Capstone Wealth Management, Inc.
Capstone Wealth Management, Inc. reported 48 positions worth $133.2M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: DFAC (34.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $46.2M | 34.71% | 1,040,325 | — | — | |
| ▸ 2 | DFUS | SH | $8.7M | 6.54% | 106,355 | — | — | |
| ▸ 3 | DFIC | SH | $8.1M | 6.09% | 218,087 | — | — | |
| ▸ 4 | DFAT | SH | $8.0M | 6.03% | 114,468 | — | — | |
| ▸ 5 | IVV | SH | $6.3M | 4.70% | 8,345 | — | — | |
| ▸ 6 | DFAI | SH | $5.6M | 4.21% | 136,409 | — | — | |
| ▸ 7 | AVDE | SH | $4.8M | 3.62% | 54,176 | — | — | |
| ▸ 8 | DFAX | SH | $4.5M | 3.35% | 122,053 | — | — | |
| ▸ 9 | DFAE | SH | $3.9M | 2.96% | 100,040 | — | — | |
| ▸ 10 | DUHP | SH | $3.3M | 2.51% | 80,157 | — | — |
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Frequently Asked Questions
What stocks does Capstone Wealth Management, Inc. hold as of Q2 2026?
Capstone Wealth Management, Inc. reported 48 positions worth $133.2M in its Q2 2026 13F filing. Largest positions: DFAC (34.7%), DFUS (6.5%), DFIC (6.1%), DFAT (6.0%) and IVV (4.7%).
What did Capstone Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capstone Wealth Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.