Capstone Capital Wealth Advisors Portfolio Holdings

Capstone Capital Wealth Advisors has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $112 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 $49.7B, Dimensional ETF Tr Dimensional with a value of $24.6B, Dimensional ETF Tr Emerging Mk with a value of $12.8B, Vanguard Sht Term Corp Bd ETF with a value of $9.26B, and Vanguard Mun Bd Fds Tax Exempt with a value of $8.12B.

Examining the 13F form we can see an decrease of $3.87B in the current position value, from $116B to 112B.

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.