SEC Form 13F

Capstone Wealth Management, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$133,235,240
Positions48

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS CORE EQUITY 2$46,242,4371,040,325
DIMENSIONAL ETF TRUSTDFUSUS EQUITY MARKET$8,718,972106,355
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$8,115,018218,087
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$8,033,920114,468
ISHARES TRIVVCORE S&P500 ETF$6,265,8098,345
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$5,609,540136,409
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$4,827,10654,176
DIMENSIONAL ETF TRUSTDFAXWORLD X US CORE$4,464,105122,053
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$3,936,572100,040
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROFITAB$3,339,36080,157

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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