Capstone Wealth Management, LLC
RIA/Wealth
Capstone Wealth Management, LLC is a RIA/Wealth based in Billings, MT led by Robert Telford Norton, reporting $720.9M in AUM as of Q3 2025 with 91% ETF concentration and 77% concentrated in top 10 holdings.
CCORobert Telford Norton
- Portfolio Value
- $129.9M
- Positions
- 50
- Top Holding
- BSVO at 12.27%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Capstone Wealth Management, LLC's portfolio (76.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.9M | 12.27% | +$913.3K Bought | — 703.8K shares | |
ETF ETF | $15.1M | 11.64% | -$13.5K Sold | — 392.2K shares | |
ETF ETF | $14.4M | 11.06% | +$2.0M Bought | — 198.4K shares | |
ETF ETF | $12.3M | 9.47% | +$200.3K Bought | — 266.8K shares | |
ETF ETF | $12.0M | 9.25% | +$12.0K Bought | — 206.4K shares | |
ETF ETF | $9.6M | 7.39% | +$201.1K Bought | — 214.9K shares | |
ETF ETF | $7.6M | 5.82% | -$82.4K Sold | — 240.9K shares | |
ETF ETF | $5.6M | 4.30% | -$47.7K Sold | — 56.2K shares | |
ETF ETF | $3.6M | 2.77% | +$578.7K Bought | — 59.9K shares | |
ETF ETF | $3.5M | 2.68% | +$542.1K Bought | — 95.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Capstone Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+42.6% | |
+22.92% | |
+19.17% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-6.91% | |
-5.32% | |
-5.06% | |
-1.81% |
Analytics
Portfolio insights and performance metrics for Capstone Wealth Management, LLC
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