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Capstone Wealth Management, LLC

13F
Capstone Wealth Management, LLC
Last update 2025-04-16 49 Stocks (3 new)
Value $100.00 Mil Turnover 3 %
Countries:
Capstone Wealth Management, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
418,390
13,802.7
-1.66%
13.750
-0.24%
0.040
+16.10%
+6.16%
35,420.4
 
BSVO
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
567,968
11,041.3
+2.53%
11.000
+0.27%
0.810
+18.02%
-0.79%
1,543.2
 
DFAT
Dimensional U.S. Targeted Value ETF
205,960
10,604.9
-1.14%
10.570
-0.13%
0.100
+16.94%
+2.01%
11,144.8
 
DFIV
Dimensional International Value ETF
264,662
10,417.1
-0.79%
10.380
-0.07%
0.110
+14.68%
+24.56%
12,240.9
 
DFUV
Dimensional US Marketwide Value ETF
199,729
8,230.9
+0.54%
8.200
+0.04%
0.070
+10.42%
+6.47%
11,820.2
 
DFUS
Dimensional U.S. Equity Market ETF
135,630
8,202.9
+3.89%
8.170
+0.31%
0.060
+17.40%
+7.12%
15,751.1
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
246,742
6,464.6
+0.73%
6.440
+0.05%
0.080
+16.12%
+21.01%
8,836.2
 
AVUV
Avantis U.S. Small Cap Value ETF
60,735
5,294.3
+3.77%
5.270
+0.19%
0.040
+16.96%
-0.72%
16,757.9
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
43,911
2,608.3
-35.04%
2.600
-1.34%
0.010
+0.01%
+4.12%
31,681.0
 
DFAS
Dimensional U.S. Small Cap ETF
37,926
2,266.1
-0.04%
2.260
0%
0.020
+16.49%
+1.71%
10,558.0
 

Capstone Wealth Management, LLC's Historical Top Holdings Breakdowns

Capstone Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-1.34%
57.44 ($58.5) 59.4
$59.25
1.28%
Reduce -35.04%
43,911
-23,682
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+0.56%
37.84 ($40.57) 42.31
$42.97
5.92%
Add 67.47%
36,189
14,580
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
2025-03-31
New Buy
New Buy
+0.38%
26.08 ($28.17) 30.23
$33.20
17.86%
New holding
13,128
13,128
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Add
Add
+0.31%
59.61 ($63.9) 66.74
$67.95
6.34%
Add 3.89%
135,630
5,084
BSVO
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
2025-03-31
Add
Add
+0.27%
19.02 ($20.99) 22.28
$21.48
2.33%
Add 2.53%
567,968
14,004
AVGO
Broadcom Inc
2025-03-31
Sold Out
Sold Out
-0.26%
167.43 ($211.65) 244.7
$275.18
30.02%
Sold Out
0
-1,126
BND
Vanguard Total Bond Market ETF
2025-03-31
New Buy
New Buy
+0.25%
71.17 ($72.57) 73.66
$73.08
0.70%
New holding
3,432
3,432
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Reduce
Reduce
-0.24%
32.42 ($34.71) 36.1
$36.52
5.21%
Reduce -1.66%
418,390
-7,062
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.21%
25.35 ($26.59) 27.46
$30.06
13.05%
Add 18.46%
52,148
8,128
T
AT&T Inc
2025-03-31
New Buy
New Buy
+0.20%
21.56 ($25.15) 28.28
$28.36
12.76%
New holding
7,099
7,099

Capstone Wealth Management, LLC Total Holding History ($B)

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Capstone Wealth Management, LLC's Asset Allocation

To

Capstone Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Capstone Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Capstone Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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