§ 13F · FUND PROFILE
Capstone Wealth Management, Inc..
AUM · $133M (13F)Positions · 48Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.04M | $46M | — | — |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 106K | $9M | — | — |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 218K | $8M | — | — |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 114K | $8M | — | — |
| 5 | IVV | ISHARES TR | 8K | $6M | — | — |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 136K | $6M | — | — |
| 7 | AVDE | AMERICAN CENTY ETF TR | 54K | $5M | — | — |
| 8 | DFAX | DIMENSIONAL ETF TRUST | 122K | $4M | — | — |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 100K | $4M | — | — |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 80K | $3M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPSTONE SIGNAL
AC read
Capstone Wealth Management, Inc. is a Other fund managing $133 million in assets. The fund runs a portfolio of 48 positions.
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