account_balance

Investment manager · 13F filer · SEC CIK 2112205

Capstone Wealth Management, Inc.

Reported value$133Mas of Jun 30, 2026
Positions48 10 new, 0 sold out
Top 10 weight74.7%DFAC alone is 35%
FiledAug 1344 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFAC Dimensional ETF Trust 34.7% Held
DFUS Dimensional ETF Trust 6.5% Held
DFIC Dimensional ETF Trust 6.1% Added +3%
DFAT Dimensional ETF Trust 6.0% Added +3%
IVV iShares Tr 4.7% Added +6%
DFAI Dimensional ETF Trust 4.2% Held
AVDE American Centy ETF Tr 3.6% Added +9%
DFAX Dimensional ETF Trust 3.4% Held
DFAE Dimensional ETF Trust 3.0% Held
DUHP Dimensional ETF Trust 2.5% Trimmed −2%
DEHP Dimensional ETF Trust 2.5% Held
NEE NextEra Energy Inc 2.3% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 13, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
  • AGG +10%
  • AVDE +9%
  • AVEM +6%
  • AVUS +6%
arrow_downwardTrimmed
  • JPST −9%
  • VEU −3%
  • VONG −3%
  • VB −3%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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