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CIK: 0002112205
Total reported value
$133.2M
$133.2M
40 檔
50.5%
During the Q4 2025 filing period, Capstone Wealth Management, Inc. (CIK: 0002112205) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $133.2M across 40 reported positions.
During Q4 2025, Capstone Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 35.94% | +0.03% | — | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 7.21% | -0.06% | — | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 5.90% | -0.38% | — | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 5.23% | +0.10% | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.64% | +0.29% | — | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 4.42% | -0.27% | — | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.58% | -0.21% | — | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 3.29% | -0.02% | — | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.81% | +0.09% | — | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.73% | -0.07% | — | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | 2.44% | -0.47% | — | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.23% | -0.07% | — | |
| 13 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 1.93% | +0.20% | — | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.72% | -0.24% | — | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.39% | +0.15% | — | |
| 16 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.30% | +0.02% | — | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.29% | -0.40% | — | |
| 18 | CSR | Centerspace | Stock-Other | 1.22% | — | — | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.17% | +0.14% | — | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.09% | -0.07% | — | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.88% | -0.01% | — | |
| 22 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.87% | -0.09% | — | |
| 23 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.74% | -0.07% | — | |
| 24 | FIBK | First Interstate Bancsys-a | Stock-Other | 0.68% | +0.01% | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | -0.01% | — | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.15% | — | |
| 27 | EPD | Enterprise Products Partners | Stock-Energy | 0.43% | -0.07% | — | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.42% | — | — | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.39% | — | — | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.37% | -0.03% | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | — | |
| 32 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.35% | -0.01% | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.11% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.02% | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.22% | -0.02% | — | |
| 36 | DFSD | Dimensional Short Duration | ETF-Other | 0.22% | -0.03% | — | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.22% | +0.01% | — | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.22% | -0.06% | — | |
| 39 | DIHP | Dimensional International Hi | ETF-Other | 0.20% | -0.02% | — | |
| 40 | FSLR | First Solar Inc | Stock-Tech | 0.19% | — | — |
According to official SEC Form 13F filings, Capstone Wealth Management, Inc. reported a total U.S. public equity portfolio value of $133.2M across 40 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFUS, DFIC) accounted for 50.5% of total reported equity market value during Q4 2025.
During Q4 2025, Capstone Wealth Management, Inc.'s top holdings by market value included DFAC (35.9%)、DFUS (7.2%)、DFIC (5.9%). The largest single position, DFAC, represented 35.9% of total portfolio value.
In Q4 2025, Capstone Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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