Capstone Capital Wealth Advisors Portfolio Holdings

Capstone Capital Wealth Advisors

  • $150 Billion
  • Q3 2025

Capstone Capital Wealth Advisors has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $66.4B, Dimensional ETF Tr Dimensional with a value of $36.3B, Dimensional ETF Tr Emerging Mk with a value of $17.4B, Vanguard Sht Term Corp Bd ETF with a value of $11.2B, and Vanguard Mun Bd Fds Tax Exempt with a value of $8.86B.

Examining the 13F form we can see an increase of $11.9B in the current position value, from $138B to 150B.

Capstone Capital Wealth Advisors is based out at Henderson, NV

Below you can find more details about Capstone Capital Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
ETFs: $143 Billion
Technology: $3.35 Billion
Consumer Cyclical: $1.14 Billion
Communication Services: $686 Million
Financial Services: $649 Million
Energy: $255 Million
Healthcare: $238 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$66.4 Billion 44.4% of portfolio
1,722,332
Q3 2025 Reduced 0.8%
$0
$36.3 Billion 24.24% of portfolio
1,105,946
Q3 2025 Added 4.57%
$0
$17.4 Billion 11.65% of portfolio
543,642
Q3 2025 Added 4.41%
$0
$11.2 Billion 7.5% of portfolio
140,404
Q3 2025 Added 1.59%
$0
$8.86 Billion 5.92% of portfolio
176,944
Q3 2025 Reduced 0.99%
$0
$802 Million 0.54% of portfolio
9,540
Q3 2025 Reduced 5.6%
$0
$682 Million 0.46% of portfolio
2,009
Q3 2025 Reduced 92.35%
$0
$492 Million 0.33% of portfolio
4,623
Q3 2025 Reduced 8.53%
$0
$388 Million 0.26% of portfolio
3,632
Q3 2025 Reduced 5.96%
$0
$299 Million 0.2% of portfolio
4,133
Q4 2023 New
$0
$224 Million 0.15% of portfolio
2,130
Q2 2025 New
$0
$205 Million 0.14% of portfolio
307
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $150 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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