Capstone Capital Wealth Advisors Portfolio Holdings
Capstone Capital Wealth Advisors
- $116 Billion
- Q1 2024
Capstone Capital Wealth Advisors has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 21 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 $48.2B, Dimensional ETF Tr Dimensional with a value of $24.5B, Dimensional ETF Tr Emerging Mk with a value of $12.1B, Vanguard Sht Term Corp Bd ETF with a value of $8.75B, and Terran Orbital Corp with a value of $7.67B.
Examining the 13F form we can see an increase of $14.1B in the current position value, from $102B to 116B.
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.