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

Currently, Capstone Wealth Management, LLC holds 50 types of securities in its portfolio with a total value $143.4M. In the most recent quarter, they have increased their positions in VGIT (+13.1K shares, valued at $780.3K), HBAN (+48.9K shares, valued at $766.0K), DFUS (+10.5K shares, valued at $746.5K); decreased their positions in IEI (-1.4K shares, valued at $168.5K), DFIV (-2.0K shares, valued at $106.9K), DFUV (-1.2K shares, valued at $59.0K); initiated new positions in HBAN (+48.9K shares, valued at $766.0K), DUHP (+8.1K shares, valued at $296.5K), DIHP (+7.5K shares, valued at $241.5K).

1M P&L

+3.6M+2.33%

3M P&L

+7.1M+4.79%

HY P&L

+18.4M+13.35%

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/A131.3M

92.6%

2Consumer Electronics2.2M

1.6%

3Building Materials960.1K

0.7%

Top Industries by Stock Count

1N/A29 stocks

63.0%

2Drug Manufacturers - General2 stocks

4.3%

3Discount Stores2 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BSVO EA SERIES TRUST718.4K shares1.42%2026-03-312026-04-16

DFAC DIMENSIONAL ETF TRUST393.1K shares0.36%2026-03-312026-04-16

DFUS DIMENSIONAL ETF TRUST212.2K shares5.22%2026-03-312026-04-16

DFIV DIMENSIONAL ETF TRUST264.6K shares-0.76%2026-03-312026-04-16

DFAT DIMENSIONAL ETF TRUST202.8K shares-0.20%2026-03-312026-04-16

DFUV DIMENSIONAL ETF TRUST212.1K shares-0.57%2026-03-312026-04-16

DFAX DIMENSIONAL ETF TRUST234.4K shares-0.59%2026-03-312026-04-16

AVUV AMERICAN CENTY ETF TR57.4K shares0.00%2026-03-312026-04-16

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VGIT VANGUARD SCOTTSDALE FDS93.9K shares16.21%2026-03-312026-04-16

DFAI DIMENSIONAL ETF TRUST102.5K shares4.39%2026-03-312026-04-16

DFEM DIMENSIONAL ETF TRUST96.3K shares4.90%2026-03-312026-04-16

AVDV AMERICAN CENTY ETF TR32.7K shares4.90%2026-03-312026-04-16

DFAS DIMENSIONAL ETF TRUST37.7K shares-0.67%2026-03-312026-04-16

AAPL APPLE INC8.7K shares-0.10%2026-03-312026-04-16

DFAU DIMENSIONAL ETF TRUST48.4K shares23.66%2026-03-312026-04-16

DFSD DIMENSIONAL ETF TRUST31.5K shares19.69%2026-03-312026-04-16

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DFNM DIMENSIONAL ETF TRUST24.6K shares10.32%2026-03-312026-04-16

VTIP VANGUARD MALVERN FDS23.3K shares9.53%2026-03-312026-04-16

VTI VANGUARD INDEX FDS3.6K shares0.00%2026-03-312026-04-16

IXUS ISHARES TR12.0K shares-0.42%2026-03-312026-04-16

DISV DIMENSIONAL ETF TRUST25.7K shares0.18%2026-03-312026-04-16

VMC VULCAN MATLS CO3.5K shares0.00%2026-03-312026-04-16

MSFT MICROSOFT CORP2.5K shares1.07%2026-03-312026-04-16

NVDA NVIDIA CORPORATION4.5K shares-0.33%2026-03-312026-04-16

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HBAN HUNTINGTON BANCSHARES INC48.9K sharesnew addition2026-03-312026-04-16

SO SOUTHERN CO7.8K shares0.53%2026-03-312026-04-16

WMT WALMART INC5.0K shares0.00%2026-03-312026-04-16

DFGR DIMENSIONAL ETF TRUST21.6K shares15.45%2026-03-312026-04-16

AMZN AMAZON COM INC2.7K shares2.98%2026-03-312026-04-16

ALPHABET INC ALPHABET INC1.8K shares0.17%2026-03-312026-04-16

IVLU ISHARES TR12.1K shares0.00%2026-03-312026-04-16

ALPHABET INC ALPHABET INC1.7K shares0.30%2026-03-312026-04-16

Sponsored

LLY ELI LILLY & CO503 shares0.00%2026-03-312026-04-16

IDEV ISHARES TR5.3K shares-1.14%2026-03-312026-04-16

XOM EXXON MOBIL CORP2.6K shares0.08%2026-03-312026-04-16

EFV ISHARES TR5.8K shares0.00%2026-03-312026-04-16

ITOT ISHARES TR2.8K shares-1.04%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO1.3K shares0.16%2026-03-312026-04-16

BROADCOM INC BROADCOM INC1.2K shares0.43%2026-03-312026-04-16

META META PLATFORMS INC563 shares-0.53%2026-03-312026-04-16

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COST COSTCO WHOLESALE CORPORATION309 shares2.66%2026-03-312026-04-16

NUE NUCOR CORP1.8K shares0.00%2026-03-312026-04-16

DUHP DIMENSIONAL ETF TRUST8.1K sharesnew addition2026-03-312026-04-16

IEI ISHARES TR2.5K shares-36.54%2026-03-312026-04-16

ABBV ABBVIE INC1.3K shares-0.76%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL564 shares0.00%2026-03-312026-04-16

VXUS VANGUARD STAR FDS3.4K shares0.00%2026-03-312026-04-16

TSLA TESLA INC661 shares16.17%2026-03-312026-04-16

Sponsored

DIHP DIMENSIONAL ETF TRUST7.5K sharesnew addition2026-03-312026-04-16

T AT&T INC7.0K sharesnew addition2026-03-312026-04-16

BSVO

EA SERIES TRUST

1.42%

Shares718.4K

Event2026-03-31

Filed2026-04-16

DFAC

DIMENSIONAL ETF TRUST

0.36%

Shares393.1K

Event2026-03-31

Filed2026-04-16

DFUS

DIMENSIONAL ETF TRUST

5.22%

Shares212.2K

Event2026-03-31

Filed2026-04-16

DFIV

DIMENSIONAL ETF TRUST

-0.76%

Shares264.6K

Event2026-03-31

Filed2026-04-16

DFAT

DIMENSIONAL ETF TRUST

-0.20%

Shares202.8K

Event2026-03-31

Filed2026-04-16

DFUV

DIMENSIONAL ETF TRUST

-0.57%

Shares212.1K

Event2026-03-31

Filed2026-04-16

DFAX

DIMENSIONAL ETF TRUST

-0.59%

Shares234.4K

Event2026-03-31

Filed2026-04-16

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares57.4K

Event2026-03-31

Filed2026-04-16

VGIT

VANGUARD SCOTTSDALE FDS

16.21%

Shares93.9K

Event2026-03-31

Filed2026-04-16

DFAI

DIMENSIONAL ETF TRUST

4.39%

Shares102.5K

Event2026-03-31

Filed2026-04-16

DFEM

DIMENSIONAL ETF TRUST

4.90%

Shares96.3K

Event2026-03-31

Filed2026-04-16

AVDV

AMERICAN CENTY ETF TR

4.90%

Shares32.7K

Event2026-03-31

Filed2026-04-16

DFAS

DIMENSIONAL ETF TRUST

-0.67%

Shares37.7K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-0.10%

Shares8.7K

Event2026-03-31

Filed2026-04-16

DFAU

DIMENSIONAL ETF TRUST

23.66%

Shares48.4K

Event2026-03-31

Filed2026-04-16

DFSD

DIMENSIONAL ETF TRUST

19.69%

Shares31.5K

Event2026-03-31

Filed2026-04-16

DFNM

DIMENSIONAL ETF TRUST

10.32%

Shares24.6K

Event2026-03-31

Filed2026-04-16

VTIP

VANGUARD MALVERN FDS

9.53%

Shares23.3K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-16

IXUS

ISHARES TR

-0.42%

Shares12.0K

Event2026-03-31

Filed2026-04-16

DISV

DIMENSIONAL ETF TRUST

0.18%

Shares25.7K

Event2026-03-31

Filed2026-04-16

VMC

VULCAN MATLS CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

1.07%

Shares2.5K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-0.33%

Shares4.5K

Event2026-03-31

Filed2026-04-16

HBAN

HUNTINGTON BANCSHARES INC

New

Shares48.9K

Event2026-03-31

Filed2026-04-16

SOUTHERN CO

0.53%

Shares7.8K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-16

DFGR

DIMENSIONAL ETF TRUST

15.45%

Shares21.6K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

2.98%

Shares2.7K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

0.17%

Shares1.8K

Event2026-03-31

Filed2026-04-16

IVLU

ISHARES TR

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

0.30%

Shares1.7K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

0.00%

Shares503

Event2026-03-31

Filed2026-04-16

IDEV

ISHARES TR

-1.14%

Shares5.3K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

0.08%

Shares2.6K

Event2026-03-31

Filed2026-04-16

EFV

ISHARES TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-16

ITOT

ISHARES TR

-1.04%

Shares2.8K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

0.16%

Shares1.3K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

0.43%

Shares1.2K

Event2026-03-31

Filed2026-04-16