Capstone Wealth Management, LLC Top Holdings and 13F Report (2025) About Capstone Wealth Management, LLCInvestment ActivityCapstone Wealth Management, LLC has $102.36 million in total holdings as of December 31, 2024.Capstone Wealth Management, LLC owns shares of 47 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $14,716,394EA Bridgeway Omni Small-Cap Value ETF $11,993,312Dimensional U.S. Targeted Value ETF $11,595,992Dimensional International Value ETF $9,464,925Dimensional U.S. Equity ETF $8,322,323 Sector AllocationMap of 500 Largest Holdings ofCapstone Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$14,716,394425,45214.4%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$11,993,312553,96411.7%ETFDFATDimensional U.S. Targeted Value ETF$11,595,992208,33611.3%ETFDFIVDimensional International Value ETF$9,464,925266,7689.2%ETFDFUSDimensional U.S. Equity ETF$8,322,323130,5468.1%ETFDFUVDimensional US Marketwide Value ETF$8,129,395198,6667.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$6,089,687244,9595.9%ETFAVUVAvantis U.S. Small Cap Value ETF$5,649,62958,5275.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$3,920,40467,5933.8%ETFDFASDimensional U.S. Small Cap ETF$2,469,19937,9412.4%ETFAAPLApple$2,135,6978,5282.1%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$1,367,03646,8161.3%ETFAVDVAvantis International Small Cap Value ETF$1,307,60820,0921.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,152,89244,0201.1%ETFMSFTMicrosoft$1,026,1852,4351.0%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$917,6607,1350.9%ETFVMCVulcan Materials$906,9933,5260.9%ConstructionDFAUDimensional US Core Equity Market ETF$874,96721,6090.9%ETFIXUSiShares Core MSCI Total International Stock ETF$802,59912,1350.8%ManufacturingCADECadence Bank$668,67519,4100.7%FinanceNVDANVIDIA$619,7484,6150.6%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$616,20112,7260.6%ManufacturingSOSouthern$571,0956,9370.6%UtilitiesDFSDDimensional Short-Duration Fixed Income ETF$529,00911,2840.5%ETFAMZNAmazon.com$496,6992,2640.5%Retail/WholesaleVTIVanguard Total Stock Market ETF$472,9701,6320.5%ETFWMTWalmart$361,4004,0000.4%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$346,6693,0000.3%ETFIVLUiShares MSCI Intl Value Factor ETF$342,06512,6180.3%ETFIDEViShares Core MSCI International Developed Markets ETF$335,1605,1990.3%ETFMETAMeta Platforms$331,3995660.3%Computer and TechnologySYKStryker$310,3638620.3%MedicalGOOGAlphabet$303,8611,5960.3%Computer and TechnologyEFViShares MSCI EAFE Value ETF$302,6975,7690.3%ETFJPMJPMorgan Chase & Co.$285,4951,1910.3%FinanceCOSTCostco Wholesale$284,0943100.3%Retail/WholesaleGOOGLAlphabet$276,8671,4630.3%Computer and TechnologyXOMExxon Mobil$261,9332,4350.3%Oils/EnergyAVGOBroadcom$261,0521,1260.3%Computer and TechnologyBRK.BBerkshire Hathaway$254,7435620.2%FinanceLLYEli Lilly and Company$247,8123210.2%MedicalABBVAbbVie$230,0861,2950.2%MedicalDFGRDimensional Global Real Estate ETF$225,4338,8270.2%ETFNUENucor$215,9141,8500.2%Basic MaterialsVXUSVanguard Total International Stock ETF$200,1853,3970.2%ETFBBVABanco Bilbao Vizcaya Argentaria$112,32411,5560.1%FinanceORGNOrigin Materials$49,52638,6920.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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