CAPSTONE CAPITAL LLC
โขCIK: 1993327โขFiling: Q4 2025
**CAPSTONE CAPITAL WEALTH ADVISORS** manages $154M across a concentrated portfolio of 20 positions. The strategy exhibits significant overweighting in DFAC, representing $71.9M, followed by DFIC at $36.7M. Notable allocations also include DFEM ($17.5M) and VCSH ($12.0M), suggesting a focused, sector-specific approach. The top holdings reveal deep conviction in specific names, with DFAC alone accounting for approximately 46.6% of the reported assets.
Total AUM
$153.9M
QoQ Performance
+2.9%
Positions
13
Top 10 Concentration
97.8%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFIC
DFEM
VCSH
VTEB
DFAC46.7%
DFIC23.8%
DFEM11.4%
VCSH7.8%
VTEB5.8%
AAPL0.5%
VCIT0.5%
MSFT0.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other97.9%
Technology1.7%
Consumer0.2%
ETF0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
โ4 increased
โ12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023