Capstone Capital Wealth Advisors

Capstone Capital as of Dec. 31, 2025

Portfolio Holdings for Capstone Capital

Capstone Capital holds 20 positions in its portfolio as reported in the December 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) 46.7 $72M 1.8M 39.59
Dimensional Etf Trust Intl Core Equity (DFIC) 23.8 $37M 1.1M 34.46
Dimensional Etf Trust Emerging Mkts Co (DFEM) 11.4 $18M 529k 33.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 7.8 $12M 151k 79.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 5.8 $8.9M 178k 50.29
Apple (AAPL) 0.5 $763k 2.8k 271.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $738k 8.8k 83.75
Microsoft Corporation (MSFT) 0.4 $666k 1.4k 483.62
Las Vegas Sands (LVS) 0.4 $661k 10k 65.09
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.4 $643k 24k 27.20
NVIDIA Corporation (NVDA) 0.4 $607k 3.3k 186.50
Ishares Tr National Mun Etf (MUB) 0.3 $468k 4.4k 107.11
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $388k 3.6k 106.70
Alphabet Cap Stk Cl A (GOOGL) 0.2 $376k 1.2k 313.00
Amazon (AMZN) 0.2 $315k 1.4k 230.82
Western Asset Managed Municipals Fnd (MMU) 0.2 $308k 30k 10.44
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $307k 4.1k 74.17
Alphabet Cap Stk Cl C (GOOG) 0.2 $248k 789.00 313.80
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $218k 2.1k 102.42
Ishares Tr Core S&p500 Etf (IVV) 0.1 $206k 300.00 684.94