Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capstone Wealth Management, Inc. (CIK 2112205) reported $133.2M across 48 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($46.2M, 34.71%), DFUS ($8.7M, 6.54%), DFIC ($8.1M, 6.09%), DFAT ($8.0M, 6.03%), IVV ($6.3M, 4.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $46.2M | 34.71% | 1.0M | Trimmed |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $8.7M | 6.54% | 106,355 | Trimmed |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $8.1M | 6.09% | 218,087 | Added |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $8.0M | 6.03% | 114,468 | Added |
| 5 | IVV | ISHARES TR | $6.3M | 4.70% | 8,345 | Added |
| 6 | DFAI | DIMENSIONAL ETF TRUST | $5.6M | 4.21% | 136,409 | Added |
| 7 | AVDE | AMERICAN CENTY ETF TR | $4.8M | 3.62% | 54,176 | Added |
| 8 | DFAX | DIMENSIONAL ETF TRUST | $4.5M | 3.35% | 122,053 | Trimmed |
| 9 | DFAE | DIMENSIONAL ETF TRUST | $3.9M | 2.95% | 100,040 | Added |
| 10 | DUHP | DIMENSIONAL ETF TRUST | $3.3M | 2.51% | 80,157 | Trimmed |
| 11 | DEHP | DIMENSIONAL ETF TRUST | $3.3M | 2.47% | 79,009 | Added |
| 12 | NEE | NEXTERA ENERGY INC | $3.0M | 2.25% | 34,542 | Added |
| 13 | AVUS | AMERICAN CENTY ETF TR | $2.7M | 2.06% | 21,477 | Added |
| 14 | AGG | ISHARES TR | $2.7M | 2.05% | 27,747 | Added |
| 15 | AVEM | AMERICAN CENTY ETF TR | $2.4M | 1.77% | 25,094 | Added |
| 16 | JPST | J P MORGAN EXCHANGE TRADED F | $2.1M | 1.61% | 42,640 | Trimmed |
| 17 | DCOR | DIMENSIONAL ETF TRUST | $1.7M | 1.29% | 20,831 | Added |
| 18 | LOW | LOWES COS INC | $1.7M | 1.27% | 7,590 | Hold |
| 19 | VEU | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.96% | 15,404 | Trimmed |
| 20 | JSCP | J P MORGAN EXCHANGE TRADED F | $1.0M | 0.76% | 21,431 | Added |
| 21 | VONG | VANGUARD SCOTTSDALE FDS | $1.0M | 0.76% | 7,988 | Trimmed |
| 22 | CAT | CATERPILLAR INC | $982,618 | 0.74% | 979 | Added |
| 23 | FIBK | FIRST INTST BANCSYSTEM INC | $925,907 | 0.69% | 23,667 | Added |
| 24 | JCPB | J P MORGAN EXCHANGE TRADED F | $876,581 | 0.66% | 18,764 | Added |
| 25 | VB | VANGUARD INDEX FDS | $679,289 | 0.51% | 2,238 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30