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Capstone Wealth Management, Inc.

All holdings · as of Dec 31, 2025

40 positions

CompanyClassValueShares% of portfolio
First Solar Inc$211.8K7720.2%
DIMENSIONAL ETF TRUST$227.3K7,1210.2%
SELECT SECTOR SPDR TR$245.6K5,4560.2%
Apple Inc.$251.7K9250.2%
DIMENSIONAL ETF TRUST$255.6K5,3280.2%
VANGUARD INDEX FDS$255.7K5250.2%
Warren E. Buffett$355.9K7120.3%
CHEVRON CORP$395.7K2,5730.3%
DIMENSIONAL ETF TRUST$397.3K17,4370.3%
VANGUARD INDEX FDS$422.3K6730.4%
ISHARES TR$426.2K3,0100.4%
DIMENSIONAL ETF TRUST$450.3K13,6690.4%
SPDR DOW JONES INDL AVERAGE$477.8K9940.4%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$489.4K15,3000.4%
CATERPILLAR INC$577.3K9770.5%
VANGUARD INDEX FDS$605.1K2,3330.5%
FIRST INTERSTATE BANCSYSTEM INC$776.0K22,2450.7%
JP MORGAN EXCHANGE TRADED F$843.8K17,8200.7%
JP MORGAN EXCHANGE TRADED F$996.9K20,9650.9%
VANGUARD SCOTTSDALE FDS$1.00M8,2420.9%
VANGUARD INTL EQUITY INDEX F$1.25M16,7131.1%
AMERICAN CENTY ETF TR$1.34M11,9191.2%
CENTERSPACE$1.40M21,1961.2%
JP MORGAN EXCHANGE TRADED F$1.47M29,1081.3%
DIMENSIONAL ETF TRUST$1.49M20,1401.3%
AMERICAN CENTY ETF TR$1.58M20,1671.4%
LOWES COMPANIES INC$1.96M8,0591.7%
DIMENSIONAL ETF TRUST$2.20M66,8161.9%
ISHARES TR$2.54M25,4382.2%
NEXTERA ENERGY INC$2.79M34,5342.4%
DIMENSIONAL ETF TRUST$3.12M82,0102.7%
DIMENSIONAL ETF TRUST$3.20M96,3752.8%
AMERICAN CENTY ETF TR$3.75M45,2113.3%
DIMENSIONAL ETF TRUST$4.09M123,5503.6%
DIMENSIONAL ETF TRUST$5.05M131,3344.4%
ISHARES TR$5.29M7,7184.6%
DIMENSIONAL ETF TRUST$5.97M100,1945.2%
DIMENSIONAL ETF TRUST$6.73M193,7395.9%
DIMENSIONAL ETF TRUST$8.22M110,7887.2%
DIMENSIONAL ETF TRUST$41.01M1,034,67735.9%
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