Capstone Capital Wealth Advisors

Capstone Capital as of March 31, 2025

Portfolio Holdings for Capstone Capital

Capstone Capital holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 44.6 $56M 1.7M 32.99
Dimensional Etf Trust Intl Core Equity (DFIC) 23.5 $29M 1.1M 27.77
Dimensional Etf Trust Emerging Mkts Co (DFEM) 11.0 $14M 518k 26.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.0 $9.9M 126k 78.94
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 7.0 $8.7M 176k 49.62
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $868k 11k 81.76
Apple (AAPL) 0.6 $775k 3.5k 222.13
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.6 $701k 26k 26.68
Microsoft Corporation (MSFT) 0.5 $645k 1.7k 375.39
Ishares Tr National Mun Etf (MUB) 0.4 $557k 5.3k 105.44
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $427k 4.0k 105.60
NVIDIA Corporation (NVDA) 0.3 $401k 3.7k 108.38
Las Vegas Sands (LVS) 0.3 $390k 10k 38.63
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $389k 7.7k 50.42
Amazon (AMZN) 0.3 $318k 1.7k 190.26
Western Asset Managed Municipals Fnd (MMU) 0.2 $303k 30k 10.29
JPMorgan Chase & Co. (JPM) 0.2 $263k 1.1k 245.30
Chevron Corporation (CVX) 0.2 $260k 1.6k 167.29
Eli Lilly & Co. (LLY) 0.2 $258k 312.00 825.91
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $255k 6.4k 39.69
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $250k 4.1k 60.48
Broadcom (AVGO) 0.2 $213k 1.3k 167.43
Alphabet Cap Stk Cl A (GOOGL) 0.2 $204k 1.3k 154.64