Capstone Wealth Management, Inc. Top Holdings and 13F Report (2026) About Capstone Wealth Management, Inc.Investment ActivityCapstone Wealth Management, Inc. has $117.91 million in total holdings as of March 31, 2026.Capstone Wealth Management, Inc. owns shares of 38 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.17% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, Capstone Wealth Management, Inc. has purchased 40 new stocks and bought additional shares in 19 stocks.Capstone Wealth Management, Inc. sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $40,888,252Dimensional U.S. Equity ETF $7,781,508Dimensional International Core Equity 2 ETF $7,633,320Dimensional U.S. Targeted Value ETF $6,989,575Dimensional International Core Equity Market ETF $5,279,891 Largest Purchases this Quarter Avantis U.S. Equity ETF 8,290 shares (about $930.86K)JPMorgan Ultra-Short Income ETF 17,878 shares (about $902.03K)Dimensional U.S. Targeted Value ETF 10,999 shares (about $691.40K)Dimensional International Core Equity 2 ETF 18,209 shares (about $655.80K)Dimensional Emerging Markets High Profitability ETF 11,905 shares (about $404.65K) Largest Sales this Quarter Dimensional U.S. Equity ETF 2,274 shares (about $163.07K)Lowe's Companies 469 shares (about $109.88K)Vanguard FTSE All-World ex-US ETF 786 shares (about $59.67K)Dimensional World ex U.S. Core Equity 2 ETF 1,429 shares (about $49.15K)iShares Core U.S. Aggregate Bond ETF 215 shares (about $21.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCapstone Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$40,888,252$235,897 â–²0.6%1,040,68134.7%ETFDFUSDimensional U.S. Equity ETF$7,781,508$163,068 â–¼-2.1%108,5146.6%ETFDFICDimensional International Core Equity 2 ETF$7,633,320$655,798 â–²9.4%211,9486.5%ETFDFATDimensional U.S. Targeted Value ETF$6,989,575$691,395 â–²11.0%111,1935.9%ETFDFAIDimensional International Core Equity Market ETF$5,279,891$96,807 â–²1.9%133,7874.5%ETFIVViShares Core S&P 500 ETF$5,203,472$105,681 â–²2.1%7,8784.4%ETFAVDEAvantis International Equity ETF$4,288,380$400,009 â–²10.3%49,8623.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$4,200,350$49,150 â–¼-1.2%122,1213.6%ETFDFAEDimensional Emerging Core Equity Market ETF$3,376,730$95,633 â–²2.9%99,1842.9%ETFNEENextEra Energy$3,210,3050.0%34,5342.7%UtilitiesDUHPDimensional US High Profitability ETF$3,039,964$667 â–²0.0%82,0282.6%ETFDEHPDimensional Emerging Markets High Profitability ETF$2,675,724$404,651 â–²17.8%78,7212.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,500,534$21,314 â–¼-0.8%25,2232.1%FinanceJPSTJPMorgan Ultra-Short Income ETF$2,370,679$902,035 â–²61.4%46,9862.0%ETFAVUSAvantis U.S. Equity ETF$2,269,214$930,862 â–²69.6%20,2091.9%ETFAVEMAvantis Emerging Markets Equity ETF$1,914,730$276,585 â–²16.9%23,5721.6%ETFLOWLowe's Companies$1,778,261$109,882 â–¼-5.8%7,5901.5%Retail/WholesaleDIMENSIONAL ETF TRUST$1,492,669$27,285 â–²1.9%20,5151.3%US CORE EQUITY 1VEUVanguard FTSE All-World ex-US ETF$1,209,063$59,667 â–¼-4.7%15,9271.0%ETFJSCPJPMorgan Short Duration Core Plus ETF$999,031$10,841 â–²1.1%21,1950.8%ETFVONGVanguard Russell 1000 Growth ETF$909,074$4,768 â–¼-0.5%8,1990.8%ETFJCPBJPMorgan Core Plus Bond ETF$864,248$27,152 â–²3.2%18,3980.7%ETFFIBKFirst Interstate BancSystem$799,099$47,091 â–²6.3%23,6380.7%FinanceCATCaterpillar$698,6190.0%9770.6%IndustrialsVBVanguard Small-Cap ETF$608,272$9,533 â–¼-1.5%2,2970.5%ETFEPDEnterprise Products Partners$576,5040.0%15,3000.5%EnergyCVXChevron$504,438$2,958 â–¼-0.6%2,5580.4%EnergyDFSVDimensional US Small Cap Value ETF$474,967$7,017 â–¼-1.5%13,4700.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$463,0850.0%9940.4%FinanceDVYiShares Select Dividend ETF$456,1350.0%3,0100.4%ETFDFARDimensional US Real Estate ETF$420,7550.0%17,4370.4%ETFVOOVanguard S&P 500 ETF$406,7520.0%6730.3%ETFBRK.BBerkshire Hathaway$340,5850.0%7120.3%FinanceXLEEnergy Select Sector SPDR Fund$324,722$2,011 â–²0.6%5,4900.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$255,639$431 â–²0.2%5,3370.2%ETFAAPLApple$237,116$2,854 â–¼-1.2%9140.2%Computer and TechnologyVUGVanguard Growth ETF$232,8020.0%5250.2%ETFDIHPDimensional International High Profitability ETF$232,362$261 â–²0.1%7,1290.2%ETFCSRCenterspace$0$1,397,414 â–¼-100.0%00.0%FinanceFSLRFirst Solar$0$211,791 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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