Institutional Fund
Capstone Wealth Management, LLC
Tuscaloosa, ALCIK 20194115 filings on record
Portfolio Value
$143.42M
Q1 2026
Holdings
50
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+4.7%
from $137.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ea Series Trust12.7%
- Dimensional ETF Trust10.7%
- Dimensional ETF Trust10.5%
- Dimensional ETF Trust9.7%
- Dimensional ETF Trust8.8%
- Dimensional ETF Trust7.2%
- Other40.4%
Portfolio Holdings
50 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust | 718.4K | $18.23M | 12.7% | +10.0K | Added |
| 2 | Dimensional ETF Trust | 393.1K | $15.28M | 10.7% | +1.4K | Added |
| 3 | Dimensional ETF Trust | 212.2K | $15.04M | 10.5% | +10.5K | Added |
| 4 | Dimensional ETF Trust | 264.6K | $13.96M | 9.7% | −2.0K | Reduced |
| 5 | Dimensional ETF Trust | 202.8K | $12.66M | 8.8% | −408 | Reduced |
| 6 | Dimensional ETF Trust | 212.1K | $10.28M | 7.2% | −1.2K | Reduced |
| 7 | Dimensional ETF Trust | 234.4K | $7.96M | 5.6% | −1.4K | Reduced |
| 8 | American Centy ETF Tr | 57.4K | $6.34M | 4.4% | 0 | Held |
| 9 | Vanguard Scottsdale Fds | 93.9K | $5.59M | 3.9% | +13.1K | Added |
| 10 | Dimensional ETF Trust | 102.5K | $3.99M | 2.8% | +4.3K | Added |
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