DOSSIER · 13F-HR · Q2 2026

Capstone Wealth Management, Inc.

$133M in tracked AUM across 48 positions as of Q2 2026.

CW
CIK 0002112205 · last filed Jun 30, 2026
Total AUM
$133M
as of Q2 2026
Holdings
48
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Capstone Wealth Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$46M1.0M34.7%
02
DFUS
DIMENSIONAL ETF TRUST
$9M106K6.5%
03
DFIC
DIMENSIONAL ETF TRUST
$8M218K6.1%
04
DFAT
DIMENSIONAL ETF TRUST
$8M114K6.0%
05
IVV
ISHARES TR
$6M8K4.7%
06
DFAI
DIMENSIONAL ETF TRUST
$6M136K4.2%
07
AVDE
AMERICAN CENTY ETF TR
$5M54K3.6%
08
DFAX
DIMENSIONAL ETF TRUST
$4M122K3.4%
09
DFAE
DIMENSIONAL ETF TRUST
$4M100K3.0%
10
DUHP
DIMENSIONAL ETF TRUST
$3M80K2.5%

Filing history

2026Q2Jun 30
$133M 13.0%
48 positionsView →
2026Q1Mar 31
$118M 3.3%
38 positionsView →
2025Q4Dec 31
$114M
40 positionsView →