Capstone Wealth Management, LLC - Portfolio overview

Capstone Wealth Management, LLC has 53 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BSVO - EA SERIES TRUST, 12.61%
2. DFAC - DIMENSIONAL ETF TRUST, 10.57%
3. DFUS - DIMENSIONAL ETF TRUST, 10.41%

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

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