§ 13F · FUND PROFILE
Capstone Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $129.9T (13F)Positions · 50Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | 708K | $16.5T | 12.0% | +1% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 392K | $15.5T | 11.3% | ±0% |
| 3 | DFUS | DIMENSIONAL ETF TRUST | 202K | $15.0T | 10.9% | +2% |
| 4 | DFIV | DIMENSIONAL ETF TRUST | 267K | $13.3T | 9.7% | ±0% |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 203K | $12.1T | 8.8% | −2% |
| 6 | DFUV | DIMENSIONAL ETF TRUST | 213K | $9.9T | 7.3% | −1% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 236K | $7.7T | 5.6% | −2% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 57K | $5.9T | 4.3% | +2% |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | 81K | $4.8T | 3.5% | +35% |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 98K | $3.7T | 2.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPSTONE SIGNAL
AC read
Capstone Wealth Management, LLC is a Other fund managing $129922.1 trillion in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed