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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002019411

Capstone Wealth Management, LLC

TUSCALOOSA, AL · File #028-24568

Latest AUM
$137.0M
Positions
48
Top-10 Concentration
76.2%
Filings
5

Sector Allocation

Technology
3.5%$4.8M
Healthcare
0.6%$840,902
Utilities
0.5%$679,955
Consumer Staples
0.4%$552,037
Energy
0.2%$313,632
Materials
0.2%$296,572

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1EA SERIES TRUST02072L532708,387$16.5M12.04%
2DIMENSIONAL ETF TRUST25434V708391,703$15.5M11.32%
3DIMENSIONAL ETF TRUST25434V401201,628$15.0M10.91%
4DIMENSIONAL ETF TRUST25434V807266,607$13.3M9.71%
5DIMENSIONAL ETF TRUST25434V609203,209$12.1M8.83%
6DIMENSIONAL ETF TRUST25434V724213,293$9.9M7.25%
7DIMENSIONAL ETF TRUST25434V880235,761$7.7M5.63%
8AMERICAN CENTY ETF TR02507287757,398$5.9M4.27%
9VANGUARD SCOTTSDALE FDS92206C70680,828$4.8M3.53%
10DIMENSIONAL ETF TRUST25434V20398,176$3.7M2.73%
11DIMENSIONAL ETF TRUST25434V73291,832$3.0M2.22%
12AMERICAN CENTY ETF TR02507280231,133$2.9M2.13%
13DIMENSIONAL ETF TRUST25434V50037,917$2.6M1.93%
14APPLE INCAAPL8,728$2.4M1.73%
15DIMENSIONAL ETF TRUST25434V10439,123$1.8M1.34%
16DIMENSIONAL ETF TRUST25434V86426,287$1.3M0.92%
17MICROSOFT CORPMSFT2,512$1.2M0.89%
18VANGUARD INDEX FDS9229087693,592$1.2M0.88%
19DIMENSIONAL ETF TRUST25434V84922,267$1.1M0.78%
20VANGUARD MALVERN FDS92202080521,311$1.1M0.77%