Capstone Wealth Management, LLC
Capstone Wealth Management, LLC reported 188 positions worth $215.5M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: BSVO (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BSVO | SH | $20.8M | 9.64% | 711,693 | — | — | |
| ▸ 2 | DFUS | SH | $17.9M | 8.28% | 217,893 | — | — | |
| ▸ 3 | DFAC | SH | $17.6M | 8.15% | 396,182 | — | — | |
| ▸ 4 | DFIV | SH | $14.1M | 6.56% | 261,831 | — | — | |
| ▸ 5 | DFAT | SH | $13.7M | 6.36% | 195,951 | — | — | |
| ▸ 6 | DFUV | SH | $11.6M | 5.39% | 211,207 | — | — | |
| ▸ 7 | DFAX | SH | $8.6M | 4.00% | 234,010 | — | — | |
| ▸ 8 | AVUV | SH | $7.2M | 3.32% | 57,399 | — | — | |
| ▸ 9 | VGIT | SH | $6.6M | 3.06% | 111,806 | — | — | |
| ▸ 10 | DFAI | SH | $4.3M | 2.02% | 105,407 | — | — |
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Frequently Asked Questions
What stocks does Capstone Wealth Management, LLC hold as of Q2 2026?
Capstone Wealth Management, LLC reported 188 positions worth $215.5M in its Q2 2026 13F filing. Largest positions: BSVO (9.6%), DFUS (8.3%), DFAC (8.2%), DFIV (6.6%) and DFAT (6.4%).
What did Capstone Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capstone Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.