0001725547-25-003416.txt : 20250714 0001725547-25-003416.hdr.sgml : 20250714 20250714095142 ACCESSION NUMBER: 0001725547-25-003416 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250714 DATE AS OF CHANGE: 20250714 EFFECTIVENESS DATE: 20250714 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: 251120343 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 06-30-2025 06-30-2025 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 205-336-4049 Joel W. Lake Tuscaloosa AL 07-14-2025 0 48 114088084 false INFORMATION TABLE 2 13F.xml ABBVIE INC COM 00287Y109 266961 1438 SH SOLE 0 0 0 1438 ALPHABET INC CAP STK CL C 02079K107 299731 1690 SH SOLE 0 0 0 1690 ALPHABET INC CAP STK CL A 02079K305 276098 1567 SH SOLE 0 0 0 1567 AMAZON COM INC COM 023135106 505913 2306 SH SOLE 0 0 0 2306 AMERICAN CENTY ETF TR US SML CP VALU 025072877 5162264 56666 SH SOLE 0 0 0 56666 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 2313280 29179 SH SOLE 0 0 0 29179 APPLE INC COM 037833100 1742930 8495 SH SOLE 0 0 0 8495 AT&T INC COM 00206R102 205458 7099 SH SOLE 0 0 0 7099 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 177616 11556 SH SOLE 0 0 0 11556 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 273003 562 SH SOLE 0 0 0 562 BROADCOM INC COM 11135F101 298805 1084 SH SOLE 0 0 0 1084 CADENCE BANK COM 12740C103 620732 19410 SH SOLE 0 0 0 19410 COSTCO WHSL CORP NEW COM 22160K105 312476 316 SH SOLE 0 0 0 316 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1655874 39091 SH SOLE 0 0 0 39091 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2799428 80979 SH SOLE 0 0 0 80979 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 11401974 170128 SH SOLE 0 0 0 170128 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 14067450 392507 SH SOLE 0 0 0 392507 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2417995 37953 SH SOLE 0 0 0 37953 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 11123493 206143 SH SOLE 0 0 0 206143 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 11239491 262421 SH SOLE 0 0 0 262421 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 7152128 243518 SH SOLE 0 0 0 243518 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 782398 16297 SH SOLE 0 0 0 16297 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 590603 17946 SH SOLE 0 0 0 17946 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 2158918 72740 SH SOLE 0 0 0 72740 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 8896228 210412 SH SOLE 0 0 0 210412 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 402478 15001 SH SOLE 0 0 0 15001 EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 13521072 663448 SH SOLE 0 0 0 663448 ELI LILLY & CO COM 532457108 382749 491 SH SOLE 0 0 0 491 EXXON MOBIL CORP COM 30231G102 262493 2435 SH SOLE 0 0 0 2435 ISHARES TR EAFE VALUE ETF 464288877 366214 5769 SH SOLE 0 0 0 5769 ISHARES TR CORE S&P TTL STK 464287150 410407 3039 SH SOLE 0 0 0 3039 ISHARES TR MSCI INTL VLU FT 46435G409 421362 12811 SH SOLE 0 0 0 12811 ISHARES TR CORE MSCI INTL 46435G326 412364 5423 SH SOLE 0 0 0 5423 ISHARES TR CORE MSCI TOTAL 46432F834 936546 12114 SH SOLE 0 0 0 12114 JPMORGAN CHASE & CO. COM 46625H100 345283 1191 SH SOLE 0 0 0 1191 META PLATFORMS INC CL A 30303M102 417759 566 SH SOLE 0 0 0 566 MICROSOFT CORP COM 594918104 1185628 2384 SH SOLE 0 0 0 2384 NUCOR CORP COM 670346105 232265 1793 SH SOLE 0 0 0 1793 NVIDIA CORPORATION COM 67066G104 654869 4145 SH SOLE 0 0 0 4145 ORIGIN MATERIALS INC COM 68622D106 18696 38692 SH SOLE 0 0 0 38692 SOUTHERN CO COM 842587107 554598 6039 SH SOLE 0 0 0 6039 STRYKER CORPORATION COM 863667101 339846 859 SH SOLE 0 0 0 859 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1091717 3592 SH SOLE 0 0 0 3592 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 757043 15060 SH SOLE 0 0 0 15060 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 3006918 50275 SH SOLE 0 0 0 50275 VANGUARD STAR FDS VG TL INTL STK F 921909768 234699 3397 SH SOLE 0 0 0 3397 VULCAN MATLS CO COM 929160109 919651 3526 SH SOLE 0 0 0 3526 WALMART INC COM 931142103 472180 4829 SH SOLE 0 0 0 4829