Capstone Wealth Management, LLC
CIK: 0002019411SEC EDGAR →
Portfolio Value
$137.0B
Holdings
48
As of
Q4 2025
New Positions
3
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EA SERIES TRUST | 708,387 | $16.5B | 12.04% |
| 2 | DIMENSIONAL ETF TRUST | 391,703 | $15.5B | 11.32% |
| 3 | DIMENSIONAL ETF TRUST | 201,628 | $15.0B | 10.91% |
| 4 | DIMENSIONAL ETF TRUST | 266,607 | $13.3B | 9.71% |
| 5 | DIMENSIONAL ETF TRUST | 203,209 | $12.1B | 8.83% |
| 6 | DIMENSIONAL ETF TRUST | 213,293 | $9.9B | 7.25% |
| 7 | DIMENSIONAL ETF TRUST | 235,761 | $7.7B | 5.63% |
| 8 | AMERICAN CENTY ETF TR | 57,398 | $5.9B | 4.27% |
| 9 | VANGUARD SCOTTSDALE FDS | 80,828 | $4.8B | 3.53% |
| 10 | DIMENSIONAL ETF TRUST | 98,176 | $3.7B | 2.73% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $108.3B | 79.1% |
| Unknown | 3 | $17.6B | 12.9% |
| Technology | 4 | $4.8B | 3.5% |
| Communication Services | 3 | $1.5B | 1.1% |
| Basic Materials | 3 | $1.3B | 1.0% |
| Consumer Cyclical | 2 | $850.0M | 0.6% |
| Healthcare | 2 | $840.0M | 0.6% |
| Consumer Defensive | 2 | $811.0M | 0.6% |
| Utilities | 1 | $679.0M | 0.5% |
| Energy | 1 | $313.0M | 0.2% |