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Disclosery

13F-HR filed by Capstone Wealth Management, Inc.

Capstone Wealth Management, Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 38 holding rows worth $117,906,826.

Accession
0002112205-26-000002
Filer
CIK 2112205
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 38 entries on the cover page, a total value of $117,906,826 stated on the cover page (in dollars after the unit check, H1), rows summing to $117,906,826 with VALUE read as dollars as filed, 13F file number 028-26671. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,040,681$40,888,252dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF108,514$7,781,508dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY211,948$7,633,320dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU111,193$6,989,575dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK133,787$5,279,891dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS7,878$5,203,472dollars as filed
Avantis International Equity ETF025072703SHS49,862$4,288,380dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE122,121$4,200,350dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG99,184$3,376,730dollars as filed
NextEra Energy,Inc.65339F101COM34,534$3,210,305dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF82,028$3,039,964dollars as filed
DIMENSIONAL ETF TRUST25434V757EMERGING MKTS HI78,721$2,675,724dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS25,223$2,500,534dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF46,986$2,370,679dollars as filed
Avantis US Equity ETF025072885SHS20,209$2,269,214dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS23,572$1,914,730dollars as filed
Lowes Companies,Inc.548661107COM7,590$1,778,261dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF20,515$1,492,669dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS15,927$1,209,063dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q274SHORT DURA CORE21,195$999,031dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM8,199$909,074dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q670CORE PLUS BD ETF18,398$864,248dollars as filed
FIRST INTERSTATE BANCSYSTEM IN32055Y201COM CL A23,638$799,099dollars as filed
Caterpillar Inc.149123101COM977$698,619dollars as filed
Vanguard Small-Cap ETF922908751SHS2,297$608,272dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM15,300$576,504dollars as filed
Chevron Corporation166764100COM2,558$504,438dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF13,470$474,967dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1994$463,085dollars as filed
ISHARES TR464287168COM3,010$456,135dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF17,437$420,755dollars as filed
Vanguard S&P 500 ETF922908363COM673$406,752dollars as filed
Berkshire Hathaway Inc084670702COM712$340,585dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS5,490$324,722dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF5,337$255,639dollars as filed
Apple Inc037833100COM914$237,116dollars as filed
Vanguard Growth922908736COM525$232,802dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT7,129$232,362dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002112205-26-000002this filing2026-05-15acceptance time not in the bulk data set