Capstone Wealth Management, Inc.

Est. AUM

$117.9M

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	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$40.9M	1040681	34.68%	SOLE
2	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$7.8M	108514	6.60%	SOLE
3	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$7.6M	211948	6.47%	SOLE
4	DIMENSIONAL ETF TRUST	US TARGETED VLU	$7.0M	111193	5.93%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$5.3M	133787	4.48%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$5.2M	7878	4.41%	SOLE
7	AMERICAN CENTY ETF TR	INTL EQT ETF	$4.3M	49862	3.64%	SOLE
8	DIMENSIONAL ETF TRUST	WORLD X US CORE	$4.2M	122121	3.56%	SOLE
9	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.4M	99184	2.86%	SOLE
10	NEXTERA ENERGY INC	COM	$3.2M	34534	2.72%	SOLE
11	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$3.0M	82028	2.58%	SOLE
12	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$2.7M	78721	2.27%	SOLE
13	ISHARES TR	CORE US AGGBD ET	$2.5M	25223	2.12%	SOLE
14	JP MORGAN EXCHANGE TRADED F	ULTRA SHORT ETF	$2.4M	46986	2.01%	SOLE
15	AMERICAN CENTY ETF TR	US EQT ETF	$2.3M	20209	1.92%	SOLE
16	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.9M	23572	1.62%	SOLE
17	LOWES COS INC	COM	$1.8M	7590	1.51%	SOLE
18	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$1.5M	20515	1.27%	SOLE
19	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.2M	15927	1.03%	SOLE
20	JP MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$999K	21195	0.85%	SOLE
21	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$909K	8199	0.77%	SOLE
22	JP MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$864K	18398	0.73%	SOLE
23	FIRST INTST BANCSYSTEM INC	COM CL A	$799K	23638	0.68%	SOLE
24	CATERPILLAR INC	COM	$699K	977	0.59%	SOLE
25	VANGUARD INDEX FDS	SMALL CP	$608K	2297	0.52%	SOLE
26	ENTERPRISE PRODS PARTNERS L	COM	$577K	15300	0.49%	SOLE
27	CHEVRON CORP NEW	COM	$504K	2558	0.43%	SOLE
28	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$475K	13470	0.40%	SOLE
29	SPDR DOW JONES INDL AVERAGE	UT SER 1	$463K	994	0.39%	SOLE
30	ISHARES TR	SELECT DIV ETF	$456K	3010	0.39%	SOLE
31	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$421K	17437	0.36%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$407K	673	0.35%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$341K	712	0.29%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREEET ENE	$325K	5490	0.28%	SOLE
35	DIMENSIONAL ETF TRUST	SHORT DURATION F	$256K	5337	0.22%	SOLE
36	APPLE INC	COM	$237K	914	0.20%	SOLE
37	VANGUARD INDEX FDS	GROWTH ETF	$233K	525	0.20%	SOLE
38	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$232K	7129	0.20%	SOLE

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