Capstone Capital Wealth Advisors Portfolio Holdings

Capstone Capital Wealth Advisors has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 23 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 $55.5B, Dimensional ETF Tr Dimensional with a value of $29.3B, Dimensional ETF Tr Emerging Mk with a value of $13.7B, Vanguard Sht Term Corp Bd ETF with a value of $9.94B, and Vanguard Mun Bd Fds Tax Exempt with a value of $8.72B.

Examining the 13F form we can see an increase of $2.4B in the current position value, from $122B to 125B.

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.