CAPSTONE CAPITAL LLC

Est. AUM

$155.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$71.5M	1839261	46.04%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$37.5M	1054038	24.12%	SOLE
3	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$18.1M	524272	11.67%	SOLE
4	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$12.0M	150850	7.70%	SOLE
5	VANGUARD MUN BD FDS	TAX EXEMPT BD	$9.2M	184133	5.92%	SOLE
6	APPLE INC	COM	$748K	2946	0.48%	SOLE
7	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$717K	8665	0.46%	SOLE
8	INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$627K	23261	0.40%	SOLE
9	NVIDIA CORPORATION	COM	$604K	3461	0.39%	SOLE
10	LAS VEGAS SANDS CORP	COM	$547K	10159	0.35%	SOLE
11	MICROSOFT CORP	COM	$536K	1449	0.35%	SOLE
12	ISHARES TR	SHRT NAT MUN ETF	$421K	3957	0.27%	SOLE
13	ISHARES TR	NATIONAL MUN ETF	$382K	3595	0.25%	SOLE
14	ALPHABET INC	CAP STK CL A	$345K	1200	0.22%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$343K	525	0.22%	SOLE
16	AMAZON COM INC	COM	$307K	1474	0.20%	SOLE
17	WESTERN ASSET MANAGED MUNS F	COM	$303K	29450	0.20%	SOLE
18	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$293K	4133	0.19%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$241K	370	0.16%	SOLE
20	ALPHABET INC	CAP STK CL C	$228K	795	0.15%	SOLE
21	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$220K	2130	0.14%	SOLE
22	CHEVRON CORPORATION	COM	$216K	1046	0.14%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.