CAPSTONE WEALTH MANAGEMENT, LLC 13F Portfolio
CAPSTONE WEALTH MANAGEMENT, LLC runs CAPSTONE WEALTH MANAGEMENT, LLC and currently holds 188 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $215.51M. Their top holdings are DFUS, DFAC, DFIV, DFAT, DFUV. The top five represent 34.7% of reported portfolio weight. CAPSTONE WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CAPSTONE WEALTH MANAGEMENT, LLC initiated 57 new positions. They added to 28 existing positions. They trimmed 11 positions. Their current best-performing preview position is NUE with returns of +31.72%.
Portfolio Value
$215.51M
Alpha Score
28.7
#0 of 1000
Holdings
188
CAPSTONE WEALTH MANAGEMENT, LLC Current 13F Holdings
Reported holdings from CAPSTONE WEALTH MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
188 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFUS DIMENSIONAL ETF TRUST | 8.28% | $66.30 | $84.78 | +27.87% | Added +2.70% |
 DFAC DIMENSIONAL ETF TRUST | 8.15% | $34.68 | $45.31 | +30.64% | Added +0.78% |
 DFIV DIMENSIONAL ETF TRUST | 6.56% | $35.65 | $55.43 | +55.47% | Trimmed -1.04% |
 DFAT DIMENSIONAL ETF TRUST | 6.36% | $55.66 | $67.30 | +20.91% | Trimmed -3.38% |
 DFUV DIMENSIONAL ETF TRUST | 5.39% | $41.07 | $55.80 | +35.87% | Trimmed -0.41% |
 DFAX DIMENSIONAL ETF TRUST | 4.00% | $24.87 | $37.06 | +49.01% | Trimmed -0.16% |
 AVUV AMERICAN CENTY ETF TR | 3.32% | $96.31 | $119.63 | +24.21% | Added +0.00% |
 VGIT VANGUARD SCOTTSDALE FDS | 3.06% | $58.98 | $56.70 | -3.87% | Added +19.03% |
 DFAI DIMENSIONAL ETF TRUST | 2.02% | $32.70 | $41.35 | +26.45% | Added +2.85% |
 DFEM DIMENSIONAL ETF TRUST | 1.77% | $28.54 | $40.01 | +40.19% | Trimmed -2.35% |
Showing 1-10 of 188