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, LLC (CIK 2019411) reported $143.4M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BSVO ($18.2M, 12.71%), DFAC ($15.3M, 10.65%), DFUS ($15.0M, 10.49%), DFIV ($14.0M, 9.74%), DFAT ($12.7M, 8.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | $18.2M | 12.71% | 718,412 | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $15.3M | 10.65% | 393,120 | Added |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $15.0M | 10.49% | 212,156 | Added |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $14.0M | 9.74% | 264,582 | Trimmed |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $12.7M | 8.83% | 202,801 | Trimmed |
| 6 | DFUV | DIMENSIONAL ETF TRUST | $10.3M | 7.17% | 212,076 | Trimmed |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $8.0M | 5.55% | 234,375 | Trimmed |
| 8 | AVUV | AMERICAN CENTY ETF TR | $6.3M | 4.42% | 57,398 | Hold |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | $5.6M | 3.90% | 93,932 | Added |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $4.0M | 2.78% | 102,482 | Added |
| 11 | DFEM | DIMENSIONAL ETF TRUST | $3.3M | 2.32% | 96,331 | Added |
| 12 | AVDV | AMERICAN CENTY ETF TR | $3.3M | 2.27% | 32,657 | Added |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $2.7M | 1.87% | 37,662 | Trimmed |
| 14 | AAPL | APPLE INC | $2.2M | 1.54% | 8,719 | Trimmed |
| 15 | DFAU | DIMENSIONAL ETF TRUST | $2.2M | 1.52% | 48,381 | Added |
| 16 | DFSD | DIMENSIONAL ETF TRUST | $1.5M | 1.05% | 31,463 | Added |
| 17 | DFNM | DIMENSIONAL ETF TRUST | $1.2M | 0.82% | 24,566 | Added |
| 18 | VTIP | VANGUARD MALVERN FDS | $1.2M | 0.81% | 23,343 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $1.2M | 0.80% | 3,592 | Hold |
| 20 | IXUS | ISHARES TR | $1.0M | 0.72% | 11,965 | Trimmed |
| 21 | DISV | DIMENSIONAL ETF TRUST | $1.0M | 0.71% | 25,692 | Added |
| 22 | VMC | VULCAN MATLS CO | $960,130 | 0.67% | 3,526 | Hold |
| 23 | MSFT | MICROSOFT CORP | $939,770 | 0.66% | 2,539 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $783,230 | 0.55% | 4,491 | Trimmed |
| 25 | SO | SOUTHERN CO | $756,656 | 0.53% | 7,839 | Added |
Source: SEC Form 13F filings · as of 2026-03-31