CAPSTONE CAPITAL LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, CAPSTONE CAPITAL LLC held in its portfolio 20 assets valued at $153,910,978 (i.e. $153.91M).

The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($71.87M), DIMENSIONAL ETF TRUST ($36.68M), and DIMENSIONAL ETF TRUST ($17.51M).

The chart below shows the top 10 valuable assets, and the table below shows the top 20 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in CAPSTONE CAPITAL LLC Portfolio

DIMENSIONAL ETF TRUST

VANGUARD SCOTTSDALE FDS

VANGUARD MUN BD FDS

APPLE INC

VANGUARD SCOTTSDALE FDS

MICROSOFT CORP

LAS VEGAS SANDS CORP

INVESCO EXCH TRADED FD TR II

CAPSTONE CAPITAL LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
DIMENSIONAL ETF TRUST	1815402	71871765	US CORE EQUITY 2
DIMENSIONAL ETF TRUST	1064522	36683428	INTL CORE EQUITY
DIMENSIONAL ETF TRUST	529203	17506035	EMERGING MKTS CO
VANGUARD SCOTTSDALE FDS	150484	11998089	SHRT TRM CORP BD
VANGUARD MUN BD FDS	177817	8942417	TAX EXEMPT BD
APPLE INC	2807	763111	COM
VANGUARD SCOTTSDALE FDS	8811	737921	INT-TERM CORP
MICROSOFT CORP	1378	666428	COM
LAS VEGAS SANDS CORP	10149	660598	COM
INVESCO EXCH TRADED FD TR II	23652	643334	TAXABLE MUN BD
NVIDIA CORPORATION	3252	606498	COM
ISHARES TR	4370	468071	NATIONAL MUN ETF
ISHARES TR	3632	387534	SHRT NAT MUN ETF
ALPHABET INC	1201	375913	CAP STK CL A
AMAZON COM INC	1363	314608	COM
WESTERN ASSET MANAGED MUNS F	29450	307458	COM
DIMENSIONAL ETF TRUST	4133	306545	US EQUITY MARKET
ALPHABET INC	789	247588	CAP STK CL C
INVESCO EXCHANGE TRADED FD T	2130	218155	S&P MDCP QUALITY
ISHARES TR	300	205482	CORE S&P500 ETF