Capstone Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    tuscaloosa, AL
  • Num holdings

    48

  • Value ($000)

    $137,045

  • Date Filed
    01/20/2026
  • Form type
    13F-HR
  • CIK
    0002019411
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BSVO

EA SERIES TRUST

EA BRIDGEWAY OMN
02072L532
$16.51M
12 %

708,387

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$15.51M
11 %

391,703

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$14.95M
11 %

201,628

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$13.3M
10 %

266,607

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$12.1M
9 %

203,209

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$9.94M
7 %

213,293

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$7.72M
6 %

235,761

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$5.85M
4 %

57,398

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$4.84M
4 %

80,828

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$3.74M
3 %

98,176

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