Joel W. Lake

@Capstone Wealth Management, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$102.356M

Total holdings47

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Capstone Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Capstone Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 102.356M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Joel W. Lake, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AAPLApple Inc Recent Activity New Position	2.09%	$2.136M 8,528 shares@ $250.44 avg price	New Position
DFAIDimensional Etf Trust Recent Activity New Position	1.34%	$1.367M 46,816 shares@ $29.21 avg price	New Position
AVDVAmerican Centy Etf Tr Recent Activity New Position	1.28%	$1.308M 20,092 shares@ $65.09 avg price	New Position
DFEMDimensional Etf Trust Recent Activity New Position	1.13%	$1.153M 44,020 shares@ $26.2 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	1.01%	$1.026M 2,435 shares@ $421.44 avg price	New Position
ITOTIshares Tr Recent Activity New Position	0.9%	$917,660 7,135 shares@ $128.62 avg price	New Position
VMCVulcan Matls Co Recent Activity New Position	0.89%	$906,993 3,526 shares@ $257.24 avg price	New Position
DFAUDimensional Etf Trust Recent Activity New Position	0.86%	$874,967 21,609 shares@ $40.5 avg price	New Position
IXUSIshares Tr Recent Activity New Position	0.79%	$802,599 12,135 shares@ $66.14 avg price	New Position
CADECadence Bank Recent Activity New Position	0.66%	$668,675 19,410 shares@ $34.46 avg price	New Position