0001725547-25-000137.txt : 20250117 0001725547-25-000137.hdr.sgml : 20250117 20250117103457 ACCESSION NUMBER: 0001725547-25-000137 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250117 DATE AS OF CHANGE: 20250117 EFFECTIVENESS DATE: 20250117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Capstone Wealth Management, LLC CENTRAL INDEX KEY: 0002019411 ORGANIZATION NAME: IRS NUMBER: 631218929 STATE OF INCORPORATION: AL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24568 FILM NUMBER: 25537373 BUSINESS ADDRESS: STREET 1: 2200 JACK WARNER PKWY STREET 2: SUITE 300 CITY: TUSCALOOSA STATE: AL ZIP: 35401 BUSINESS PHONE: 205-345-8440 MAIL ADDRESS: STREET 1: 2200 JACK WARNER PKWY STREET 2: SUITE 300 CITY: TUSCALOOSA STATE: AL ZIP: 35401 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002019411 XXXXXXXX 12-31-2024 12-31-2024 false Capstone Wealth Management, LLC

2200 JACK WARNER PKWY SUITE 300 TUSCALOOSA AL 35401

13F HOLDINGS REPORT 028-24568 000118296 801-107846 N Joel W. Lake 205-366-4049 Joel W. Lake Tuscaloosa AL 01-17-2025 0 47 102356372 false INFORMATION TABLE 2 Form13fInfoTable.xml ABBVIE INC COM 00287Y109 230086 1295 SH SOLE 0 0 1295 EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 11993312 553964 SH SOLE 0 0 553964 ALPHABET INC CAP STK CL C 02079K107 303861 1596 SH SOLE 0 0 1596 ALPHABET INC CAP STK CL A 02079K305 276867 1463 SH SOLE 0 0 1463 AMAZON COM INC COM 023135106 496699 2264 SH SOLE 0 0 2264 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 1307608 20092 SH SOLE 0 0 20092 AMERICAN CENTY ETF TR US SML CP VALU 025072877 5649629 58527 SH SOLE 0 0 58527 APPLE INC COM 037833100 2135697 8528 SH SOLE 0 0 8528 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 112324 11556 SH SOLE 0 0 11556 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 254743 562 SH SOLE 0 0 562 BROADCOM INC COM 11135F101 261052 1126 SH SOLE 0 0 1126 CADENCE BANK COM 12740C103 668675 19410 SH SOLE 0 0 19410 COSTCO WHSL CORP NEW COM 22160K105 284094 310 SH SOLE 0 0 310 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 874967 21609 SH SOLE 0 0 21609 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1367036 46816 SH SOLE 0 0 46816 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 8322323 130546 SH SOLE 0 0 130546 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2469199 37941 SH SOLE 0 0 37941 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 11595992 208336 SH SOLE 0 0 208336 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 225433 8827 SH SOLE 0 0 8827 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 14716394 425452 SH SOLE 0 0 425452 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 8129395 198666 SH SOLE 0 0 198666 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1152892 44020 SH SOLE 0 0 44020 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 9464925 266768 SH SOLE 0 0 266768 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 529009 11284 SH SOLE 0 0 11284 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 6089687 244959 SH SOLE 0 0 244959 EXXON MOBIL CORP COM 30231G102 261933 2435 SH SOLE 0 0 2435 META PLATFORMS INC CL A 30303M102 331399 566 SH SOLE 0 0 566 ISHARES TR CORE S&P TTL STK 464287150 917660 7135 SH SOLE 0 0 7135 ISHARES TR 3 7 YR TREAS BD 464288661 346669 3000 SH SOLE 0 0 3000 ISHARES TR EAFE VALUE ETF 464288877 302697 5769 SH SOLE 0 0 5769 ISHARES TR CORE MSCI TOTAL 46432F834 802599 12135 SH SOLE 0 0 12135 ISHARES TR CORE MSCI INTL 46435G326 335160 5199 SH SOLE 0 0 5199 ISHARES TR MSCI INTL VLU FT 46435G409 342065 12618 SH SOLE 0 0 12618 JPMORGAN CHASE & CO. COM 46625H100 285495 1191 SH SOLE 0 0 1191 ELI LILLY & CO COM 532457108 247812 321 SH SOLE 0 0 321 MICROSOFT CORP COM 594918104 1026185 2435 SH SOLE 0 0 2435 NUCOR CORP COM 670346105 215914 1850 SH SOLE 0 0 1850 NVIDIA CORPORATION COM 67066G104 619748 4615 SH SOLE 0 0 4615 ORIGIN MATERIALS INC COM 68622D106 49526 38692 SH SOLE 0 0 38692 SOUTHERN CO COM 842587107 571095 6937 SH SOLE 0 0 6937 STRYKER CORPORATION COM 863667101 310363 862 SH SOLE 0 0 862 VANGUARD STAR FDS VG TL INTL STK F 921909768 200185 3397 SH SOLE 0 0 3397 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 616201 12726 SH SOLE 0 0 12726 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 3920404 67593 SH SOLE 0 0 67593 VANGUARD INDEX FDS TOTAL STK MKT 922908769 472970 1632 SH SOLE 0 0 1632 VULCAN MATLS CO COM 929160109 906993 3526 SH SOLE 0 0 3526 WALMART INC COM 931142103 361400 4000 SH SOLE 0 0 4000