CIK 2019411
Capstone Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
48
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–48 of 48
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BSVO | EA SERIES TRUST | 708K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 392K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 202K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 267K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 203K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 213K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 236K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 57K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 81K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 98K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 92K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 31K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |
| AAPL | APPLE INC | 9K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 39K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 26K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 22K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 21K | $1M+ | SH |
| IXUS | ISHARES TR | 12K | $1M+ | SH |
| VMC | VULCAN MATLS CO | 4K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 26K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 5K | $500K+ | SH |
| CADE | CADENCE BANK | 19K | $500K+ | SH |
| SO | SOUTHERN CO | 8K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| LLY | ELI LILLY & CO | 503 | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 19K | $100K–$500K | SH |
| IEI | ISHARES TR | 4K | $100K–$500K | SH |
| IVLU | ISHARES TR | 12K | $100K–$500K | SH |
| IDEV | ISHARES TR | 5K | $100K–$500K | SH |
| ITOT | ISHARES TR | 3K | $100K–$500K | SH |
| EFV | ISHARES TR | 6K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| META | META PLATFORMS INC | 566 | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 564 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 301 | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| TSLA | TESLA INC | 569 | $100K–$500K | SH |
| ORGN | ORIGIN MATERIALS INC | 39K | $1K–$15K | SH |