Capstone Wealth Management

Capstone Wealth Management as of March 31, 2026

Portfolio Holdings for Capstone Wealth Management

Capstone Wealth Management holds 50 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
Ea Series Trust Ea Bridgeway Omn (BSVO) 12.7 $18M 718k 25.37
Dimensional Etf Trust Us Core Equity 2 (DFAC) 10.7 $15M 393k 38.86
Dimensional Etf Trust Us Equity Market (DFUS) 10.5 $15M 212k 70.91
Dimensional Etf Trust Internatnal Val (DFIV) 9.7 $14M 265k 52.78
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.8 $13M 203k 62.45
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.2 $10M 212k 48.46
Dimensional Etf Trust World Ex Us Core (DFAX) 5.6 $8.0M 234k 33.97
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.4 $6.3M 57k 110.47
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.9 $5.6M 94k 59.55
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.8 $4.0M 103k 38.96
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.3 $3.3M 96k 34.55
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.3 $3.3M 33k 99.86
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.9 $2.7M 38k 71.13
Apple (AAPL) 1.5 $2.2M 8.7k 253.79
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.5 $2.2M 48k 45.12
Dimensional Etf Trust Short Duration F (DFSD) 1.1 $1.5M 32k 47.88
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.8 $1.2M 25k 47.93
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $1.2M 23k 49.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.2M 3.6k 320.81
Ishares Tr Core Msci Total (IXUS) 0.7 $1.0M 12k 86.64
Dimensional Etf Trust Intl Small Cap V (DISV) 0.7 $1.0M 26k 39.44
Vulcan Materials Company (VMC) 0.7 $960k 3.5k 272.30
Microsoft Corporation (MSFT) 0.7 $940k 2.5k 370.13
NVIDIA Corporation (NVDA) 0.5 $783k 4.5k 174.40
Huntington Bancshares Incorporated (HBAN) 0.5 $766k 49k 15.65
Southern Company (SO) 0.5 $757k 7.8k 96.52
Wal-Mart Stores (WMT) 0.4 $616k 5.0k 124.28
Dimensional Etf Trust Global Real Est (DFGR) 0.4 $573k 22k 26.58
Amazon (AMZN) 0.4 $553k 2.7k 208.27
Alphabet Cap Stk Cl C (GOOG) 0.4 $517k 1.8k 286.81
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $481k 12k 39.68
Alphabet Cap Stk Cl A (GOOGL) 0.3 $479k 1.7k 287.51
Eli Lilly & Co. (LLY) 0.3 $463k 503.00 919.77
Ishares Tr Core Msci Intl (IDEV) 0.3 $443k 5.3k 83.58
Exxon Mobil Corporation (XOM) 0.3 $443k 2.6k 169.69
Ishares Tr Eafe Value Etf (EFV) 0.3 $429k 5.8k 74.35
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $394k 2.8k 142.46
JPMorgan Chase & Co. (JPM) 0.3 $373k 1.3k 294.16
Broadcom (AVGO) 0.3 $359k 1.2k 309.51
Meta Platforms Cl A (META) 0.2 $322k 563.00 572.13
Costco Wholesale Corporation (COST) 0.2 $308k 309.00 995.33
Nucor Corporation (NUE) 0.2 $308k 1.8k 169.14
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $297k 8.1k 36.76
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $293k 2.5k 118.60
Abbvie (ABBV) 0.2 $284k 1.3k 217.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $270k 564.00 479.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $262k 3.4k 77.11
Tesla Motors (TSLA) 0.2 $246k 661.00 371.75
Dimensional Etf Trust Intl High Profit (DIHP) 0.2 $242k 7.5k 32.22
At&t (T) 0.1 $204k 7.0k 28.99