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Capstone Wealth Management, Inc. 13F holdings

Filed 2026-08-13 · Capstone Wealth Management, Inc. · 48 positions · $133.2M

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TickerCompanySharesValue% of portfolio
DFACDIMENSIONAL ETF TRUST1.0M$46.2M34.7%
DFUSDIMENSIONAL ETF TRUST106.4K$8.7M6.5%
DFICDIMENSIONAL ETF TRUST218.1K$8.1M6.1%
DFATDIMENSIONAL ETF TRUST114.5K$8.0M6.0%
IVVISHARES TR8.3K$6.3M4.7%
DFAIDIMENSIONAL ETF TRUST136.4K$5.6M4.2%
AVDEAMERICAN CENTY ETF TR54.2K$4.8M3.6%
DFAXDIMENSIONAL ETF TRUST122.1K$4.5M3.4%
DFAEDIMENSIONAL ETF TRUST100.0K$3.9M3.0%
DUHPDIMENSIONAL ETF TRUST80.2K$3.3M2.5%
DEHPDIMENSIONAL ETF TRUST79.0K$3.3M2.5%
NEENEXTERA ENERGY INC34.5K$3.0M2.3%
AVUSAMERICAN CENTY ETF TR21.5K$2.7M2.1%
AGGISHARES TR27.7K$2.7M2.1%
AVEMAMERICAN CENTY ETF TR25.1K$2.4M1.8%
JPSTJ P MORGAN EXCHANGE TRADED F42.6K$2.1M1.6%
DCORDIMENSIONAL ETF TRUST20.8K$1.7M1.3%
LOWLOWES COS INC7.6K$1.7M1.3%
VEUVANGUARD INTL EQUITY INDEX F15.4K$1.3M1.0%
VONGVANGUARD SCOTTSDALE FDS8.0K$1.0M0.8%
JSCPJ P MORGAN EXCHANGE TRADED F21.4K$1.0M0.8%
CATCATERPILLAR INC979$982,6180.7%
FIBKFIRST INTST BANCSYSTEM INC23.7K$925,9070.7%
JCPBJ P MORGAN EXCHANGE TRADED F18.8K$876,5810.7%
VBVANGUARD INDEX FDS2.2K$679,2890.5%
EPDENTERPRISE PRODS PARTNERS L15.3K$560,1330.4%
DFSVDIMENSIONAL ETF TRUST13.6K$532,2630.4%
DIASPDR DOW JONES INDL AVERAGE994$521,0850.4%
DVYISHARES TR3.0K$473,8640.4%
DFARDIMENSIONAL ETF TRUST17.7K$467,0690.4%
VOOVANGUARD INDEX FDS673$462,2700.3%
CVXCHEVRON CORP NEW2.6K$426,4190.3%
BRK-BBERKSHIRE HATHAWAY INC DEL717$360,3980.3%
XLESELECT SECTOR SPDR TR5.5K$292,7940.2%
AAPLAPPLE INC956$281,0950.2%
DFSDDIMENSIONAL ETF TRUST5.4K$256,3070.2%
DIHPDIMENSIONAL ETF TRUST7.1K$241,5290.2%
VUGVANGUARD INDEX FDS2.8K$239,6050.2%
MSFTMICROSOFT CORP593$229,1470.2%
IWOISHARES TR553$217,9680.2%
GOOGLALPHABET INC601$215,9090.2%
IJKISHARES TR1.8K$214,9860.2%
IJHISHARES TR2.8K$214,8940.2%
IWNISHARES TR960$213,8830.2%
IDEVISHARES TR2.4K$210,4550.2%
HELOJ P MORGAN EXCHANGE TRADED F3.0K$202,8900.2%
ITOTISHARES TR1.2K$201,9810.2%
NUAINEW ERA ENERGY & DIGITAL INC35.0K$194,2500.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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