Capstone Wealth Management, LLC Portfolio Holdings

Capstone Wealth Management, LLC

  • $137 Billion
  • Q4 2025

Capstone Wealth Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $16.5B, Dimensional ETF Tr U S Core Eq with a value of $15.5B, Dimensional ETF Tr U S Equity with a value of $15B, Dimensional ETF Tr with a value of $13.3B, and Dimensional ETF Tr U S Target with a value of $12.1B.

Examining the 13F form we can see an increase of $7.12B in the current position value, from $130B to 137B.

Capstone Wealth Management, LLC is based out at Tuscaloosa, AL

Below you can find more details about Capstone Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
ETFs: $99.7 Billion
Technology: $4.83 Billion
Financial Services: $1.52 Billion
Communication Services: $1.46 Billion
Basic Materials: $1.31 Billion
Consumer Cyclical: $851 Million
Healthcare: $841 Million
Consumer Defensive: $812 Million
Other: $994 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$2.37 Billion 1.73% of portfolio
8,728
Q4 2025 Added 2.24%
$3.78T
$1.21 Billion 0.89% of portfolio
2,512
Q4 2025 Added 4.15%
$465B
$840 Million 0.61% of portfolio
4,506
Q4 2025 Added 8.97%
$2.39T
$596 Million 0.43% of portfolio
2,580
Q4 2025 Added 9.04%
$1.74T
$565 Million 0.41% of portfolio
1,801
Q4 2025 Added 4.47%
$279B
$552 Million 0.4% of portfolio
4,955
Q4 2025 Added 1.83%
$971B
$541 Million 0.39% of portfolio
503
Q4 2025 Added 0.8%
$1.65T
$520 Million 0.38% of portfolio
1,662
Q4 2025 Added 5.52%
$881B
$408 Million 0.3% of portfolio
1,265
Q4 2025 Added 3.1%
$1.37T
$374 Million 0.27% of portfolio
566
Q4 2024 New
$490B
$314 Million 0.23% of portfolio
2,606
Q4 2025 Added 3.13%
$414B
$300 Million 0.22% of portfolio
1,314
Q4 2025 Reduced 9.13%
$662B
$283 Million 0.21% of portfolio
564
Q4 2025 Added 0.36%
$404B
$260 Million 0.19% of portfolio
301
Q4 2025 Added 0.33%
$1.29T
$256 Million 0.19% of portfolio
569
Q4 2025 Added 8.59%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $137 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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