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Home > Institutional Investor > Capstone Wealth Management, Inc. > Profile

Instuitional Investor - Capstone Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Capstone Wealth Management, Inc.
Portfolio Value $133,235,240
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 1,040,325 $46,242,437 34.71%
2.
Dimensional Etf Trust
 DFAC 106,355 $8,718,972 6.54%
3.
Dimensional Etf Trust
 DFAC 218,087 $8,115,018 6.09%
4.
Dimensional Etf Trust
 DFAC 114,468 $8,033,920 6.03%
5.
Ishares Trust
 IEF 8,345 $6,265,809 4.7%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.