Institutions / Capstone Wealth Management, Inc.
Capstone Wealth Management, Inc.
CIK 2112205 · Institution · as of Dec 31, 2025
Portfolio value
$114.12M
Positions
40
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 40 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $41.01M | 35.9% |
| Dimensional ETF Trust | $8.22M | 7.2% |
| Dimensional ETF Trust | $6.73M | 5.9% |
| Dimensional ETF Trust | $5.97M | 5.2% |
| iShares Tr | $5.29M | 4.6% |
| Dimensional ETF Trust | $5.05M | 4.4% |
| Dimensional ETF Trust | $4.09M | 3.6% |
| American Centy ETF Tr | $3.75M | 3.3% |
| Dimensional ETF Trust | $3.20M | 2.8% |
| Dimensional ETF Trust | $3.12M | 2.7% |
| Nextera Energy Inc | $2.79M | 2.4% |
| iShares Tr | $2.54M | 2.2% |
| Dimensional ETF Trust | $2.20M | 1.9% |
| Lowes Companies Inc | $1.96M | 1.7% |
| American Centy ETF Tr | $1.58M | 1.4% |
| Dimensional ETF Trust | $1.49M | 1.3% |
| Jp Morgan Exchange Traded F | $1.47M | 1.3% |
| Centerspace | $1.40M | 1.2% |
| American Centy ETF Tr | $1.34M | 1.2% |
| Vanguard Intl Equity Index F | $1.25M | 1.1% |
| Vanguard Scottsdale Fds | $1.00M | 0.9% |
| Jp Morgan Exchange Traded F | $996.9K | 0.9% |
| Jp Morgan Exchange Traded F | $843.8K | 0.7% |
| First Interstate Bancsystem Inc | $776.0K | 0.7% |
| Vanguard Index Fds | $605.1K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.