Capstone Wealth Management, LLC
CIK 2019411 · Holdings on Dec 31, 2024 · First reported Jan 17, 2025
Top ten holdings
Q4 2024- DFAC14.38%
- BSVO11.72%
- DFAT11.33%
- DFIV9.25%
- DFUS8.13%
- DFUV7.94%
- DFAX5.95%
- AVUV5.52%
- VGIT3.83%
- DFAS2.41%
Share classes counted separately80.46%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $14.72M | 14.38% | 425.45K shares | Prior unavailable — | — | ↗▾ |
| 02 | BSVOEA Bridgeway Omni Sm-Cp ValEA BRIDGEWAY OMN View history and evidence | $11.99M | 11.72% | 553.96K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $11.60M | 11.33% | 208.34K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $9.46M | 9.25% | 266.77K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $8.32M | 8.13% | 130.55K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $8.13M | 7.94% | 198.67K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $6.09M | 5.95% | 244.96K shares | Prior unavailable — | — | ↗▾ |
| 08 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $5.65M | 5.52% | 58.53K shares | Prior unavailable — | — | ↗▾ |
| 09 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $3.92M | 3.83% | 67.59K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $2.47M | 2.41% | 37.94K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2019411 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 102356372
}Research all 47 reported holdings.
This page includes 30 of 47 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 47 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2019411","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"2019411","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.