Capstone Wealth Management, LLC
Q1 2025 13F Holdings
- Locationtuscaloosa, AL
- Num holdings
49
- Value ($000)
$100,367
- Date Filed04/16/2025
- Form type13F-HR
- CIK0002019411
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $13.80M | 14 % | 418,390 | ||
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $11.04M | 11 % | 567,968 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $10.60M | 11 % | 205,960 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $10.42M | 10 % | 264,662 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $8.23M | 8 % | 199,729 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $8.20M | 8 % | 135,630 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $6.46M | 6 % | 246,742 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $5.29M | 5 % | 60,735 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $2.61M | 3 % | 43,911 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $2.27M | 2 % | 37,926 |
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