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The Analysis of Capstone Wealth Management, Inc.'s Holdings & P&L

Currently, Capstone Wealth Management, Inc. holds 38 types of securities in its portfolio with a total value $117.9M. In the most recent quarter, they have increased their positions in AVUS (+8.3K shares, valued at $930.9K), JPST (+17.9K shares, valued at $902.0K), DFAT (+11.0K shares, valued at $691.4K); decreased their positions in DFUS (-2.3K shares, valued at $163.1K), LOW (-469 shares, valued at $109.9K), VEU (-786 shares, valued at $59.7K).

1M P&L

-118.9K-0.09%

3M P&L

+3.4M+2.69%

HY P&L

+6.3M+5.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A109.4M

93.3%

2Utilities - Regulated Electric3.2M

2.7%

3Home Improvement Retail1.8M

1.5%

Top Industries by Stock Count

1N/A29 stocks

80.6%

2Consumer Electronics1 stocks

2.8%

3Farm & Heavy Construction Machinery1 stocks

2.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.0M shares0.58%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST108.5K shares-2.05%2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST211.9K shares9.40%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST111.2K shares10.98%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST133.8K shares1.87%2026-03-312026-05-15

IVV ISHARES TR7.9K shares2.07%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR49.9K shares10.29%2026-03-312026-05-15

DFAX DIMENSIONAL ETF TRUST122.1K shares-1.16%2026-03-312026-05-15

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DFAE DIMENSIONAL ETF TRUST99.2K shares2.91%2026-03-312026-05-15

NEE NEXTERA ENERGY INC34.5K shares0.00%2026-03-312026-05-15

DUHP DIMENSIONAL ETF TRUST82.0K shares0.02%2026-03-312026-05-15

DEHP DIMENSIONAL ETF TRUST78.7K shares17.82%2026-03-312026-05-15

AGG ISHARES TR25.2K shares-0.85%2026-03-312026-05-15

JPST JP MORGAN EXCHANGE TRADED F47.0K shares61.42%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR20.2K shares69.55%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR23.6K shares16.88%2026-03-312026-05-15

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LOW LOWES COS INC7.6K shares-5.82%2026-03-312026-05-15

DCOR DIMENSIONAL ETF TRUST20.5K shares1.86%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F15.9K shares-4.70%2026-03-312026-05-15

JSCP JP MORGAN EXCHANGE TRADED F21.2K shares1.10%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS8.2K shares-0.52%2026-03-312026-05-15

JCPB JP MORGAN EXCHANGE TRADED F18.4K shares3.24%2026-03-312026-05-15

FIBK FIRST INTST BANCSYSTEM INC23.6K shares6.26%2026-03-312026-05-15

CAT CATERPILLAR INC977 shares0.00%2026-03-312026-05-15

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VB VANGUARD INDEX FDS2.3K shares-1.54%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L15.3K shares0.00%2026-03-312026-05-15

CVX CHEVRON CORP NEW2.6K shares-0.58%2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST13.5K shares-1.46%2026-03-312026-05-15

DIA SPDR DOW JONES INDL AVERAGE994 shares0.00%2026-03-312026-05-15

DVY ISHARES TR3.0K shares0.00%2026-03-312026-05-15

DFAR DIMENSIONAL ETF TRUST17.4K shares0.00%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS673 shares0.00%2026-03-312026-05-15

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BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL712 shares0.00%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR5.5K shares0.62%2026-03-312026-05-15

DFSD DIMENSIONAL ETF TRUST5.3K shares0.17%2026-03-312026-05-15

AAPL APPLE INC914 shares-1.19%2026-03-312026-05-15

VUG VANGUARD INDEX FDS525 shares0.00%2026-03-312026-05-15

DIHP DIMENSIONAL ETF TRUST7.1K shares0.11%2026-03-312026-05-15

DFAC

DIMENSIONAL ETF TRUST

0.58%

Shares1.0M

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

-2.05%

Shares108.5K

Event2026-03-31

Filed2026-05-15

DFIC

DIMENSIONAL ETF TRUST

9.40%

Shares211.9K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

10.98%

Shares111.2K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

1.87%

Shares133.8K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

2.07%

Shares7.9K

Event2026-03-31

Filed2026-05-15

AVDE

AMERICAN CENTY ETF TR

10.29%

Shares49.9K

Event2026-03-31

Filed2026-05-15

DFAX

DIMENSIONAL ETF TRUST

-1.16%

Shares122.1K

Event2026-03-31

Filed2026-05-15

DFAE

DIMENSIONAL ETF TRUST

2.91%

Shares99.2K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

0.00%

Shares34.5K

Event2026-03-31

Filed2026-05-15

DUHP

DIMENSIONAL ETF TRUST

0.02%

Shares82.0K

Event2026-03-31

Filed2026-05-15

DEHP

DIMENSIONAL ETF TRUST

17.82%

Shares78.7K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

-0.85%

Shares25.2K

Event2026-03-31

Filed2026-05-15

JPST

JP MORGAN EXCHANGE TRADED F

61.42%

Shares47.0K

Event2026-03-31

Filed2026-05-15

AVUS

AMERICAN CENTY ETF TR

69.55%

Shares20.2K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

16.88%

Shares23.6K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-5.82%

Shares7.6K

Event2026-03-31

Filed2026-05-15

DCOR

DIMENSIONAL ETF TRUST

1.86%

Shares20.5K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

-4.70%

Shares15.9K

Event2026-03-31

Filed2026-05-15

JSCP

JP MORGAN EXCHANGE TRADED F

1.10%

Shares21.2K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

-0.52%

Shares8.2K

Event2026-03-31

Filed2026-05-15

JCPB

JP MORGAN EXCHANGE TRADED F

3.24%

Shares18.4K

Event2026-03-31

Filed2026-05-15

FIBK

FIRST INTST BANCSYSTEM INC

6.26%

Shares23.6K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

0.00%

Shares977

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-1.54%

Shares2.3K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares15.3K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORP NEW

-0.58%

Shares2.6K

Event2026-03-31

Filed2026-05-15

DFSV

DIMENSIONAL ETF TRUST

-1.46%

Shares13.5K

Event2026-03-31

Filed2026-05-15

DIA

SPDR DOW JONES INDL AVERAGE

0.00%

Shares994

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

DFAR

DIMENSIONAL ETF TRUST

0.00%

Shares17.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.00%

Shares673

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares712

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

0.62%

Shares5.5K

Event2026-03-31

Filed2026-05-15

DFSD

DIMENSIONAL ETF TRUST

0.17%

Shares5.3K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-1.19%

Shares914

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

0.00%

Shares525

Event2026-03-31

Filed2026-05-15

DIHP

DIMENSIONAL ETF TRUST

0.11%

Shares7.1K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available