Capstone Wealth Management, LLC has filed its latest Form 13F-HR, disclosing equity holdings as of September 30, 2026. The filing reports the firm holds positions in 177 distinct companies.
Among the largest positions disclosed in the information table are NVIDIA Corporation, with 1,450,395 shares; Vanguard Star Funds (VGTLINTLSTKF), holding 288,609 shares; and Dimensional ETF Trust US Core Equity Market ETF, with 2,519,112 shares. Other notable holdings include MicroStrategy, Inc. (1,294,346 shares); Invesco Ltd. Shares (215,734 shares); and Johnson Controls International Shares (426,923 shares).
The filing lists Joel W. Lake, Chief Compliance Officer, as the authorized signatory for the report.
