Capstone Wealth Management, LLC
CIK 0002019411 · TUSCALOOSA, AL · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$215.5M
2026 Q2
Positions
188
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BSVO
EA SERIES TRUST
9.6%
DFUS
DIMENSIONAL ETF TRUST
8.3%
DFAC
DIMENSIONAL ETF TRUST
8.2%
DFIV
DIMENSIONAL ETF TRUST
6.6%
DFAT
DIMENSIONAL ETF TRUST
6.4%
DFUV
DIMENSIONAL ETF TRUST
5.4%
DFAX
DIMENSIONAL ETF TRUST
4.0%
AVUV
AMERICAN CENTY ETF TR
3.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.