§ 13F · FUND PROFILE
Capstone Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $130M (13F)Positions · 50Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | 718K | $18M | 12.7% | +1% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 393K | $15M | 10.7% | ±0% |
| 3 | DFUS | DIMENSIONAL ETF TRUST | 212K | $15M | 10.5% | +5% |
| 4 | DFIV | DIMENSIONAL ETF TRUST | 265K | $14M | 9.7% | −1% |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 203K | $13M | 8.8% | ±0% |
| 6 | DFUV | DIMENSIONAL ETF TRUST | 212K | $10M | 7.2% | −1% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 234K | $8M | 5.6% | −1% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 57K | $6M | 4.4% | ±0% |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | 94K | $6M | 3.9% | +16% |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 102K | $4M | 2.8% | +4% |
§ 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 $130 million in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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