§ 13F · FUND PROFILE
Capstone Wealth Management, LLC.
AUM · $216M (13F)Positions · 188Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | 712K | $21M | 9.6% | −1% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 218K | $18M | 8.3% | +3% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 396K | $18M | 8.2% | +1% |
| 4 | DFIV | DIMENSIONAL ETF TRUST | 262K | $14M | 6.6% | −1% |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 196K | $14M | 6.4% | −3% |
| 6 | DFUV | DIMENSIONAL ETF TRUST | 211K | $12M | 5.4% | ±0% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 234K | $9M | 4.0% | ±0% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 57K | $7M | 3.3% | ±0% |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | 112K | $7M | 3.1% | +19% |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 105K | $4M | 2.0% | +3% |
§ 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 $216 million in assets. The fund runs a portfolio of 188 positions.
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