Capstone Wealth Management, Inc.
CIK 0002112205 · BILLINGS, MT · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$133.2M
2026 Q2
Positions
48
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
34.7%
DFUS
DIMENSIONAL ETF TRUST
6.5%
DFIC
DIMENSIONAL ETF TRUST
6.1%
DFAT
DIMENSIONAL ETF TRUST
6.0%
IVV
ISHARES TR
4.7%
DFAI
DIMENSIONAL ETF TRUST
4.2%
AVDE
AMERICAN CENTY ETF TR
3.6%
DFAX
DIMENSIONAL ETF TRUST
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.