Capstone Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Capstone Wealth Management, LLC held in its portfolio 48 assets valued at $137,044,566 (i.e. $137.04M).
The most valuable assets in the portfolio included: EA SERIES TRUST ($16.51M), DIMENSIONAL ETF TRUST ($15.51M), and DIMENSIONAL ETF TRUST ($14.96M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Capstone Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| EA SERIES TRUST | 708387 | 16505410 | EA BRIDGEWAY OMN |
| DIMENSIONAL ETF TRUST | 391703 | 15507537 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 201628 | 14954721 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 266607 | 13303693 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 203209 | 12099078 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 213293 | 9937321 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 235761 | 7716444 | WORLD EX US CORE |
| AMERICAN CENTY ETF TR | 57398 | 5853428 | US SML CP VALU |
| VANGUARD SCOTTSDALE FDS | 80828 | 4844023 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 98176 | 3741482 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 91832 | 3037816 | EMERGING MKTS CO |
| AMERICAN CENTY ETF TR | 31133 | 2925534 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 37917 | 2641662 | US SMALL CAP ETF |
| APPLE INC | 8728 | 2372896 | COM |
| DIMENSIONAL ETF TRUST | 39123 | 1830974 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 26287 | 1260449 | SHORT DURATION F |
| MICROSOFT CORP | 2512 | 1214694 | COM |
| VANGUARD INDEX FDS | 3592 | 1204290 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 22267 | 1072601 | NATL MUN BD ETF |
| VANGUARD MALVERN FDS | 21311 | 1054052 | STRM INFPROIDX |
| ISHARES TR | 12015 | 1016964 | CORE MSCI TOTAL |
| VULCAN MATLS CO | 3526 | 1005686 | COM |
| DIMENSIONAL ETF TRUST | 25645 | 974491 | INTL SMALL CAP V |
| NVIDIA CORPORATION | 4506 | 840369 | COM |
| CADENCE BANK | 19410 | 831524 | COM |
| SOUTHERN CO | 7798 | 679955 | COM |
| AMAZON COM INC | 2580 | 595516 | COM |
| ALPHABET INC | 1801 | 565271 | CAP STK CL C |
| WALMART INC | 4955 | 552037 | COM |
| ELI LILLY & CO | 503 | 540564 | COM |
| ALPHABET INC | 1662 | 520330 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 18674 | 493355 | GLOBAL REAL EST |
| ISHARES TR | 3889 | 464152 | 3 7 YR TREAS BD |
| ISHARES TR | 12129 | 461518 | MSCI INTL VLU FT |
| ISHARES TR | 5357 | 441877 | CORE MSCI INTL |
| ISHARES TR | 2796 | 415681 | CORE S&P TTL STK |
| ISHARES TR | 5769 | 411961 | EAFE VALUE ETF |
| JPMORGAN CHASE & CO. | 1265 | 407608 | COM |
| BROADCOM INC | 1155 | 399746 | COM |
| META PLATFORMS INC | 566 | 373611 | CL A |
| EXXON MOBIL CORP | 2606 | 313632 | COM |
| ABBVIE INC | 1314 | 300338 | COM |
| NUCOR CORP | 1818 | 296572 | COM |
| BERKSHIRE HATHAWAY INC DEL | 564 | 283495 | CL B NEW |
| COSTCO WHSL CORP NEW | 301 | 259856 | COM |
| VANGUARD STAR FDS | 3397 | 256270 | VG TL INTL STK F |
| TESLA INC | 569 | 255891 | COM |
| ORIGIN MATERIALS INC | 38692 | 8191 | COM |
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