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 CAPITAL LLC (CIK 1993327) reported $155.3M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($71.5M, 46.03%), DFIC ($37.4M, 24.12%), DFEM ($18.1M, 11.67%), VCSH ($12.0M, 7.70%), VTEB ($9.2M, 5.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $71.5M | 46.03% | 1.8M | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $37.4M | 24.12% | 1.1M | Trimmed |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $18.1M | 11.67% | 524,272 | Trimmed |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | $12.0M | 7.70% | 150,850 | Added |
| 5 | VTEB | VANGUARD MUN BD FDS | $9.2M | 5.92% | 184,133 | Added |
| 6 | AAPL | APPLE INC | $747,665 | 0.48% | 2,946 | Added |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $717,029 | 0.46% | 8,665 | Trimmed |
| 8 | BAB | INVESCO EXCH TRADED FD TR II | $627,117 | 0.40% | 23,261 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $603,598 | 0.39% | 3,461 | Added |
| 10 | LVS | LAS VEGAS SANDS CORP | $547,367 | 0.35% | 10,159 | Added |
| 11 | MSFT | MICROSOFT CORP | $536,376 | 0.35% | 1,449 | Added |
| 12 | SUB | ISHARES TR | $421,421 | 0.27% | 3,957 | Added |
| 13 | MUB | ISHARES TR | $381,556 | 0.25% | 3,595 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $345,072 | 0.22% | 1,200 | Trimmed |
| 15 | IVV | ISHARES TR | $342,935 | 0.22% | 525 | Added |
| 16 | AMZN | AMAZON COM INC | $306,990 | 0.20% | 1,474 | Added |
| 17 | DFUS | DIMENSIONAL ETF TRUST | $293,071 | 0.19% | 4,133 | Hold |
| 18 | MMU | WESTERN ASSET MANAGED MUNS F | $302,746 | 0.19% | 29,450 | Hold |
| 19 | GOOG | ALPHABET INC | $228,054 | 0.15% | 795 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $240,626 | 0.15% | 370 | New |
| 21 | CVX | CHEVRON CORPORATION | $216,417 | 0.14% | 1,046 | New |
| 22 | XMHQ | INVESCO EXCHANGE TRADED FD T | $220,178 | 0.14% | 2,130 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31