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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 0002112205

Capstone Wealth Management, Inc.

BILLINGS, MT · File #028-26671

Latest AUM
$114.1M
Positions
40
Top-10 Concentration
75.7%
Filings
1

Sector Allocation

Real Estate
1.2%$1.4M
Industrials
0.5%$577,260
Technology
0.4%$463,447
Energy
0.3%$395,740

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V7081,034,677$41.0M35.94%
2DIMENSIONAL ETF TRUST25434V401110,788$8.2M7.21%
3DIMENSIONAL ETF TRUST25434V799193,739$6.7M5.90%
4DIMENSIONAL ETF TRUST25434V609100,194$6.0M5.23%
5ISHARES TR4642872007,718$5.3M4.64%
6DIMENSIONAL ETF TRUST25434V203131,334$5.0M4.42%
7DIMENSIONAL ETF TRUST25434V880123,550$4.1M3.58%
8AMERICAN CENTY ETF TR02507270345,211$3.8M3.29%
9DIMENSIONAL ETF TRUST25434V30296,375$3.2M2.81%
10DIMENSIONAL ETF TRUST25434V83182,010$3.1M2.73%
11NEXTERA ENERGY INCNEE-PW34,534$2.8M2.44%
12ISHARES TR46428722625,438$2.5M2.23%
13DIMENSIONAL ETF TRUST25434V75766,816$2.2M1.93%
14LOWES COS INC5486611078,059$2.0M1.72%
15AMERICAN CENTY ETF TR02507260420,167$1.6M1.39%
16DIMENSIONAL ETF TRUST25434V62520,140$1.5M1.30%
17JP MORGAN EXCHANGE TRADED F46641Q83729,108$1.5M1.29%
18CENTERSPACECSR21,196$1.4M1.22%
19AMERICAN CENTY ETF TR02507288511,919$1.3M1.17%
20VANGUARD INTL EQUITY INDEX F92204277516,713$1.2M1.09%