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Capstone Wealth Management

Latest statistics and disclosures from Capstone Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002112205

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Positions held by Capstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Capstone Wealth Management

Capstone Wealth Management holds 40 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	35.9	$41M	1.0M	39.64	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	7.2	$8.2M	111k	74.24	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.9	$6.7M	194k	34.73	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.2	$6.0M	100k	59.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$5.3M	7.7k	685.45	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.4	$5.0M	131k	38.44	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.6	$4.1M	124k	33.08	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.3	$3.8M	45k	83.05	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.8	$3.2M	96k	33.25	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.7	$3.1M	82k	38.00	View chart
Nextera Energy (NEE)	2.4	$2.8M	35k	80.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.2	$2.5M	25k	99.93	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.9	$2.2M	67k	32.98	View chart
Lowe's Companies (LOW)	1.7	$2.0M	8.1k	243.32	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$1.6M	20k	78.56	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.3	$1.5M	20k	73.91	View chart
Jp Morgan Exchange Traded F Ultra Short Etf (JPST)	1.3	$1.5M	29k	50.60	View chart
Centerspace (CSR)	1.2	$1.4M	21k	65.93	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.2	$1.3M	12k	112.13	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$1.2M	17k	74.49	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.9	$1.0M	8.2k	121.65	View chart
Jp Morgan Exchange Traded F Short Dura Core (JSCP)	0.9	$997k	21k	47.55	View chart
Jp Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.7	$844k	18k	47.35	View chart
First Intst Bancsystem Com Cl A (FIBK)	0.7	$776k	22k	34.88	View chart
Vanguard Index Fds Small Cp (VB)	0.5	$605k	2.3k	259.35	View chart
Caterpillar (CAT)	0.5	$577k	977.00	590.85	View chart
Enterprise Products Partners (EPD)	0.4	$489k	15k	31.99	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$478k	994.00	480.72	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$450k	14k	32.94	View chart
Ishares Tr Select Div Etf (DVY)	0.4	$426k	3.0k	141.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$422k	673.00	627.52	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.3	$397k	17k	22.79	View chart
Chevron Corporation (CVX)	0.3	$396k	2.6k	153.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$356k	712.00	499.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$256k	525.00	487.01	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$256k	5.3k	47.97	View chart
Apple (AAPL)	0.2	$252k	925.00	272.06	View chart
Select Sector Spdr Tr State Streeet Ene (XLE)	0.2	$246k	5.5k	45.01	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$227k	7.1k	31.92	View chart
First Solar (FSLR)	0.2	$212k	772.00	274.34	View chart

Past Filings by Capstone Wealth Management

SEC 13F filings are viewable for Capstone Wealth Management going back to 2025

Capstone Wealth Management 2025 Q4 filed Feb. 20, 2026

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