Capstone Wealth Management, LLC
Q2 2025 13F Holdings
- Locationtuscaloosa, AL
- Num holdings
48
- Value ($000)
$114,088
- Date Filed07/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $14.07M | 12 % | 392,507 | ||
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $13.52M | 12 % | 663,448 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $11.40M | 10 % | 170,128 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $11.24M | 10 % | 262,421 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $11.12M | 10 % | 206,143 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $8.90M | 8 % | 210,412 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $7.15M | 6 % | 243,518 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $5.16M | 5 % | 56,666 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $3.01M | 3 % | 50,275 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $2.80M | 3 % | 80,979 |
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