13F Insight
DOSSIER · 13F-HR · Q3 2026

Capstone Wealth Management, LLC

$216M in tracked AUM across 177 positions as of Q3 2026.

CW
CIK 0002019411 · last filed Sep 30, 2026
Total AUM
$216M
as of Q3 2026
Holdings
177
−11 QoQ
positions
Whale Score
55
55
tracked
Activity
201
+40 new, −51 sold
changes this Q
AI Analysis · Q3 2026

Capstone Wealth Management, LLC filed its latest 13F-HR for Q3 2026. 201 position changes this quarter — 40 new, 51 exited, 58 added, 52 trimmed.

Quarter at a glance — Q3 2026

201 material changes this filing.

ADD
MSFTMICROSOFT CORP
+2K sh
+$1M
1.4%
ADD
DFUSDIMENSIONAL ETF TRUST
+13K sh
+$1M
8.9%
TRIM
DFATDIMENSIONAL ETF TRUST
-7K sh
$-1M
5.8%
TRIM
BSVOEA SERIES TRUST
-2K sh
$-918K
9.2%
ADD
AAPLAPPLE INC
+939 sh
+$853K
2.1%
EXIT
HDHOME DEPOT INC
-2K sh
$-685K
—
NEW
XOMEXXONMOBIL HOLDINGS CORP
+4K sh
+$643K
0.3%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
BSVO
EA SERIES TRUST
$20M710K9.2%02
DFUS
DIMENSIONAL ETF TRUST
$19M231K8.9%03
DFAC
DIMENSIONAL ETF TRUST
$18M394K8.1%04
DFIV
DIMENSIONAL ETF TRUST
$14M258K6.7%05
DFAT
DIMENSIONAL ETF TRUST
$13M189K5.8%06
DFUV
DIMENSIONAL ETF TRUST
$12M209K5.3%07
DFAX
DIMENSIONAL ETF TRUST
$8M229K3.9%08
VGIT
VANGUARD SCOTTSDALE FDS
$7M122K3.2%09
AVUV
AMERICAN CENTY ETF TR
$7M57K3.1%10
DFAI
DIMENSIONAL ETF TRUST
$5M112K2.2%

Filing history

2026Q3Sep 30
$216M▲ 0.2%
177 positionsView →2026Q2Jun 30
$216M▲ 50.3%
188 positionsView →2026Q1Mar 31
$143M▲ 4.7%
50 positionsView →2025Q4Dec 31
$137M▲ 23.7%
48 positionsView →2025Q3Sep 30
$111M▼ 2.9%
32 positionsLocked2025Q2Jun 30
$114M▲ 13.7%
48 positionsLocked2025Q1Mar 31
$100M▼ 1.9%
49 positionsLocked2024Q4Dec 31
$102M—
47 positionsLocked