StockDriftsStockDriftsTop 50 Capstone Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSVO | EA SERIES TRUST | 9.64% | 711.7K | $20.8M | -0.94%(-6.72K) | $21.61(+38.09%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 8.28% | 217.9K | $17.9M | +2.70%(+5.74K) | $64.87(+30.44%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 8.15% | 396.2K | $17.6M | +0.78%(+3.06K) | $34.51(+33.27%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 6.56% | 261.8K | $14.1M | -1.04%(-2.75K) | $36.91(+56.98%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.36% | 196.0K | $13.7M | -3.38%(-6.85K) | $55.64(+29.72%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.39% | 211.2K | $11.6M | -0.41%(-869) | $41.36(+38.65%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 4% | 234.0K | $8.6M | -0.16%(-365) | $25.93(+46.00%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.32% | 57.4K | $7.2M | +0.00%(+1) | $96.18(+32.53%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.06% | 111.8K | $6.6M | +19.03%(+17.87K) | $59.50(-1.89%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.02% | 105.4K | $4.3M | +2.85%(+2.92K) | $32.60(+32.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.98% |
Capstone Wealth Management, LLC reports $215.51M in US-listed equity holdings across 188 positions in its most recent 13F filing. Its largest disclosed positions are BSVO (9.6%), DFUS (8.3%) and DFAC (8.2%). The top 20 holdings account for 68.44% of reported assets. Its disclosed equity book has returned +32.05% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Capstone Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2019411). View Capstone Wealth Management, LLC’s 13F filings on SEC