Capstone Wealth Management

Capstone Wealth Management as of March 31, 2026

Portfolio Holdings for Capstone Wealth Management

Capstone Wealth Management holds 38 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 34.7 $41M 1.0M 39.29
Dimensional Etf Trust Us Equity Market (DFUS) 6.6 $7.8M 109k 71.71
Dimensional Etf Trust Intl Core Equity (DFIC) 6.5 $7.6M 212k 36.02
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.9 $7.0M 111k 62.86
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.5 $5.3M 134k 39.46
Ishares Tr Core S&p500 Etf (IVV) 4.4 $5.2M 7.9k 660.51
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.6 $4.3M 50k 86.00
Dimensional Etf Trust World X Us Core (DFAX) 3.6 $4.2M 122k 34.40
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.9 $3.4M 99k 34.05
Nextera Energy (NEE) 2.7 $3.2M 35k 92.96
Dimensional Etf Trust Us High Profitab (DUHP) 2.6 $3.0M 82k 37.06
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 2.3 $2.7M 79k 33.99
Ishares Tr Core Us Aggbd Et (AGG) 2.1 $2.5M 25k 99.14
Jp Morgan Exchange Traded F Ultra Short Etf (JPST) 2.0 $2.4M 47k 50.45
American Centy Etf Tr Us Eqt Etf (AVUS) 1.9 $2.3M 20k 112.29
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $1.9M 24k 81.23
Lowe's Companies (LOW) 1.5 $1.8M 7.6k 234.29
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.3 $1.5M 21k 72.76
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $1.2M 16k 75.91
Jp Morgan Exchange Traded F Short Dura Core (JSCP) 0.8 $999k 21k 47.14
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.8 $909k 8.2k 110.88
Jp Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.7 $864k 18k 46.98
First Intst Bancsystem Com Cl A (FIBK) 0.7 $799k 24k 33.81
Caterpillar (CAT) 0.6 $699k 977.00 715.07
Vanguard Index Fds Small Cp (VB) 0.5 $608k 2.3k 264.81
Enterprise Products Partners (EPD) 0.5 $577k 15k 37.68
Chevron Corporation (CVX) 0.4 $504k 2.6k 197.20
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $475k 14k 35.26
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $463k 994.00 465.88
Ishares Tr Select Div Etf (DVY) 0.4 $456k 3.0k 151.54
Dimensional Etf Trust Us Real Estate E (DFAR) 0.4 $421k 17k 24.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $407k 673.00 604.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $341k 712.00 478.35
Select Sector Spdr Tr State Streeet Ene (XLE) 0.3 $325k 5.5k 59.15
Dimensional Etf Trust Short Duration F (DFSD) 0.2 $256k 5.3k 47.90
Apple (AAPL) 0.2 $237k 914.00 259.43
Vanguard Index Fds Growth Etf (VUG) 0.2 $233k 525.00 443.43
Dimensional Etf Trust Intl High Profit (DIHP) 0.2 $232k 7.1k 32.59