The Analysis of Capstone Wealth Management, LLC's Holdings
Currently, Capstone Wealth Management, LLC holds 50 types of securities in its portfolio with a total value $129.9M. In the most recent quarter, they have increased their positions in DFUS (+28.3K shares, valued at $2.0M), BSVO (+40.3K shares, valued at $913.3K), DFNM (+13.0K shares, valued at $624.7K); decreased their positions in DFAX (-2.6K shares, valued at $82.4K), AVUV (-479 shares, valued at $47.7K), ITOT (-210 shares, valued at $30.6K); initiated new positions in DFNM (+13.0K shares, valued at $624.7K), IEI (+2.6K shares, valued at $312.0K), TSLA (+524 shares, valued at $233.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BSVO EA SERIES TRUST703.8K shares6.08%2025-09-302025-10-09
DFAC DIMENSIONAL ETF TRUST392.2K shares-0.09%2025-09-302025-10-09 DFUS DIMENSIONAL ETF TRUST198.4K shares16.62%2025-09-302025-10-09 DFIV DIMENSIONAL ETF TRUST266.8K shares1.66%2025-09-302025-10-09 DFAT DIMENSIONAL ETF TRUST206.3K shares0.10%2025-09-302025-10-09 DFUV DIMENSIONAL ETF TRUST214.9K shares2.14%2025-09-302025-10-09 DFAX DIMENSIONAL ETF TRUST240.9K shares-1.08%2025-09-302025-10-09 AVUV AMERICAN CENTY ETF TR56.2K shares-0.85%2025-09-302025-10-09 VGIT VANGUARD SCOTTSDALE FDS59.9K shares19.17%2025-09-302025-10-09 DFAI DIMENSIONAL ETF TRUST95.9K shares18.41%2025-09-302025-10-09 DFEM DIMENSIONAL ETF TRUST89.4K shares22.92%2025-09-302025-10-09 AVDV AMERICAN CENTY ETF TR30.8K shares5.50%2025-09-302025-10-09 DFAS DIMENSIONAL ETF TRUST37.9K shares-0.09%2025-09-302025-10-09 AAPL APPLE INC8.5K shares0.49%2025-09-302025-10-09 DFAU DIMENSIONAL ETF TRUST39.1K shares0.08%2025-09-302025-10-09 MSFT MICROSOFT CORP2.4K shares1.17%2025-09-302025-10-09 VTI VANGUARD INDEX FDS3.6K shares0.00%2025-09-302025-10-09 VMC VULCAN MATLS CO3.5K shares0.00%2025-09-302025-10-09 IXUS ISHARES TR12.0K shares-0.82%2025-09-302025-10-09 DISV DIMENSIONAL ETF TRUST25.6K shares42.60%2025-09-302025-10-09 DFSD DIMENSIONAL ETF TRUST18.5K shares13.25%2025-09-302025-10-09 VTIP VANGUARD MALVERN FDS16.1K shares7.03%2025-09-302025-10-09 NVDA NVIDIA CORPORATION4.1K shares-0.24%2025-09-302025-10-09 CADE CADENCE BANK19.4K shares0.00%2025-09-302025-10-09 SO SOUTHERN CO6.9K shares14.92%2025-09-302025-10-09 DFNM DIMENSIONAL ETF TRUST13.0K sharesnew addition2025-09-302025-10-09 AMZN AMAZON COM INC2.4K shares2.60%2025-09-302025-10-09 WMT WALMART INC4.9K shares0.77%2025-09-302025-10-09 DFGR DIMENSIONAL ETF TRUST17.3K shares15.06%2025-09-302025-10-09 IVLU ISHARES TR12.1K shares-5.32%2025-09-302025-10-09 IDEV ISHARES TR5.3K shares-1.81%2025-09-302025-10-09 GOOG ALPHABET INC1.7K shares2.01%2025-09-302025-10-09 META META PLATFORMS INC566 shares0.00%2025-09-302025-10-09 ITOT ISHARES TR2.8K shares-6.91%2025-09-302025-10-09 EFV ISHARES TR5.8K shares0.00%2025-09-302025-10-09 JPM JPMORGAN CHASE & CO.1.2K shares3.02%2025-09-302025-10-09 GOOGL ALPHABET INC1.6K shares0.51%2025-09-302025-10-09 LLY ELI LILLY & CO499 shares1.63%2025-09-302025-10-09 AVGO BROADCOM INC1.1K shares0.00%2025-09-302025-10-09 ABBV ABBVIE INC1.4K shares0.56%2025-09-302025-10-09 SYK STRYKER CORPORATION864 shares0.58%2025-09-302025-10-09 IEI ISHARES TR2.6K sharesnew addition2025-09-302025-10-09 XOM EXXON MOBIL CORP2.5K shares3.78%2025-09-302025-10-09 BRK.B BERKSHIRE HATHAWAY INC DEL562 shares0.00%2025-09-302025-10-09 COST COSTCO WHSL CORP NEW300 shares-5.06%2025-09-302025-10-09 VXUS VANGUARD STAR FDS3.4K shares0.00%2025-09-302025-10-09 NUE NUCOR CORP1.8K shares0.61%2025-09-302025-10-09 TSLA TESLA INC524 sharesnew addition2025-09-302025-10-09 T AT&T INC7.1K shares-0.06%2025-09-302025-10-09 ORGN ORIGIN MATERIALS INC38.7K shares0.00%2025-09-302025-10-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available