Capstone Wealth Management, Inc. - Portfolio overview

Capstone Wealth Management, Inc. has 38 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Utilities and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 34.68%
2. DFUS - DIMENSIONAL ETF TRUST, 6.60%
3. DFIC - DIMENSIONAL ETF TRUST, 6.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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