Capstone Wealth Management, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002019411 · TUSCALOOSA, AL

As of Sep 30, 2025, Capstone Wealth Management, LLC reported 50 positions worth 29.9M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
EA SERIES TRUST	BSVO	—	703,770	5.9M	12.27%
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	392,156	5.1M	11.64%
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	198,407	4.4M	11.06%
DIMENSIONAL INTERNATIONAL VALUE ETF	DFIV	—	266,765	2.3M	9.47%
DIMENSIONAL US TARGETED VALUE ETF	DFAT	—	206,350	2.0M	9.25%
DIMENSIONAL US MARKETWIDE VALUE ETF	DFUV	—	214,913	$9.6M	7.39%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF	DFAX	—	240,891	$7.6M	5.82%
AVANTIS US SMALL CAP VALUE ETF	AVUV	—	56,187	$5.6M	4.30%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	VGIT	—	59,915	$3.6M	2.77%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	DFAI	—	95,891	$3.5M	2.68%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	DFEM	—	89,411	$2.9M	2.21%
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	AVDV	Equity	30,785	$2.7M	2.11%
DIMENSIONAL US SMALL CAP ETF	DFAS	—	37,917	$2.6M	2.00%
APPLE INC	AAPL	Technology	8,537	$2.2M	1.67%
DIMENSIONAL US CORE EQUITY MARKET ETF	DFAU	—	39,123	.8M	1.38%
MICROSOFT CORP	MSFT	Technology	2,412	.2M	0.96%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	3,592	.2M	0.91%
VULCAN MATERIALS CO	VMC	Basic Materials	3,526	.1M	0.83%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	IXUS	—	12,015	$992.2K	0.76%
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	DISV	—	25,591	$913.4K	0.70%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	DFSD	—	18,456	$889.4K	0.68%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	VTIP	—	16,119	$816.1K	0.63%
NVIDIA CORP	NVDA	Technology	4,135	$771.5K	0.59%
CADENCE BANK	CADE	Financial Services	19,410	$728.7K	0.56%
SOUTHERN CO	SO	Utilities	6,940	$657.7K	0.51%