CAPSTONE CAPITAL WEALTH ADVISORS
RIA/Wealth
CAPSTONE CAPITAL WEALTH ADVISORS is a RIA/Wealth based in Richmond, VA led by Adam Moroni Dawson, reporting $360.5M in AUM as of Q3 2025 with 96% ETF concentration, 97% concentrated in top 10 holdings, and 45% allocation to DFAC.
CEOAdam Moroni Dawson
- Portfolio Value
- $148.9M
- Positions
- 24
- Top Holding
- DFAC at 44.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CAPSTONE CAPITAL WEALTH ADVISORS's portfolio (97.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $66.4M | 44.60% | -$539.0K Sold | — 1.7M shares | |
ETF ETF | $36.3M | 24.35% | +$1.6M Bought | — 1.1M shares | |
ETF ETF | $17.4M | 11.71% | +$735.8K Bought | — 543.6K shares | |
ETF ETF | $11.2M | 7.54% | +$175.6K Bought | — 140.4K shares | |
ETF ETF | $8.9M | 5.95% | -$88.2K Sold | — 176.9K shares | |
Software - Infrastructure Technology | $1.0M | 0.70% | +$179.7K Bought | 0.00% 2.0K shares | |
Semiconductors Technology | $980.7K | 0.66% | +$264.6K Bought | 0.00% 5.3K shares | |
Consumer Electronics Technology | $960.5K | 0.64% | +$127.8K Bought | 0.00% 3.8K shares | |
ETF ETF | $802.4K | 0.54% | -$47.6K Sold | — 9.5K shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $548.0K | 0.37% | +$3.3K Bought | 0.00% 10.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CAPSTONE CAPITAL WEALTH ADVISORS's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+36.95% | |
+21.1% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-8.53% | |
-5.96% | |
-5.6% | |
-0.99% | |
-0.8% |
Analytics
Portfolio insights and performance metrics for CAPSTONE CAPITAL WEALTH ADVISORS
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