What does Capstone Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Capstone Wealth Management, LLC (SEC 13F)

1. Portfolio Overview

Capstone Wealth Management, LLC manages a portfolio with a total value of approximately $137.04 million as of December 31, 2025. This represents a significant growth of +23.7% from the previous quarter's value of $110.82 million. The portfolio consists of 48 holdings, indicating a moderately concentrated strategy that leans heavily on fund-based allocations rather than a vast array of indi...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

BSVO

EA SERIES TRUST

$18M718K12.7%

DFAC

DIMENSIONAL ETF TRUST

$15M393K10.7%

DFUS

DIMENSIONAL ETF TRUST

$15M212K10.5%

DFIV

DIMENSIONAL ETF TRUST

$14M265K9.7%

DFAT

DIMENSIONAL ETF TRUST

$13M203K8.8%

DFUV

DIMENSIONAL ETF TRUST

$10M212K7.2%

DFAX

DIMENSIONAL ETF TRUST

$8M234K5.6%

AVUV

AMERICAN CENTY ETF TR

$6M57K4.4%

VGIT

VANGUARD SCOTTSDALE FDS

$6M94K3.9%

DFAI

DIMENSIONAL ETF TRUST

$4M102K2.8%

Filing history

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