0001725547-25-001416.txt : 20250416 0001725547-25-001416.hdr.sgml : 20250416 20250416122336 ACCESSION NUMBER: 0001725547-25-001416 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250416 DATE AS OF CHANGE: 20250416 EFFECTIVENESS DATE: 20250416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Capstone Wealth Management, LLC CENTRAL INDEX KEY: 0002019411 ORGANIZATION NAME: EIN: 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: 25841850 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 03-31-2025 03-31-2025 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 04-16-2025 0 49 100366991 false INFORMATION TABLE 2 13F.xml ABBVIE INC COM 00287Y109 267475 1277 SH SOLE 0 0 0 1277 ALPHABET INC CAP STK CL C 02079K107 245769 1573 SH SOLE 0 0 0 1573 ALPHABET INC CAP STK CL A 02079K305 226260 1463 SH SOLE 0 0 0 1463 AMAZON COM INC COM 023135106 433412 2278 SH SOLE 0 0 0 2278 AMERICAN CENTY ETF TR US SML CP VALU 025072877 5294262 60735 SH SOLE 0 0 0 60735 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 1495806 21448 SH SOLE 0 0 0 21448 APPLE INC COM 037833100 1886335 8492 SH SOLE 0 0 0 8492 AT&T INC COM 00206R102 200772 7099 SH SOLE 0 0 0 7099 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 157393 11556 SH SOLE 0 0 0 11556 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 299310 562 SH SOLE 0 0 0 562 CADENCE BANK COM 12740C103 589288 19410 SH SOLE 0 0 0 19410 COSTCO WHSL CORP NEW COM 22160K105 301074 318 SH SOLE 0 0 0 318 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1391120 36189 SH SOLE 0 0 0 36189 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1634390 52334 SH SOLE 0 0 0 52334 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 8202910 135630 SH SOLE 0 0 0 135630 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 13802684 418390 SH SOLE 0 0 0 418390 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2266105 37926 SH SOLE 0 0 0 37926 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 10604886 205960 SH SOLE 0 0 0 205960 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 10417090 264662 SH SOLE 0 0 0 264662 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 6464649 246742 SH SOLE 0 0 0 246742 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 567700 11947 SH SOLE 0 0 0 11947 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 382287 13128 SH SOLE 0 0 0 13128 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1379824 52148 SH SOLE 0 0 0 52148 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 8230848 199729 SH SOLE 0 0 0 199729 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 266652 10154 SH SOLE 0 0 0 10154 EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 11041303 567968 SH SOLE 0 0 0 567968 ELI LILLY & CO COM 532457108 265117 321 SH SOLE 0 0 0 321 EXXON MOBIL CORP COM 30231G102 289595 2435 SH SOLE 0 0 0 2435 ISHARES TR EAFE VALUE ETF 464288877 340023 5769 SH SOLE 0 0 0 5769 ISHARES TR CORE S&P TTL STK 464287150 870853 7138 SH SOLE 0 0 0 7138 ISHARES TR 3 7 YR TREAS BD 464288661 355810 3012 SH SOLE 0 0 0 3012 ISHARES TR CORE MSCI TOTAL 46432F834 847134 12135 SH SOLE 0 0 0 12135 ISHARES TR MSCI INTL VLU FT 46435G409 382441 12618 SH SOLE 0 0 0 12618 ISHARES TR CORE MSCI INTL 46435G326 360688 5236 SH SOLE 0 0 0 5236 JPMORGAN CHASE & CO. COM 46625H100 292152 1191 SH SOLE 0 0 0 1191 META PLATFORMS INC CL A 30303M102 326220 566 SH SOLE 0 0 0 566 MICROSOFT CORP COM 594918104 900787 2400 SH SOLE 0 0 0 2400 NUCOR CORP COM 670346105 219500 1824 SH SOLE 0 0 0 1824 NVIDIA CORPORATION COM 67066G104 408809 3772 SH SOLE 0 0 0 3772 ORIGIN MATERIALS INC COM 68622D106 25676 38692 SH SOLE 0 0 0 38692 SOUTHERN CO COM 842587107 554902 6035 SH SOLE 0 0 0 6035 STRYKER CORPORATION COM 863667101 320880 862 SH SOLE 0 0 0 862 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 252080 3432 SH SOLE 0 0 0 3432 VANGUARD INDEX FDS TOTAL STK MKT 922908769 539511 1963 SH SOLE 0 0 0 1963 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 658539 13197 SH SOLE 0 0 0 13197 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 2608297 43911 SH SOLE 0 0 0 43911 VANGUARD STAR FDS VG TL INTL STK F 921909768 324597 5227 SH SOLE 0 0 0 5227 VULCAN MATLS CO COM 929160109 822616 3526 SH SOLE 0 0 0 3526 WALMART INC COM 931142103 351160 4000 SH SOLE 0 0 0 4000