Capstone Wealth Management, LLC — 13F Holdings & Portfolio

CIK 2019411 · latest 13F-HR filed 2026-07-23

Capstone Wealth Management, LLC manages $215.5M in 13F-reported U.S. long-equity assets across 188 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BSVO (9.64%), DFUS (8.28%), DFAC (8.15%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 139 new positions, exited 1, added to 42, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2200 JACK WARNER PKWY
SUITE 300
TUSCALOOSA, AL 35401
Phone
(205) 345-8440
Filing Manager
Capstone Wealth Management, LLC
TUSCALOOSA, AL
Signatory
Joel W. Lake
Chief Compliance Officer
Loading holdings…
AUM

$215.5M

Long-equity book

Holdings

188

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+139 / −1 / ↑42 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$2.8M +18.7%
  • EA SERIES TRUST$2.5M +14.0%
  • DIMENSIONAL ETF TRUST$2.3M +15.0%
  • NVIDIA CORPORATION$2.0M +254.9%
  • APPLE INC$1.4M +61.8%
Show all 42

Top Trims

  • WALMART INC-$47.8K -7.8%
  • ISHARES TR-$33.3K -11.4%
Show all 2

New Positions

  • MICRON TECHNOLOGY INC$1.4M
  • WESTERN DIGITAL CORP$808.0K
  • COMFORT SYS USA INC$751.2K
  • HOME DEPOT INC$684.9K
  • SNOWFLAKE INC$624.0K
Show all 139

Exited Positions

  • AT&T INC$204.3K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EA SERIES TRUST BSVO 02072L532 $20.8M 9.64% 711,693 SH
2 DIMENSIONAL ETF TRUST DFUS 25434V401 $17.9M 8.28% 217,893 SH
3 DIMENSIONAL ETF TRUST DFAC 25434V708 $17.6M 8.15% 396,182 SH
4 DIMENSIONAL ETF TRUST DFIV 25434V807 $14.1M 6.56% 261,831 SH
5 DIMENSIONAL ETF TRUST DFAT 25434V609 $13.7M 6.36% 195,951 SH
6 DIMENSIONAL ETF TRUST DFUV 25434V724 $11.6M 5.39% 211,207 SH
7 DIMENSIONAL ETF TRUST DFAX 25434V880 $8.6M 4.00% 234,010 SH
8 AMERICAN CENTY ETF TR AVUV 025072877 $7.2M 3.32% 57,399 SH
9 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $6.6M 3.06% 111,806 SH
10 DIMENSIONAL ETF TRUST DFAI 25434V203 $4.3M 2.02% 105,407 SH
11 DIMENSIONAL ETF TRUST DFEM 25434V732 $3.8M 1.77% 94,064 SH
12 APPLE INC AAPL 037833100 $3.6M 1.66% 12,372 SH
13 AMERICAN CENTY ETF TR AVDV 025072802 $3.4M 1.58% 33,085 SH
14 DIMENSIONAL ETF TRUST DFAS 25434V500 $3.1M 1.43% 37,544 SH
15 NVIDIA CORPORATION NVDA 67066G104 $2.8M 1.29% 13,892 SH
16 DIMENSIONAL ETF TRUST DFAU 25434V104 $2.5M 1.16% 48,381 SH
17 DIMENSIONAL ETF TRUST DFSD 25434V864 $1.7M 0.77% 34,966 SH
18 MICROSOFT CORP MSFT 594918104 $1.5M 0.71% 4,120 SH
19 DIMENSIONAL ETF TRUST DFNM 25434V849 $1.4M 0.65% 28,842 SH
20 MICRON TECHNOLOGY INC MU 595112103 $1.4M 0.64% 1,198 SH
21 AMAZON COM INC AMZN 023135106 $1.4M 0.63% 5,741 SH
22 VANGUARD INDEX FDS VTI 922908769 $1.3M 0.62% 3,615 SH
23 ELI LILLY & CO LLY 532457108 $1.3M 0.61% 1,096 SH
24 VANGUARD MALVERN FDS VTIP 922020805 $1.3M 0.59% 25,339 SH
25 ALPHABET INC GOOG 02079K107 $1.3M 0.59% 3,580 SH
26 ISHARES TR IXUS 46432F834 $1.1M 0.53% 11,897 SH
27 BROADCOM INC AVGO 11135F101 $1.1M 0.50% 2,833 SH
28 VULCAN MATLS CO VMC 929160109 $1.0M 0.48% 3,526 SH
29 ALPHABET INC GOOGL 02079K305 $1.0M 0.47% 2,861 SH
30 DIMENSIONAL ETF TRUST DISV 25434V781 $1.0M 0.47% 25,199 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $933.5K 0.43% 2,852 SH
32 HUNTINGTON BANCSHARES INC HBAN 446150104 $867.4K 0.40% 48,923 SH
33 WESTERN DIGITAL CORP WDC 958102105 $808.0K 0.37% 1,265 SH
34 SOUTHERN CO SO 842587107 $753.0K 0.35% 7,867 SH
35 COMFORT SYS USA INC FIX 199908104 $751.2K 0.35% 379 SH
36 COSTCO WHOLESALE CORPORATION COST 22160K105 $747.5K 0.35% 799 SH
37 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $726.1K 0.34% 1,451 SH
38 HOME DEPOT INC HD 437076102 $684.9K 0.32% 1,942 SH
39 META PLATFORMS INC META 30303M102 $674.3K 0.31% 1,197 SH
40 DIMENSIONAL ETF TRUST DFGR 25434V658 $668.1K 0.31% 23,062 SH
41 SNOWFLAKE INC SNOW 833445109 $624.0K 0.29% 2,452 SH
42 WELLS FARGO & CO WFC 949746101 $592.8K 0.28% 7,173 SH
43 PHILLIPS 66 PSX 718546104 $586.3K 0.27% 3,468 SH
44 WALMART INC WMT 931142103 $568.0K 0.26% 5,015 SH
45 PG&E CORP PCG 69331C108 $565.0K 0.26% 33,593 SH
46 TJX COS INC NEW TJX 872540109 $556.9K 0.26% 3,676 SH
47 GE AEROSPACE GE 369604301 $556.5K 0.26% 1,489 SH
48 GENERAL MILLS INC GIS 370334104 $537.5K 0.25% 15,445 SH
49 CENTENE CORP DEL CNC 15135B101 $528.3K 0.25% 8,231 SH
50 EXXON MOBIL CORP XOM 30231G102 $526.4K 0.24% 3,851 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $215.5M 188 0001725547-26-000245
2026-03-31 2026-04-16 $143.4M 50 0001725547-26-000141
2025-12-31 2026-01-20 $137.0M 48 0001725547-26-000035