Capstone Wealth Management, LLC Incresed Positions in Q3 2025

Capstone Wealth Management, LLC

  • $130 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
28.3K
+ 16.62%
$67.01 - $72.84 $1.89M - $2.06M
198K $14.4B
Ea Series Trust
40.3K
+ 6.08%
N/A
704K $15.9B
DFIV
Dimensional ETF Tr

ETFs
4.34K
+ 1.66%
$42.66 - $46.53 $185K - $202K
267K $12.3B
DFAT
Dimensional ETF Tr U S Target

ETFs
207
+ 0.1%
$53.36 - $59.69 $11K - $12.4K
206K $12B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
16.7K
+ 22.92%
$29.55 - $32.52 $493K - $542K
89.4K $2.87B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.5K
+ 2.14%
$41.91 - $44.87 $189K - $202K
215K $9.6B
DFAI
Dimensional ETF Tr

ETFs
14.9K
+ 18.41%
$34.05 - $36.55 $508K - $545K
95.9K $3.49B
VGIT
Vanguard Intermediate Term Tre

ETFs
9.64K
+ 19.17%
$58.97 - $60.36 $568K - $582K
59.9K $3.6B
AAPL
Apple Inc.

Technology
42
+ 0.49%
$202.38 - $256.87 $8.5K - $10.8K
8.54K $2.17B
AVDV
American Centy ETF Tr Avantis

ETFs
1.61K
+ 5.5%
$79.24 - $89.03 $127K - $143K
30.8K $2.74B
DFAU
Dimensional ETF Tr

ETFs
32
+ 0.08%
$42.42 - $45.96 $1.36K - $1.47K
39.1K $1.79B
GOOG
Alphabet Inc.

Communication Services
34
+ 2.01%
$175.16 - $255.24 $5.96K - $8.68K
1.72K $420M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.16K
+ 13.25%
$47.86 - $48.43 $103K - $105K
18.5K $889M
GOOGL
Alphabet Inc.

Communication Services
8
+ 0.51%
$174.36 - $254.72 $1.39K - $2.04K
1.58K $383M
SO
Southern CO

Utilities
901
+ 14.92%
$90.83 - $96.0 $81.8K - $86.5K
6.94K $658M
Dimensional ETF Trust
2.26K
+ 15.06%
N/A
17.3K $471M
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.56%
$184.85 - $231.54 $1.48K - $1.85K
1.45K $335M
MSFT
Microsoft Corp

Technology
28
+ 1.17%
$491.09 - $535.64 $13.8K - $15K
2.41K $1.25B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.06K
+ 7.03%
$49.78 - $50.75 $52.7K - $53.7K
16.1K $816M
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 3.02%
$282.78 - $316.06 $10.2K - $11.4K
1.23K $387M
WMT
Walmart Inc.

Consumer Defensive
37
+ 0.77%
$94.4 - $104.27 $3.49K - $3.86K
4.87K $501M
XOM
Exxon Mobil Corp

Energy
92
+ 3.78%
$105.83 - $117.22 $9.74K - $10.8K
2.53K $285M
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 2.6%
$211.65 - $238.24 $12.7K - $14.3K
2.37K $520M
NUE
Nucor Corp

Basic Materials
11
+ 0.61%
$133.3 - $150.33 $1.47K - $1.65K
1.8K $244M
LLY
Eli Lilly & CO

Healthcare
8
+ 1.63%
$625.65 - $812.69 $5.01K - $6.5K
499 $381M
SYK
Stryker Corp

Healthcare
5
+ 0.58%
$368.57 - $403.53 $1.84K - $2.02K
864 $319M
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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