§ 13F · FUND PROFILE
Capstone Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 40Turnover · — · Q4Filed · Feb 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$114.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.03M | $41.0T | 35.9% | NEW |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 111K | $8.2T | 7.2% | NEW |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 194K | $6.7T | 5.9% | NEW |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 100K | $6.0T | 5.2% | NEW |
| 5 | IVV | ISHARES TR | 8K | $5.3T | 4.6% | NEW |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 131K | $5.0T | 4.4% | NEW |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 124K | $4.1T | 3.6% | NEW |
| 8 | AVDE | AMERICAN CENTY ETF TR | 45K | $3.8T | 3.3% | NEW |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 96K | $3.2T | 2.8% | NEW |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 82K | $3.1T | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPSTONE SIGNAL
AC read
Capstone Wealth Management, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed