account_balance
Investment manager · 13F filer · SEC CIK 2019411
Capstone Wealth Management, LLC
Reported value$216Mas of Sep 30, 2026
Positions177 38 new, 49 sold out
Top 10 weight56.4%BSVO alone is 9%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BSVOEa Series Trust
9.2%
DFUSDimensional ETF Trust
8.9%Added +6%
DFACDimensional ETF Trust
8.1%
DFIVDimensional ETF Trust
6.7%
DFATDimensional ETF Trust
5.8%Trimmed −3%
DFUVDimensional ETF Trust
5.3%
DFAXDimensional ETF Trust
3.9%Trimmed −2%
VGITVanguard Scottsdale FDS
3.2%Added +9%
AVUVAmerican Centy ETF Tr
3.1%
DFAIDimensional ETF Trust
2.2%
AAPLApple Inc.
2.1%+8%
DFEMDimensional ETF Trust
1.8%
BSVOEa Series Trust
9.2%
DFUSDimensional ETF Trust
8.9%Added +6%
DFACDimensional ETF Trust
8.1%
DFIVDimensional ETF Trust
6.7%
DFATDimensional ETF Trust
5.8%−3%
DFUVDimensional ETF Trust
5.3%
DFAXDimensional ETF Trust
3.9%
VGITVanguard Scottsdale FDS
3.2%
AVUV3.1%
DFAI2.2%
AAPL2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BSVO Ea Series Trust 9.2% Held
DFUS Dimensional ETF Trust 8.9% Added +6%
DFAC Dimensional ETF Trust 8.1% Held
DFIV Dimensional ETF Trust 6.7% Held
DFAT Dimensional ETF Trust 5.8% Trimmed −3%
DFUV Dimensional ETF Trust 5.3% Held
DFAX Dimensional ETF Trust 3.9% Trimmed −2%
VGIT Vanguard Scottsdale FDS 3.2% Added +9%
AVUV American Centy ETF Tr 3.1% Held
DFAI Dimensional ETF Trust 2.2% Added +7%
AAPL Apple Inc. 2.1% Added +8%DFEM Dimensional ETF Trust 1.8% Added +3%
What changed
Biggest moves since Jun 30, 2026
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