Capstone Wealth Management, LLC

Est. AUM

$143.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	EA SERIES TRUST	EA BRIDGEWAY OMN	$18.2M	718412	12.71%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$15.3M	393120	10.65%	SOLE
3	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$15.0M	212156	10.49%	SOLE
4	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$14.0M	264582	9.74%	SOLE
5	DIMENSIONAL ETF TRUST	US TARGETED VLU	$12.7M	202801	8.83%	SOLE
6	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$10.3M	212076	7.17%	SOLE
7	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$8.0M	234375	5.55%	SOLE
8	AMERICAN CENTY ETF TR	US SML CP VALU	$6.3M	57398	4.42%	SOLE
9	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$5.6M	93932	3.90%	SOLE
10	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$4.0M	102482	2.78%	SOLE
11	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.3M	96331	2.32%	SOLE
12	AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.3M	32657	2.27%	SOLE
13	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.7M	37662	1.87%	SOLE
14	APPLE INC	COM	$2.2M	8719	1.54%	SOLE
15	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.2M	48381	1.52%	SOLE
16	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.5M	31463	1.05%	SOLE
17	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.2M	24566	0.82%	SOLE
18	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.2M	23343	0.81%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	3592	0.80%	SOLE
20	ISHARES TR	CORE MSCI TOTAL	$1.0M	11965	0.72%	SOLE
21	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.0M	25692	0.71%	SOLE
22	VULCAN MATLS CO	COM	$960K	3526	0.67%	SOLE
23	MICROSOFT CORP	COM	$940K	2539	0.66%	SOLE
24	NVIDIA CORPORATION	COM	$783K	4491	0.55%	SOLE
25	HUNTINGTON BANCSHARES INC	COM	$766K	48945	0.53%	SOLE
26	SOUTHERN CO	COM	$757K	7839	0.53%	SOLE
27	WALMART INC	COM	$616K	4955	0.43%	SOLE
28	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$573K	21559	0.40%	SOLE
29	AMAZON COM INC	COM	$553K	2657	0.39%	SOLE
30	ALPHABET INC	CAP STK CL C	$517K	1804	0.36%	SOLE
31	ISHARES TR	MSCI INTL VLU FT	$481K	12129	0.34%	SOLE
32	ALPHABET INC	CAP STK CL A	$479K	1667	0.33%	SOLE
33	ELI LILLY & CO	COM	$463K	503	0.32%	SOLE
34	EXXON MOBIL CORP	COM	$443K	2608	0.31%	SOLE
35	ISHARES TR	CORE MSCI INTL	$443K	5296	0.31%	SOLE
36	ISHARES TR	EAFE VALUE ETF	$429K	5769	0.30%	SOLE
37	ISHARES TR	CORE S&P TTL STK	$394K	2767	0.27%	SOLE
38	JPMORGAN CHASE & CO	COM	$373K	1267	0.26%	SOLE
39	BROADCOM INC	COM	$359K	1160	0.25%	SOLE
40	META PLATFORMS INC	CL A	$322K	563	0.22%	SOLE
41	COSTCO WHOLESALE CORPORATION	COM	$308K	309	0.21%	SOLE
42	NUCOR CORP	COM	$307K	1818	0.21%	SOLE
43	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$297K	8066	0.21%	SOLE
44	ISHARES TR	3 7 YR TREAS BD	$293K	2468	0.20%	SOLE
45	ABBVIE INC	COM	$284K	1304	0.20%	SOLE
46	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$270K	564	0.19%	SOLE
47	VANGUARD STAR FDS	VG TL INTL STK F	$262K	3397	0.18%	SOLE
48	TESLA INC	COM	$246K	661	0.17%	SOLE
49	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$241K	7495	0.17%	SOLE
50	AT&T INC	COM	$204K	7048	0.14%	SOLE

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