Capstone Wealth Management, Inc.
All holdings · as of Dec 31, 2025
| 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% |
| CATERPILLAR INC | $577.3K | 0.5% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $489.4K | 0.4% |
| SPDR DOW JONES INDL AVERAGE | $477.8K | 0.4% |
| DIMENSIONAL ETF TRUST | $450.3K | 0.4% |
| ISHARES TR | $426.2K | 0.4% |
| VANGUARD INDEX FDS | $422.3K | 0.4% |
| DIMENSIONAL ETF TRUST | $397.3K | 0.3% |
| CHEVRON CORP | $395.7K | 0.3% |
| Warren E. Buffett | $355.9K | 0.3% |
| VANGUARD INDEX FDS | $255.7K | 0.2% |
| DIMENSIONAL ETF TRUST | $255.6K | 0.2% |
| Apple Inc. | $251.7K | 0.2% |
| SELECT SECTOR SPDR TR | $245.6K | 0.2% |
| DIMENSIONAL ETF TRUST | $227.3K | 0.2% |
| First Solar Inc | $211.8K | 0.2% |