Capstone Wealth Management, LLC
51 holdingsFiling period: 2026-03-31Current AUM: $160.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | 718.4K | $18.2M | $21.0M | 13.11% | +10.0K | 2026-03-31 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 393.1K | $15.3M | $17.5M | 10.90% | +1.4K | 2026-03-31 |
| 3 | DFUS | DIMENSIONAL ETF TRUST | 212.2K | $15.0M | $17.3M | 10.79% | +10.5K | 2026-03-31 |
| 4 | DFIV | DIMENSIONAL ETF TRUST | 264.6K | $14.0M | $15.2M | 9.44% | -2,025 | 2026-03-31 |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 202.8K | $12.7M | $14.3M | 8.94% | -408 | 2026-03-31 |
| 6 | DFUV | DIMENSIONAL ETF TRUST | 212.1K | $10.3M | $11.8M | 7.35% | -1,217 | 2026-03-31 |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 234.4K | $8.0M | $8.6M | 5.33% | -1,386 | 2026-03-31 |
| 8 | AVUV | AMERICAN CENTY ETF TR | 57.4K | $6.3M | $7.2M | 4.48% | -- | 2026-03-31 |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | 93.9K | $5.6M | $5.5M | 3.42% | +13.1K | 2026-03-31 |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 102.5K | $4.0M | $4.3M | 2.69% | +4.3K | 2026-03-31 |
| 11 | DFEM | DIMENSIONAL ETF TRUST | 96.3K | $3.3M | $3.6M | 2.26% | +4.5K | 2026-03-31 |
| 12 | AVDV | AMERICAN CENTY ETF TR | 32.7K | $3.3M | $3.4M | 2.13% | +1.5K | 2026-03-31 |
| 13 | DFAS | DIMENSIONAL ETF TRUST | 37.7K | $2.7M | $3.1M | 1.90% | -255 | 2026-03-31 |
| 14 | AAPL | APPLE INC | 8.7K | $2.2M | $2.7M | 1.68% | -9 | 2026-03-31 |
| 15 | DFAU | DIMENSIONAL ETF TRUST | 48.4K | $2.2M | $2.5M | 1.56% | +9.3K | 2026-03-31 |
| 16 | DFSD | DIMENSIONAL ETF TRUST | 31.5K | $1.5M | $1.5M | 0.93% | +5.2K | 2026-03-31 |
| 17 | DFNM | DIMENSIONAL ETF TRUST | 24.6K | $1.2M | $1.2M | 0.73% | +2.3K | 2026-03-31 |
| 18 | VTIP | VANGUARD MALVERN FDS | 23.3K | $1.2M | $1.2M | 0.72% | +2.0K | 2026-03-31 |
| 19 | VTI | VANGUARD INDEX FDS | 3.6K | $1.2M | $1.3M | 0.82% | -- | 2026-03-31 |
| 20 | IXUS | ISHARES TR | 12.0K | $1.0M | $1.1M | 0.70% | -50 | 2026-03-31 |
| 21 | DISV | DIMENSIONAL ETF TRUST | 25.7K | $1.0M | $1.1M | 0.68% | +47 | 2026-03-31 |
| 22 | VMC | VULCAN MATLS CO | 3.5K | $960K | $947K | 0.59% | -- | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 2.5K | $939K | $1.2M | 0.73% | +27 | 2026-03-31 |
| 24 | NVDA | NVIDIA CORPORATION | 4.5K | $783K | $901K | 0.56% | -15 | 2026-03-31 |
| 25 | HBAN | HUNTINGTON BANCSHARES INC | 48.9K | $765K | $833K | 0.52% | -- | 2026-03-31 |
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