25434V708 · 8.2% · long · since 2025-06-30
- 25434V807 · 6.6% · long · since 2025-06-30
- 25434V609 · 6.4% · long · since 2025-06-30
- 25434V724 · 5.4% · long · since 2025-06-30
- 25434V880 · 4.0% · long · since 2025-06-30
- 025072877 · 3.3% · long · since 2025-06-30
- 92206C706 · 3.1% · long · since 2025-06-30
- 25434V203 · 2.0% · long · since 2025-06-30
- 25434V732 · 1.8% · long · since 2025-06-30
- AAPL · 1.7% · long · since 2025-06-30