Capstone Wealth Management, LLC
Q3 2026 13F filing
Updated 3 days ago177 disclosed positions worth $215.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A EA SERIES TRUST | $19.9M | 710.2K | 9.20% | — |
| 2 | R DIMENSIONAL ETF TRUST | $19.2M | 231.2K | 8.89% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $17.5M | 394.2K | 8.12% | — |
| 4 | M DIMENSIONAL ETF TRUST | $14.4M | 257.7K | 6.67% | — |
| 5 | A DIMENSIONAL ETF TRUST | $12.6M | 189.2K | 5.82% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $11.5M | 209.4K | 5.34% | — |
| 7 | D DIMENSIONAL ETF TRUST | $8.5M | 228.7K | 3.92% | — |
| 8 | V VANGUARD SCOTTSDALE FDS | $6.9M | 122.3K | 3.21% | — |
| 9 | M AMERICAN CENTY ETF TR | $6.7M | 57.1K | 3.11% | — |
| 10 | C DIMENSIONAL ETF TRUST | $4.7M | 112.3K | 2.15% | — |
| 11 | A APPLE INC | $4.4M | 13.3K | 2.05% | — |
| 12 | S DIMENSIONAL ETF TRUST | $3.9M | 97.3K | 1.79% | — |
| 13 | ? N/A AMERICAN CENTY ETF TR | $3.7M | 34.3K | 1.74% | — |
| 14 | N NVIDIA CORPORATION | $3.3M | 14.5K | 1.53% | — |
| 15 | M MICROSOFT CORP | $2.9M | 5.7K | 1.36% | — |
| 16 | R DIMENSIONAL ETF TRUST | $2.9M | 37.5K | 1.34% | — |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $2.5M | 48.1K | 1.17% | — |
| 18 | R DIMENSIONAL ETF TRUST | $1.8M | 38.7K | 0.83% | — |
| 19 | A AMAZON COM INC | $1.6M | 6.5K | 0.75% | — |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $1.4M | 31.2K | 0.66% | — |
| 21 | V VANGUARD MALVERN FDS | $1.4M | 27.8K | 0.63% | — |
| 22 | V VANGUARD INDEX FDS | $1.4M | 3.6K | 0.63% | — |
| 23 | M MICRON TECHNOLOGY INC | $1.3M | 1.2K | 0.60% | — |
| 24 | L ELI LILLY & CO | $1.3M | 1.1K | 0.58% | — |
| 25 | A BROADCOM INC | $1.2M | 3.4K | 0.55% | — |
| 26 | M META PLATFORMS INC | $1.2M | 1.6K | 0.54% | — |
| 27 | E ISHARES TR | $1.1M | 11.9K | 0.52% | — |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $1.1M | 25.2K | 0.51% | — |
| 29 | G ALPHABET INC | $942K | 2.8K | 0.44% | — |
| 30 | J JPMORGAN CHASE & CO | $934K | 2.8K | 0.43% | — |
| 31 | T ATLASSIAN CORPORATION | $931K | 5.2K | 0.43% | — |
| 32 | P PHILLIPS 66 | $885K | 3.5K | 0.41% | — |
| 33 | G ALPHABET INC | $885K | 2.6K | 0.41% | — |
| 34 | V VULCAN MATLS CO | $863K | 3.5K | 0.40% | — |
| 35 | H HUNTINGTON BANCSHARES INC | $846K | 55.4K | 0.39% | — |
| 36 | S SNOWFLAKE INC | $751K | 2.2K | 0.35% | — |
| 37 | S SOUTHERN CO | $731K | 8.8K | 0.34% | — |
| 38 | ? N/A DIMENSIONAL ETF TRUST | $694K | 25.7K | 0.32% | — |
| 39 | B BERKSHIRE HATHAWAY INC DEL | $649K | 1.3K | 0.30% | — |
| 40 | X EXXONMOBIL HOLDINGS CORP | $643K | 4.0K | 0.30% | — |
| 41 | A ALLIANCE RESOURCE PARTNERS L | $605K | 24.9K | 0.28% | — |
| 42 | A ABBOTT LABORATORIES | $570K | 5.8K | 0.26% | — |
| 43 | A AIRBNB INC | $569K | 3.5K | 0.26% | — |
| 44 | W WELLS FARGO & CO | $568K | 7.1K | 0.26% | — |
| 45 | T TRAVELERS COMPANIES INC | $556K | 1.6K | 0.26% | — |
| 46 | C CHEVRON CORPORATION | $521K | 2.6K | 0.24% | — |
| 47 | E ISHARES TR | $520K | 12.1K | 0.24% | — |
| 48 | P PROCTER & GAMBLE CO | $512K | 3.5K | 0.24% | — |
| 49 | C CENTENE CORP DEL | $512K | 8.2K | 0.24% | — |
| 50 | W WALMART INC | $505K | 4.9K | 0.23% | — |