Capstone Wealth Management, Inc. holds a focused book of 38 stocks worth $117.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Dimensional US Eq MKT ETF. Their largest long position is Dimensional US Core Equity 2 at 35% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2112205/holdings"
Use Arkolith to show Capstone Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US CORE EQUITY 2 | $40.9M | 1.04M | 34.7% | ▲+0.6% Added · +6K sh | |
| 2 | Dimensional ETF Trust US EQUITY MARKET | $7.8M | 108.5K | 6.6% | ▼−2.0% Reduced · −2K sh | |
| 3 | Dimensional ETF Trust INTL CORE EQUITY | $7.6M | 211.9K | 6.5% | ▲+9.4% Added · +18K sh | |
| 4 | Dimensional ETF Trust US TARGETED VLU | $7.0M | 111.2K | 5.9% | ▲+11% Added · +11K sh | |
| 5 | Dimensional ETF Trust INTL CORE EQT MK | $5.3M | 133.8K | 4.5% | ▲+1.9% Added · +2K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $5.2M | 7.9K | 4.4% | ▲+2.1% Added · +160 sh | |
| 7 | American Centy ETF TR INTL EQT ETF | $4.3M | 49.9K | 3.6% | ▲+10% Added · +5K sh | |
| 8 | Dimensional ETF Trust WORLD X US CORE | $4.2M | 122.1K | 3.6% | ▼−1.1% Reduced · −1K sh | |
| 9 | Dimensional ETF Trust EMGR CRE EQT MNG | $3.4M | 99.2K | 2.9% | ▲+2.9% Added · +3K sh | |
| 10 | NextEra Energy Inc COM | $3.2M | 34.5K | 2.7% | —Held | |
| 11 | Dimensional ETF Trust US HIGH PROFITAB | $3.0M | 82.0K | 2.6% | ▲~0% Added · +18 sh | |
| 12 | Dimensional ETF Trust EMERGING MKTS HI | $2.7M | 78.7K | 2.3% | ▲+18% Added · +12K sh | |
| 13 | Ishares TR CORE US AGGBD ET | $2.5M | 25.2K | 2.1% | ▼−0.8% Reduced · −215 sh | |
| 14 | JP Morgan Exchange Traded F ULTRA SHORT ETF | $2.4M | 47.0K | 2.0% | ▲+61% Added · +18K sh | |
| 15 | American Centy ETF TR US EQT ETF | $2.3M | 20.2K | 1.9% | ▲+70% Added · +8K sh | |
| 16 | American Centy ETF TR AVANTIS EMGMKT | $1.9M | 23.6K | 1.6% | ▲+17% Added · +3K sh | |
| 17 | Lowes Cos Inc COM | $1.8M | 7.6K | 1.5% | ▼−5.8% Reduced · −469 sh | |
| 18 | Dimensional ETF Trust US CORE EQUITY 1 | $1.5M | 20.5K | 1.3% | ▲+1.9% Added · +375 sh | |
| 19 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.2M | 15.9K | 1.0% | ▼−4.7% Reduced · −786 sh | |
| 20 | JP Morgan Exchange Traded F SHORT DURA CORE | $999K | 21.2K | 0.8% | ▲+1.1% Added · +230 sh | |
| 21 | Vanguard Scottsdale FDS VNG RUS1000GRW | $909K | 8.2K | 0.8% | ▼−0.5% Reduced · −43 sh | |
| 22 | JP Morgan Exchange Traded F CORE PLUS BD ETF | $864K | 18.4K | 0.7% | ▲+3.2% Added · +578 sh | |
| 23 | First Intst Bancsystem Inc COM CL A | $799K | 23.6K | 0.7% | ▲+6.3% Added · +1K sh | |
| 24 | Caterpillar Inc COM | $699K | 977 | 0.6% | —Held | |
| 25 | Vanguard Index FDS SMALL CP | $608K | 2.3K | 0.5% | ▼−1.5% Reduced · −36 sh | |
| 26 | Enterprise Prods Partners L COM | $577K | 15.3K | 0.5% | —Held | |
| 27 | Chevron Corp New COM | $504K | 2.6K | 0.4% | ▼−0.6% Reduced · −15 sh | |
| 28 | Dimensional ETF Trust US SMALL CAP VAL | $475K | 13.5K | 0.4% | ▼−1.4% Reduced · −199 sh | |
| 29 | SPDR Dow Jones Indl Average UT SER 1 | $463K | 994 | 0.4% | —Held | |
| 30 | Ishares TR SELECT DIV ETF | $456K | 3.0K | 0.4% | —Held | |
| 31 | Dimensional ETF Trust US REAL ESTATE E | $421K | 17.4K | 0.4% | —Held | |
| 32 | Vanguard Index FDS S&P 500 ETF SHS | $407K | 673 | 0.3% | —Held | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $341K | 712 | 0.3% | —Held | |
| 34 | Select Sector SPDR TR STATE STREEET ENE | $325K | 5.5K | 0.3% | ▲+0.6% Added · +34 sh | |
| 35 | Dimensional ETF Trust SHORT DURATION F | $256K | 5.3K | 0.2% | ▲+0.2% Added · +9 sh | |
| 36 | Apple Inc COM | $237K | 914 | 0.2% | ▼−1.2% Reduced · −11 sh | |
| 37 | Vanguard Index FDS GROWTH ETF | $233K | 525 | 0.2% | —Held | |
| 38 | Dimensional ETF Trust INTL HIGH PROFIT | $232K | 7.1K | 0.2% | ▲+0.1% Added · +8 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.