You're signed outSign in or to get full access.
Capstone Wealth Management, LLC
Capstone Wealth Management, LLC is a registered investment adviser headquartered in Tuscaloosa, Alabama. Founded in Alabama and incorporated there, the firm primarily offers wealth management and financial planning services to individuals, especially high net worth clients, as well as charitable organizations, pension plans, and businesses. As of 2025, Capstone manages approximately $362.7 million in assets and employs 8 people, focusing on discretionary and non-discretionary investment management and personalized financial planning. Capstone Wealth Management, LLC operates with a fiduciary standard, always placing client interests first.
Investment Strategy
Capstone Wealth Management primarily provides personalized discretionary and non-discretionary investment management services. The process involves an in-depth fact-finding exercise to determine client needs, formulating investment objectives, developing a tailored investment policy, and establishing target asset allocations. The firm manages investment portfolios according to each client's circumstances, goals, and risk tolerance, seeking diversification across equity and fixed income investments, and periodically rebalancing to align with objectives. The focus is on long-term growth and individualized strategies rather than speculative trading.
Latest 13F Filing Activity
Capstone Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 50 equity positions with a total 13F market value of $130M. The fund increased holdings in Dimensional Etf Trust, Ea Series Trust, Dimensional Etf Trust among other positions. Capstone Wealth Management, LLC reduced exposure to Banco Bilbao Vizcaya Argenta, Costco WHSL Corp. New, Stryker Corporation among others.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSVO | EA SERIES TRUST | 12.27% | $15.9M | 703,770 | $21.49 | $22.65 | +$2.4M |
D DFAC | DIMENSIONAL ETF TRUST | 11.64% | $15.1M | 392,156 | $34.59 | $38.57 | +$1.1M |
D DFUS | DIMENSIONAL ETF TRUST | 11.06% | $14.4M | 198,407 | $65.47 | $72.44 | +$3.0M |
D DFIV | DIMENSIONAL ETF TRUST | 9.47% | $12.3M | 266,765 | $35.65 | $46.12 | +$1.1M |
D DFAT | DIMENSIONAL ETF TRUST | 9.25% | $12.0M | 206,350 | $55.66 | $58.21 | +$888.1K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more