Capstone Capital Wealth Advisors Portfolio Holdings

Capstone Capital Wealth Advisors has filed its 13F form on November 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $53.5B, Dimensional ETF Tr Dimensional with a value of $26.8B, Dimensional ETF Tr Emerging Mk with a value of $13.5B, Vanguard Sht Term Corp Bd ETF with a value of $9.64B, and Vanguard Mun Bd Fds Tax Exempt with a value of $8.45B.

Examining the 13F form we can see an increase of $8.63B in the current position value, from $112B to 121B.

Capstone Capital Wealth Advisors is based out at Henderson, NV

Below you can find more details about Capstone Capital Wealth Advisors portfolio as well as his latest detailed transactions.