Capstone Wealth Management, LLC — 13F holdings

Capstone Wealth Management, LLC reported 188 holdings worth $216M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

  1. BSVO EA SERIES TRUST — $20.8M (9.6%)
  2. DFUS DIMENSIONAL ETF TRUST — $17.9M (8.3%)
  3. DIMENSIONAL ETF TRUST — $17.6M (8.2%)
  4. DFIV DIMENSIONAL ETF TRUST — $14.1M (6.6%)
  5. DIMENSIONAL ETF TRUST — $13.7M (6.4%)
  6. DFUV DIMENSIONAL ETF TRUST — $11.6M (5.4%)
  7. DFAX DIMENSIONAL ETF TRUST — $8.62M (4.0%)
  8. AVUV AMERICAN CENTY ETF TR — $7.16M (3.3%)
  9. VGIT VANGUARD SCOTTSDALE FDS — $6.59M (3.1%)
  10. DFAI DIMENSIONAL ETF TRUST — $4.35M (2.0%)