Capstone Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2019411
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$215.5M
Holdings
188
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Capstone Wealth Management, LLC disclosed 188 positions worth $215.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 139 new positions and exited 1 — including a new stake in $MU and a full exit from $T. The portfolio is most concentrated in Other (68.2% of disclosed assets). All figures are sourced directly from Capstone Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2019411.
AI Fund Analysis
DiversifyingEA SERIES TRUST - BRID OMN
9.6% weight
Held 7 quarters
DIMENSIONAL ETF TRUST - US
8.3% weight
Held 7 quarters
DIMENSIONAL ETF TRUST - US
8.2% weight
Held 7 quarters
DIMENSIONAL ETF TRUST - IN
6.6% weight
Held 7 quarters
DIMENSIONAL ETF TRUST - US
6.4% weight
Held 7 quarters
DIMENSIONAL ETF TRUST - US
6 quarters accumulating
DIMENSIONAL ETF TRUST - IN
6 quarters accumulating
AMERICAN CENTY ETF TR - IN
6 quarters accumulating
DIMENSIONAL ETF TRUST - SH
6 quarters accumulating
$AMZN6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
EA SERIES TRUST - BRID OMN SMA ETF
—Quality
$20.8M711,693 shDIMENSIONAL ETF TRUST - US EQUI MARK ETF
—Quality
$17.9M217,893 shDIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$17.6M396,182 shDIMENSIONAL ETF TRUST - INTERNATNAL VAL
—Quality
$14.1M261,831 shDIMENSIONAL ETF TRUST - US TARGETED VLU
—Quality
$13.7M195,951 shDIMENSIONAL ETF TRUST - US MKTWIDE VALUE
—Quality
$11.6M211,207 shDIMENSIONAL ETF TRUST - WORLD EX US CORE
—Quality
$8.6M234,010 shAMERICAN CENTY ETF TR - US SML CP VALU
—Quality
$7.2M57,399 shVANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$6.6M111,806 shDIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$4.3M105,407 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| EA SERIES TRUST - BRID OMN SMA ETF | — | $20.8M | 711,693 |
| DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $17.9M | 217,893 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $17.6M | 396,182 |
| DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $14.1M | 261,831 |
| DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $13.7M | 195,951 |
| DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $11.6M | 211,207 |
| DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $8.6M | 234,010 |
| AMERICAN CENTY ETF TR - US SML CP VALU | — | $7.2M | 57,399 |
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $6.6M | 111,806 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $4.3M | 105,407 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Capstone Wealth Management, LLC's 188 positions.
Showing top 10 of 188 holdings.
Sector Allocation
Other
$146.9M
Technology
$25.8M
Financials
$9.1M
Industrials
$7.9M
Consumer Discretionary
$5.9M
Healthcare
$5.5M
Materials
$3.6M
Energy
$3.5M
Full Holdings — Capstone Wealth Management, LLC (Q2 2026)
All 188 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | EA SERIES TRUST - BRID OMN SMA ETF | $20.8M | 9.6% | -1% | — |
| 2 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $17.9M | 8.3% | +3% | — |
| 3 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $17.6M | 8.2% | +1% | — |
| 4 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $14.1M | 6.6% | -1% | — |
| 5 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $13.7M | 6.4% | -3% | — |
| 6 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $11.6M | 5.4% | -0% | — |
| 7 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $8.6M | 4.0% | -0% | — |
| 8 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $7.2M | 3.3% | +0% | — |
| 9 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $6.6M | 3.1% | +19% | — |
| 10 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $4.3M | 2.0% | +3% | — |
| 11 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $3.8M | 1.8% | -2% | — |
| 12 |  $AAPL | Apple Inc. | $3.6M | 1.7% | +42% | 76.4 |
| 13 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $3.4M | 1.6% | +1% | — |
| 14 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $3.1M | 1.4% | -0% | — |
| 15 |  $NVDA | NVIDIA CORP | $2.8M | 1.3% | +209% | 85.9 |
| 16 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $2.5M | 1.2% | +0% | — |
| 17 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $1.7M | 0.8% | +11% | — |
| 18 |  $MSFT | MICROSOFT CORP | $1.5M | 0.7% | +62% | 79.8 |
| 19 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $1.4M | 0.7% | +17% | — |
| 20 |  $MU | MICRON TECHNOLOGY INC | $1.4M | 0.6% | NEW | 86.2 |
| 21 | $AMZN | AMAZON COM INC | $1.4M | 0.6% | +116% | 68.7 |
| 22 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.3M | 0.6% | +1% | — |
| 23 |  $LLY | ELI LILLY & Co | $1.3M | 0.6% | +118% | 87.5 |
| 24 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $1.3M | 0.6% | +9% | — |
| 25 |  $GOOGL | Alphabet Inc. | $1.3M | 0.6% | +98% | 78.2 |
| 26 | — | ISHARES TR - CORE MSCI TOTAL | $1.1M | 0.5% | -1% | — |
| 27 |  $AVGO | Broadcom Inc. | $1.1M | 0.5% | +144% | 84.5 |
| 28 |  $VMC | Vulcan Materials CO | $1.0M | 0.5% | +0% | 63.5 |
| 29 |  $GOOG | Alphabet Inc. | $1.0M | 0.5% | +72% | 78.2 |
| 30 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $1.0M | 0.5% | -2% | — |
| 31 |  $JPM | JPMORGAN CHASE & CO | $933,545 | 0.4% | +125% | 70.7 |
| 32 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $867,405 | 0.4% | -0% | 65 |
| 33 |  $WDC | WESTERN DIGITAL CORP | $807,981 | 0.4% | NEW | 80.7 |
| 34 |  $SO | SOUTHERN CO | $752,982 | 0.3% | +0% | 62 |
| 35 |  $FIX | COMFORT SYSTEMS USA INC | $751,159 | 0.3% | NEW | 77.7 |
| 36 |  $COST | COSTCO WHOLESALE CORP /NEW | $747,452 | 0.3% | +159% | 66.2 |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $726,066 | 0.3% | +157% | 73.8 |
| 38 |  $HD | HOME DEPOT, INC. | $684,905 | 0.3% | NEW | 60.3 |
| 39 |  $META | Meta Platforms, Inc. | $674,258 | 0.3% | +113% | 79.6 |
| 40 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $668,093 | 0.3% | +7% | — |
| 41 |  $SNOW | Snowflake Inc. | $624,034 | 0.3% | NEW | 54.9 |
| 42 |  $WFC | WELLS FARGO & COMPANY/MN | $592,777 | 0.3% | NEW | 61.8 |
| 43 |  $PSX | Phillips 66 | $586,265 | 0.3% | NEW | 57.8 |
| 44 |  $WMT | Walmart Inc. | $567,999 | 0.3% | +1% | 60.2 |
| 45 |  $PCG | PG&E Corp | $565,034 | 0.3% | NEW | 58.8 |
| 46 |  $TJX | TJX COMPANIES INC /DE/ | $556,914 | 0.3% | NEW | 68.7 |
| 47 |  $GE | GENERAL ELECTRIC CO | $556,484 | 0.3% | NEW | 73.8 |
| 48 |  $GIS | GENERAL MILLS INC | $537,486 | 0.3% | NEW | 50.7 |
| 49 |  $CNC | CENTENE CORP | $528,348 | 0.3% | NEW | 58.2 |
| 50 |  $XOM.R34088 | EXXON MOBIL CORP | $526,449 | 0.2% | +48% | 57.9 |
| 51 |  $ABT | ABBOTT LABORATORIES | $521,483 | 0.2% | NEW | 65.5 |
| 52 |  $GEV | GE Vernova Inc. | $518,113 | 0.2% | NEW | 81.1 |
| 53 |  $TRV | TRAVELERS COMPANIES, INC. | $514,987 | 0.2% | NEW | 75.9 |
| 54 | — | ISHARES TR - MSCI INTL VLU FT | $507,245 | 0.2% | +0% | — |
| 55 |  $ABNB | Airbnb, Inc. | $506,002 | 0.2% | NEW | 71 |
| 56 |  $INTC | INTEL CORP | $505,042 | 0.2% | NEW | 45.6 |
| 57 |  $TXRH | Texas Roadhouse, Inc. | $499,113 | 0.2% | NEW | 62.7 |
| 58 |  $BAC | BANK OF AMERICA CORP /DE/ | $497,720 | 0.2% | NEW | 67.6 |
| 59 | — | ISHARES TR - CORE MSCI INTL | $470,322 | 0.2% | -0% | — |
| 60 |  $TMUS | T-Mobile US, Inc. | $466,793 | 0.2% | NEW | 69.1 |
| 61 |  $TSLA | Tesla, Inc. | $459,716 | 0.2% | +65% | 53.9 |
| 62 |  $STX | Seagate Technology Holdings plc | $459,340 | 0.2% | NEW | — |
| 63 |  $VIK | Viking Holdings Ltd | $452,907 | 0.2% | NEW | — |
| 64 |  $EIX | EDISON INTERNATIONAL | $448,487 | 0.2% | NEW | 61.2 |
| 65 | — | ISHARES TR - CORE S&P TTL STK | $446,296 | 0.2% | -2% | — |
| 66 |  $CRS | CARPENTER TECHNOLOGY CORP | $443,508 | 0.2% | NEW | 64.6 |
| 67 |  $TEAM | Atlassian Corp | $442,703 | 0.2% | NEW | 65.8 |
| 68 | — | ISHARES TR - EAFE VALUE ETF | $441,614 | 0.2% | +0% | — |
| 69 |  $MOH | MOLINA HEALTHCARE, INC. | $433,844 | 0.2% | NEW | 56.5 |
| 70 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $433,840 | 0.2% | NEW | 73.7 |
| 71 |  $AYI | ACUITY INC. (DE) | $432,029 | 0.2% | NEW | 66.9 |
| 72 |  $FTNT | Fortinet, Inc. | $430,750 | 0.2% | NEW | 80.1 |
| 73 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $425,156 | 0.2% | NEW | 61.2 |
| 74 |  $EME | EMCOR Group, Inc. | $424,899 | 0.2% | NEW | 69.3 |
| 75 |  $ES | EVERSOURCE ENERGY | $422,852 | 0.2% | NEW | 66.1 |
| 76 |  $JCI | Johnson Controls International plc | $422,696 | 0.2% | NEW | — |
| 77 |  $VRT | Vertiv Holdings Co | $418,190 | 0.2% | NEW | 81 |
| 78 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $414,467 | 0.2% | NEW | 55.6 |
| 79 |  $EOG | EOG RESOURCES INC | $409,558 | 0.2% | NEW | 71.9 |
| 80 |  $NUE | NUCOR CORP | $406,864 | 0.2% | +0% | 61.7 |
| 81 |  $CMI | CUMMINS INC | $406,530 | 0.2% | NEW | 58.1 |
| 82 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $388,632 | 0.2% | NEW | 70 |
| 83 |  $CVX | CHEVRON CORP | $386,884 | 0.2% | NEW | 62.8 |
| 84 |  $SNPS | SYNOPSYS INC | $385,404 | 0.2% | NEW | 67.9 |
| 85 |  $BMY | BRISTOL MYERS SQUIBB CO | $384,153 | 0.2% | NEW | 70.4 |
| 86 |  $VRSN | VERISIGN INC/CA | $382,874 | 0.2% | NEW | 71.3 |
| 87 |  $NVT | nVent Electric plc | $371,616 | 0.2% | NEW | — |
| 88 |  $DKNG | DraftKings Inc. | $369,579 | 0.2% | NEW | 60.4 |
| 89 |  $TER | TERADYNE, INC | $365,783 | 0.2% | NEW | 77.3 |
| 90 |  $WCN | Waste Connections, Inc. | $365,551 | 0.2% | NEW | 68.2 |
| 91 |  $AMD | ADVANCED MICRO DEVICES INC | $364,231 | 0.2% | NEW | 79.8 |
| 92 |  $QCOM | QUALCOMM INC/DE | $363,297 | 0.2% | NEW | 70.5 |
| 93 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $359,822 | 0.2% | NEW | 76.5 |
| 94 |  $COF | CAPITAL ONE FINANCIAL CORP | $356,502 | 0.2% | NEW | 62.4 |
| 95 |  $AMP | AMERIPRISE FINANCIAL INC | $352,135 | 0.2% | NEW | 68.7 |
| 96 |  $UNH | UNITEDHEALTH GROUP INC | $350,792 | 0.2% | NEW | 62.7 |
| 97 |  $UAL | United Airlines Holdings, Inc. | $344,191 | 0.2% | NEW | 60.8 |
| 98 |  $BSX | BOSTON SCIENTIFIC CORP | $343,617 | 0.2% | NEW | 77.5 |
| 99 |  $HAL | HALLIBURTON CO | $343,574 | 0.2% | NEW | 53.2 |
| 100 |  $V | VISA INC. | $340,002 | 0.2% | NEW | 82.9 |
| 101 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $336,318 | 0.2% | NEW | 60.2 |
| 102 |  $ABBV | AbbVie Inc. | $334,719 | 0.2% | +2% | 72.6 |
| 103 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $334,529 | 0.2% | -1% | — |
| 104 |  $A | AGILENT TECHNOLOGIES, INC. | $328,621 | 0.1% | NEW | 67.1 |
| 105 |  $NTNX | Nutanix, Inc. | $325,940 | 0.1% | NEW | 70.2 |
| 106 |  $LIN | LINDE PLC | $325,375 | 0.1% | NEW | — |
| 107 |  $AON | Aon plc | $324,725 | 0.1% | NEW | — |
| 108 |  $CUBE | CubeSmart | $322,336 | 0.1% | NEW | 62.1 |
| 109 |  $LRCX | LAM RESEARCH CORP | $317,631 | 0.1% | NEW | 79.4 |
| 110 |  $ZM | Zoom Communications, Inc. | $313,564 | 0.1% | NEW | 70.5 |
| 111 |  $PM | Philip Morris International Inc. | $311,708 | 0.1% | NEW | 75.9 |
| 112 |  $SNDK | Sandisk Corp | $311,501 | 0.1% | NEW | 87.7 |
| 113 |  $HLT | Hilton Worldwide Holdings Inc. | $309,971 | 0.1% | NEW | 63.3 |
| 114 |  $CB | Chubb Ltd | $309,733 | 0.1% | NEW | — |
| 115 |  $RBC | RBC Bearings INC | $307,861 | 0.1% | NEW | 66.8 |
| 116 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $303,236 | 0.1% | NEW | 67.5 |
| 117 |  $GM | General Motors Co | $296,835 | 0.1% | NEW | 54.3 |
| 118 |  $MKSI | MKS INC | $294,458 | 0.1% | NEW | 61.2 |
| 119 |  $OMF | OneMain Holdings, Inc. | $292,046 | 0.1% | NEW | 66.4 |
| 120 | — | VANGUARD STAR FDS - VG TL INTL STK F | $290,410 | 0.1% | +0% | — |
| 121 |  $MCO | MOODYS CORP /DE/ | $282,169 | 0.1% | NEW | 79.1 |
| 122 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $278,318 | 0.1% | NEW | 62.9 |
| 123 |  $VEEV | VEEVA SYSTEMS INC | $278,273 | 0.1% | NEW | 77.6 |
| 124 |  $AME | AMETEK INC/ | $277,505 | 0.1% | NEW | 69.7 |
| 125 |  $SRE | SEMPRA | $276,461 | 0.1% | NEW | 41.9 |
| 126 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $275,930 | 0.1% | NEW | 58.7 |
| 127 |  $VLO | VALERO ENERGY CORP/TX | $275,806 | 0.1% | NEW | 57.8 |
| 128 |  $ORCL | ORACLE CORP | $273,609 | 0.1% | NEW | 66.2 |
| 129 |  $C | CITIGROUP INC | $273,342 | 0.1% | NEW | 65 |
| 130 |  $EXE | EXPAND ENERGY Corp | $271,473 | 0.1% | NEW | 80.8 |
| 131 |  $NTRS | NORTHERN TRUST CORP | $270,321 | 0.1% | NEW | 65.2 |
| 132 |  $DOCU | DOCUSIGN, INC. | $268,563 | 0.1% | NEW | 65.7 |
| 133 |  $PG | PROCTER & GAMBLE Co | $267,618 | 0.1% | NEW | 64.6 |
| 134 |  $AMAT | APPLIED MATERIALS INC /DE | $267,510 | 0.1% | NEW | 72.3 |
| 135 |  $S | SentinelOne, Inc. | $267,193 | 0.1% | NEW | 44.4 |
| 136 |  $EQIX | EQUINIX INC | $266,852 | 0.1% | NEW | 59 |
| 137 |  $SWK | STANLEY BLACK & DECKER, INC. | $266,736 | 0.1% | NEW | 58.7 |
| 138 |  $FCX | FREEPORT-MCMORAN INC | $266,213 | 0.1% | NEW | 62 |
| 139 |  $CAT | CATERPILLAR INC | $265,160 | 0.1% | NEW | 66.5 |
| 140 |  $ITW | ILLINOIS TOOL WORKS INC | $260,361 | 0.1% | NEW | 63.6 |
| 141 |  $ROST | ROSS STORES, INC. | $260,103 | 0.1% | NEW | 70.4 |
| 142 | — | ISHARES TR - 3 7 YR TREAS BD | $259,447 | 0.1% | -10% | — |
| 143 |  $VZ | VERIZON COMMUNICATIONS INC | $258,411 | 0.1% | NEW | 65.8 |
| 144 |  $CCL | Carnival Corp Ltd. | $257,673 | 0.1% | NEW | — |
| 145 |  $LYB | LyondellBasell Industries N.V. | $256,932 | 0.1% | NEW | — |
| 146 |  $BIIB | BIOGEN INC. | $256,031 | 0.1% | NEW | 64.7 |
| 147 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $254,750 | 0.1% | -0% | — |
| 148 |  $MS | MORGAN STANLEY | $247,085 | 0.1% | NEW | 75.8 |
| 149 |  $SYY | SYSCO CORP | $246,979 | 0.1% | NEW | 54.7 |
| 150 |  $GD | GENERAL DYNAMICS CORP | $244,426 | 0.1% | NEW | 68.7 |
| 151 |  $BA | BOEING CO | $243,962 | 0.1% | NEW | 61.6 |
| 152 |  $CL | COLGATE PALMOLIVE CO | $241,302 | 0.1% | NEW | 61.3 |
| 153 | — | ISHARES TR - MSCI USA VALUE | $240,134 | 0.1% | NEW | — |
| 154 |  $CI | Cigna Group | $240,117 | 0.1% | NEW | 66.2 |
| 155 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $238,284 | 0.1% | NEW | 64.4 |
| 156 |  $CHE | CHEMED CORP | $237,062 | 0.1% | NEW | 62.9 |
| 157 |  $KMI | KINDER MORGAN, INC. | $234,052 | 0.1% | NEW | 71.3 |
| 158 |  $JBL | JABIL INC | $232,059 | 0.1% | NEW | 57.4 |
| 159 |  $NET | Cloudflare, Inc. | $231,299 | 0.1% | NEW | 56.4 |
| 160 |  $AR | ANTERO RESOURCES Corp | $227,040 | 0.1% | NEW | 75.4 |
| 161 |  $RTX | RTX Corp | $226,917 | 0.1% | NEW | 73.2 |
| 162 |  $RBLX | Roblox Corp | $225,949 | 0.1% | NEW | 60.3 |
| 163 |  $EFX | EQUIFAX INC | $225,382 | 0.1% | NEW | 64.8 |
| 164 |  $DT | Dynatrace, Inc. | $224,117 | 0.1% | NEW | 64.4 |
| 165 |  $BURL | Burlington Stores, Inc. | $219,226 | 0.1% | NEW | 65.2 |
| 166 |  $FDX | FEDEX CORP | $217,312 | 0.1% | NEW | 60.3 |
| 167 |  $TAP | MOLSON COORS BEVERAGE CO | $213,332 | 0.1% | NEW | 41.4 |
| 168 |  $DAL | DELTA AIR LINES, INC. | $212,140 | 0.1% | NEW | 57.5 |
| 169 |  $MLI | MUELLER INDUSTRIES INC | $212,054 | 0.1% | NEW | 68.7 |
| 170 |  $IRM | IRON MOUNTAIN INC | $211,696 | 0.1% | NEW | 62.9 |
| 171 |  $PB | PROSPERITY BANCSHARES INC | $210,984 | 0.1% | NEW | 61.7 |
| 172 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $210,614 | 0.1% | NEW | 75.4 |
| 173 |  $BLK | BlackRock, Inc. | $210,582 | 0.1% | NEW | 70 |
| 174 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $209,588 | 0.1% | NEW | 52.1 |
| 175 |  $GPK | GRAPHIC PACKAGING HOLDING CO | $209,245 | 0.1% | NEW | 49 |
| 176 |  $JEF | Jefferies Financial Group Inc. | $209,016 | 0.1% | NEW | 57.5 |
| 177 |  $HPE | Hewlett Packard Enterprise Co | $208,318 | 0.1% | NEW | 70.5 |
| 178 |  $OC | Owens Corning | $204,423 | 0.1% | NEW | 49.2 |
| 179 |  $LSTR | LANDSTAR SYSTEM INC | $204,328 | 0.1% | NEW | 47.6 |
| 180 |  $RSG | REPUBLIC SERVICES, INC. | $203,918 | 0.1% | NEW | 62.3 |
| 181 |  $NRG | NRG ENERGY, INC. | $203,754 | 0.1% | NEW | 51.9 |
| 182 |  $PR | Permian Resources Corp | $203,651 | 0.1% | NEW | 79.5 |
| 183 |  $DPZ | DOMINOS PIZZA INC | $201,899 | 0.1% | NEW | 60.1 |
| 184 |  $CAG | CONAGRA BRANDS INC. | $156,405 | 0.1% | NEW | 38.9 |
| 185 |  $NWL | NEWELL BRANDS INC. | $65,139 | 0.0% | NEW | 42.4 |
| 186 |  $SNAP | Snap Inc | $65,042 | 0.0% | NEW | 56.2 |
| 187 |  $GTM | ZoomInfo Technologies Inc. | $62,213 | 0.0% | NEW | 34.7 |
| 188 |  $GOSS | Gossamer Bio, Inc. | $4,050 | 0.0% | NEW | 8.2 |
New Positions (139)
$MU MICRON TECHNOLOGY INC$1.4M$WDC WESTERN DIGITAL CORP$807,981$FIX COMFORT SYSTEMS USA INC$751,159$HD HOME DEPOT, INC.$684,905$SNOW Snowflake Inc.$624,034$WFC WELLS FARGO & COMPANY/MN$592,777$PSX Phillips 66$586,265$PCG PG&E Corp$565,034$TJX TJX COMPANIES INC /DE/$556,914$GE GENERAL ELECTRIC CO$556,484$GIS GENERAL MILLS INC$537,486$CNC CENTENE CORP$528,348$ABT ABBOTT LABORATORIES$521,483$GEV GE Vernova Inc.$518,113$TRV TRAVELERS COMPANIES, INC.$514,987Exited Positions (1)
$T AT&T INC.Browse Top Institutional Investors
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Available Analysis
13F Pro tracks comprehensive institutional data for Capstone Wealth Management, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Capstone Wealth Management, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Capstone Wealth Management, LLC and 8,700+ other institutional investors.
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AI-Powered Hedge Fund Analysis: Capstone Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Capstone Wealth Management, LLC (SEC CIK: 2019411), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Capstone Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.