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CAPSTONE WEALTH MANAGEMENT, LLC
CAPSTONE WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
CAPSTONE WEALTH MANAGEMENT, LLC runs CAPSTONE WEALTH MANAGEMENT, LLC and currently holds 188 stock positions, which is fewer than the average of 230 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%.
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188 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFUS DIMENSIONAL ETF TRUST | 8.28% | $66.30 | $83.66 | +26.18% | Added +2.70% |
 DFAC DIMENSIONAL ETF TRUST | 8.15% | $34.68 | $45.61 | +31.52% | Added +0.78% |
 DFIV DIMENSIONAL ETF TRUST | 6.56% | $35.65 | $58.30 | +63.52% | Trimmed -1.04% |
 DFAT DIMENSIONAL ETF TRUST | 6.36% | $55.66 | $71.70 | +28.82% | Trimmed -3.38% |
 DFUV DIMENSIONAL ETF TRUST | 5.39% | $41.07 | $57.42 | +39.81% | Trimmed -0.41% |
 DFAX DIMENSIONAL ETF TRUST | 4.00% | $24.87 | $38.13 | +53.32% | Trimmed -0.16% |
 AVUV AMERICAN CENTY ETF TR | 3.32% | $96.31 | $126.43 | +31.27% | Added +0.00% |
 VGIT VANGUARD SCOTTSDALE FDS | 3.06% | $58.98 | $58.32 | -1.13% | Added +19.03% |
 DFAI DIMENSIONAL ETF TRUST | 2.02% | $32.70 | $43.33 | +32.51% | Added +2.85% |
 DFEM DIMENSIONAL ETF TRUST | 1.77% | $28.54 | $39.90 | +39.80% | Trimmed -2.35% |
Showing 1-10 of 188