Capstone Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 20, 2026, for the 2025 Q4 period, Capstone Wealth Management, Inc. held in its portfolio 40 assets valued at $114,119,516 (i.e. $114.12M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($41.02M), DIMENSIONAL ETF TRUST ($8.23M), and DIMENSIONAL ETF TRUST ($6.73M).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Capstone Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1034677 | 41014587 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 110788 | 8224874 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 193739 | 6727794 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 100194 | 5970050 | US TARGETED VLU |
| ISHARES TR | 7718 | 5290291 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 131334 | 5048498 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 123550 | 4087019 | WORLD EX US CORE |
| AMERICAN CENTY ETF TR | 45211 | 3754765 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 96375 | 3204453 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 82010 | 3116397 | US HIGH PROFITAB |
| NEXTERA ENERGY INC | 34534 | 2785374 | COM |
| ISHARES TR | 25438 | 2541954 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 66816 | 2203583 | EMERGING MKTS HI |
| LOWES COS INC | 8059 | 1960914 | COM |
| AMERICAN CENTY ETF TR | 20167 | 1584350 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 20140 | 1488532 | US CORE EQUITY 1 |
| JP MORGAN EXCHANGE TRADED F | 29108 | 1472992 | ULTRA SHORT ETF |
| CENTERSPACE | 21196 | 1397414 | COM |
| AMERICAN CENTY ETF TR | 11919 | 1336420 | US EQT ETF |
| VANGUARD INTL EQUITY INDEX F | 16713 | 1245031 | ALLWRLD EX US |
| VANGUARD SCOTTSDALE FDS | 8242 | 1002648 | VNG RUS1000GRW |
| JP MORGAN EXCHANGE TRADED F | 20965 | 996886 | SHORT DURA CORE |
| JP MORGAN EXCHANGE TRADED F | 17820 | 843825 | CORE PLUS BD ETF |
| FIRST INTST BANCSYSTEM INC | 22245 | 776005 | COM CL A |
| VANGUARD INDEX FDS | 2333 | 605057 | SMALL CP |
| CATERPILLAR INC | 977 | 577260 | COM |
| ENTERPRISE PRODS PARTNERS L | 15300 | 489403 | COM |
| SPDR DOW JONES INDL AVERAGE | 994 | 477836 | UT SER 1 |
| DIMENSIONAL ETF TRUST | 13669 | 450324 | US SMALL CAP VAL |
| ISHARES TR | 3010 | 426156 | SELECT DIV ETF |
| VANGUARD INDEX FDS | 673 | 422318 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 17437 | 397330 | US REAL ESTATE E |
| CHEVRON CORP NEW | 2573 | 395740 | COM |
| BERKSHIRE HATHAWAY INC DEL | 712 | 355868 | CL B NEW |
| VANGUARD INDEX FDS | 525 | 255680 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 5328 | 255565 | SHORT DURATION F |
| APPLE INC | 925 | 251656 | COM |
| SELECT SECTOR SPDR TR | 5456 | 245558 | STATE STREEET ENE |
| DIMENSIONAL ETF TRUST | 7121 | 227318 | INTL HIGH PROFIT |
| FIRST SOLAR INC | 772 | 211791 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.