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Portfolio (Quarterly) Guide ↗

Capstone Wealth Management, LLC

· CIK 0002019411
13F Portfolio $216M AUM 188 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 139 New 26 Added 9 Reduced 1 Exited
Page 2 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 5,741.0 $1.4M 0.64% +3K +116.1% $238.34 +7.0%
22 VTI VANGUARD INDEX FDS 3,615.0 $1.3M 0.62% +23.0 +0.6% $370.04 +1.4%
23 LLY ELI LILLY & CO Healthcare 1,096.0 $1.3M 0.61% +593.0 +117.9% $1199.43 -3.3%
24 VTIP VANGUARD MALVERN FDS 25,339.0 $1.3M 0.59% +2K +8.6% $50.23 -1.1%
25 GOOG ALPHABET INC 3,580.0 $1.3M 0.59% +2K +98.5% $353.33
26 IXUS ISHARES TR 11,897.0 $1.1M 0.53% -68.0 -0.6% $95.44 +1.3%
27 AVGO BROADCOM INC Technology 2,833.0 $1.1M 0.50% +2K +144.2% $377.75 -2.1%
28 VMC VULCAN MATLS CO Basic Materials 3,526.0 $1.0M 0.48% $295.01 -12.0%
29 GOOGL ALPHABET INC Communication Services 2,861.0 $1.0M 0.47% +1K +71.6% $357.37 -6.3%
30 DISV DIMENSIONAL ETF TRUST 25,199.0 $1.0M 0.47% -493.0 -1.9% $40.13 +10.2%
31 JPM JPMORGAN CHASE & CO Financial Services 2,852.0 $934K 0.43% +2K +125.1% $327.33 +8.4%
32 HBAN HUNTINGTON BANCSHARES INC Financial Services 48,923.0 $867K 0.40% $17.73 -7.4%
33 WDC WESTERN DIGITAL CORP Technology 1,265.0 $808K 0.38% NEW $638.72 -29.5%
34 SO SOUTHERN CO Utilities 7,867.0 $753K 0.35% $95.71 -8.0%
35 FIX COMFORT SYS USA INC Industrials 379.0 $751K 0.35% NEW $1981.95 -21.6%
36 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 799.0 $747K 0.35% +490.0 +158.6% $935.48 +0.5%
37 BERKSHIRE HATHAWAY INC DEL 1,451.0 $726K 0.34% +887.0 +157.3% $500.39
38 HD HOME DEPOT INC Consumer Cyclical 1,942.0 $685K 0.32% NEW $352.68 -9.3%
39 META META PLATFORMS INC Communication Services 1,197.0 $674K 0.31% +634.0 +112.6% $563.29 +2.7%
40 DFGR DIMENSIONAL ETF TRUST 23,062.0 $668K 0.31% +2K +7.0% $28.97 -0.3%
Page 2 of 10  ·  188 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Industrials 14.4%
Financial Services 12.4%
Healthcare 9.4%
Consumer Cyclical 9.4%
Consumer Defensive 5.1%
Energy 4.9%
Utilities 4.9%
Communication Services 4.5%
Basic Materials 3.5%