Capstone Wealth Management, LLC
Q3 2025 13F Holdings
- Locationtuscaloosa, AL
- Num holdings
50
- Value ($000)
$129,922
- Date Filed10/09/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $15.94M | 12 % | 703,770 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $15.13M | 12 % | 392,156 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $14.37M | 11 % | 198,407 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $12.30M | 10 % | 266,765 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $12.01M | 9 % | 206,350 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $9.60M | 7 % | 214,913 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $7.56M | 6 % | 240,891 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $5.59M | 4 % | 56,187 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $3.60M | 3 % | 59,915 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $3.49M | 3 % | 95,891 |
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