Capstone Wealth Management, LLC: 13F holdings
CIK 20194112026Q2
| Positions | 188 |
|---|
| Reported value | $215.5m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 188 (+138 vs prior quarter) |
|---|
| Reported value | $215.5m (+50.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BSVO EA SERIES TRUST | 711,693 | $20.8m | 9.6% |
| DFUS DIMENSIONAL ETF TRUST | 217,893 | $17.9m | 8.3% |
| DIMENSIONAL ETF TRUST | 396,182 | $17.6m | 8.2% |
| DFIV DIMENSIONAL ETF TRUST | 261,831 | $14.1m | 6.6% |
| DIMENSIONAL ETF TRUST | 195,951 | $13.7m | 6.4% |
| YM=F DIMENSIONAL ETF TRUST | 211,207 | $11.6m | 5.4% |
| DFAX DIMENSIONAL ETF TRUST | 234,010 | $8.6m | 4.0% |
| AVUV AMERICAN CENTY ETF TR | 57,399 | $7.2m | 3.3% |
| VGIT VANGUARD SCOTTSDALE FDS | 111,806 | $6.6m | 3.1% |
| DFAI DIMENSIONAL ETF TRUST | 105,407 | $4.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2019411")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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