The Analysis of Capstone Wealth Management, LLC's Holdings
Currently, Capstone Wealth Management, LLC holds 48 types of securities in its portfolio with a total value $137.0M. In the most recent quarter, they have increased their positions in VGIT (+20.9K shares, valued at $1.3M), DFNM (+9.2K shares, valued at $445.4K), DFSD (+7.8K shares, valued at $375.5K); decreased their positions in DFAT (-3.1K shares, valued at $187.0K), DFAX (-5.1K shares, valued at $167.9K), DFUV (-1.6K shares, valued at $75.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BSVO EA SERIES TRUST708.4K shares0.66%2025-12-312026-01-20
DFAC DIMENSIONAL ETF TRUST391.7K shares-0.12%2025-12-312026-01-20 DFUS DIMENSIONAL ETF TRUST201.6K shares1.62%2025-12-312026-01-20 DFIV DIMENSIONAL ETF TRUST266.6K shares-0.06%2025-12-312026-01-20 DFAT DIMENSIONAL ETF TRUST203.2K shares-1.52%2025-12-312026-01-20 DFUV DIMENSIONAL ETF TRUST213.3K shares-0.75%2025-12-312026-01-20 DFAX DIMENSIONAL ETF TRUST235.8K shares-2.13%2025-12-312026-01-20 AVUV AMERICAN CENTY ETF TR57.4K shares2.16%2025-12-312026-01-20 VGIT VANGUARD SCOTTSDALE FDS80.8K shares34.90%2025-12-312026-01-20 DFAI DIMENSIONAL ETF TRUST98.2K shares2.38%2025-12-312026-01-20 DFEM DIMENSIONAL ETF TRUST91.8K shares2.71%2025-12-312026-01-20 AVDV AMERICAN CENTY ETF TR31.1K shares1.13%2025-12-312026-01-20 DFAS DIMENSIONAL ETF TRUST37.9K shares0.00%2025-12-312026-01-20 AAPL APPLE INC8.7K shares2.24%2025-12-312026-01-20 DFAU DIMENSIONAL ETF TRUST39.1K shares0.00%2025-12-312026-01-20 DFSD DIMENSIONAL ETF TRUST26.3K shares42.43%2025-12-312026-01-20 MSFT MICROSOFT CORP2.5K shares4.15%2025-12-312026-01-20 VTI VANGUARD INDEX FDS3.6K shares0.00%2025-12-312026-01-20 DFNM DIMENSIONAL ETF TRUST22.3K shares71.01%2025-12-312026-01-20 VTIP VANGUARD MALVERN FDS21.3K shares32.21%2025-12-312026-01-20 IXUS ISHARES TR12.0K shares0.00%2025-12-312026-01-20 VMC VULCAN MATLS CO3.5K shares0.00%2025-12-312026-01-20 DISV DIMENSIONAL ETF TRUST25.6K shares0.21%2025-12-312026-01-20 NVDA NVIDIA CORPORATION4.5K shares8.97%2025-12-312026-01-20 CADENCE BANK CADENCE BANK19.4K shares0.00%2025-12-312026-01-20 SO SOUTHERN CO7.8K shares12.36%2025-12-312026-01-20 AMZN AMAZON COM INC2.6K shares9.04%2025-12-312026-01-20 ALPHABET INC ALPHABET INC1.8K shares4.47%2025-12-312026-01-20 WMT WALMART INC5.0K shares1.83%2025-12-312026-01-20 LLY ELI LILLY & CO503 shares0.80%2025-12-312026-01-20 ALPHABET INC ALPHABET INC1.7K shares5.52%2025-12-312026-01-20 DFGR DIMENSIONAL ETF TRUST18.7K shares8.19%2025-12-312026-01-20 IEI ISHARES TR3.9K shares48.95%2025-12-312026-01-20 IVLU ISHARES TR12.1K shares0.00%2025-12-312026-01-20 IDEV ISHARES TR5.4K shares0.60%2025-12-312026-01-20 ITOT ISHARES TR2.8K shares-1.17%2025-12-312026-01-20 EFV ISHARES TR5.8K shares0.00%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.1.3K shares3.10%2025-12-312026-01-20 BROADCOM INC BROADCOM INC1.2K shares6.55%2025-12-312026-01-20 META META PLATFORMS INC566 shares0.00%2025-12-312026-01-20 XOM EXXON MOBIL CORP2.6K shares3.13%2025-12-312026-01-20 ABBV ABBVIE INC1.3K shares-9.13%2025-12-312026-01-20 NUE NUCOR CORP1.8K shares0.78%2025-12-312026-01-20 COST COSTCO WHSL CORP NEW301 shares0.33%2025-12-312026-01-20 VXUS VANGUARD STAR FDS3.4K shares0.00%2025-12-312026-01-20 TSLA TESLA INC569 shares8.59%2025-12-312026-01-20 ORGN ORIGIN MATERIALS INC38.7K shares0.00%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available