0001993327-24-000003.txt : 20240123 0001993327-24-000003.hdr.sgml : 20240123 20240123150215 ACCESSION NUMBER: 0001993327-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CAPSTONE CAPITAL WEALTH ADVISORS CENTRAL INDEX KEY: 0001993327 ORGANIZATION NAME: IRS NUMBER: 680521979 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23523 FILM NUMBER: 24552204 BUSINESS ADDRESS: STREET 1: 2600 PASEO VERDE PKWY STREET 2: STE 150 CITY: HENDERSON STATE: NV ZIP: 89074 BUSINESS PHONE: 702-433-7588 MAIL ADDRESS: STREET 1: 2600 PASEO VERDE PKWY STREET 2: STE 150 CITY: HENDERSON STATE: NV ZIP: 89074 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001993327 XXXXXXXX 12-31-2023 12-31-2023 CAPSTONE CAPITAL WEALTH ADVISORS
2600 PASEO VERDE PKWY STE 150 HENDERSON NV 89074
13F HOLDINGS REPORT 028-23523 000123764 801-108040 N
Jennifer Johns Chief Compliance Officer 702-433-7588 Jennifer Johns Henderson NV 01-23-2024 0 19 101615987 false
INFORMATION TABLE 2 informationtable31122023.xml DIMENSIONAL ETF TRUSTEMERGING MKTS CO25434V73211170998447556SHSOLE44755600DIMENSIONAL ETF TRUSTINTL CORE EQUITY25434V79921577828845195SHSOLE84519500VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4098470700109483SHSOLE10948300ISHARES TRSHRT NAT MUN ETF4642881586897236542SHSOLE654200VANGUARD MUN BD FDSTAX EXEMPT BD9229077466817574133547SHSOLE13354700DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V708401054891372066SHSOLE137206600VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870111711213744SHSOLE1374400INVESCO EXCH TRADED FD TR IITAXABLE MUN BD46138G80587557132537SHSOLE3253700ISHARES TRNATIONAL MUN ETF464288414112768110402SHSOLE1040200MICROSOFT CORPCOM5949181045922631575SHSOLE157500WESTERN ASSET MANAGED MUNS FCOM95766M10535944835344SHSOLE3534400CHEVRON CORP NEWCOM1667641002623721759SHSOLE175900DIMENSIONAL ETF TRUSTUS EQUITY ETF25434V4012142134133SHSOLE413300LAS VEGAS SANDS CORPCOM51783410749465910052SHSOLE1005200CATHAY GEN BANCORPCOM1491501042252125053SHSOLE505300APPLE INCCOM0378331005824033025SHSOLE302500BROADCOM INCCOM11135F101209855188SHSOLE18800BEYONDSPRING INCSHSG108301004545050500SHSOLE5050000TERRAN ORBITAL CORPORATIONCOM88105P10366774365857400SHSOLE585740000