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Capstone Capital LLC
Capstone Capital LLC is a Nevada-based independent investment advisory firm founded prior to 2023, headquartered in Henderson, NV. The firm manages assets for a diverse client base, primarily comprised of high net worth individuals, as well as some institutional and charitable clients. As of mid-2025, Capstone manages over $137 million in assets and has a small team of professionals (approx. 3–6 employees) dedicated to providing tailored investment management and financial advisory services.
Investment Strategy
Capstone Capital LLC primarily utilizes a discretionary investment management approach focused on diversified portfolios across equities and fixed income, with a strong emphasis on ETF allocation for core holdings. The firm’s filings show a broad asset allocation and periodic rebalancing, favoring long-term growth via exposure to domestic and international equity markets and low-cost, tax-efficient strategies. Investment decisions are largely made for high net worth individuals, with the firm seeking to achieve consistent long-term results while managing downside risk.
Latest 13F Filing Activity
Capstone Capital LLC filed their most recent 13F report on Sep 30, 2025 disclosing 25 equity positions with a total 13F market value of $150M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Capstone Capital LLC reduced exposure to Ishares TR, Vanguard Scottsdale FDS, Ishares TR among others.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 44.40% | $66.4M | 1,722,332 | $30.06 | $38.57 | +$4.2M |
D DFIC | DIMENSIONAL ETF TRUST | 24.24% | $36.3M | 1,105,946 | $26.08 | $32.79 | +$3.4M |
D DFEM | DIMENSIONAL ETF TRUST | 11.65% | $17.4M | 543,642 | $25.43 | $32.07 | +$2.0M |
V VCSH | VANGUARD SCOTTSDALE FDS | 7.50% | $11.2M | 140,404 | $77.61 | $79.93 | +$235.0K |
V VTEB | VANGUARD MUN BD FDS | 5.92% | $8.9M | 176,944 | $50.80 | $50.07 | +$97.6K |
Industry Allocation
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