# EDGAR Filing Document

**Accession Number:** 0001806820
**File Stem:** 0001172661-26-001725
**Filing Date:** 2026-5
**Character Count:** 15375
**Document Hash:** f5bb9f3dcf8758be3b88e73622cecece
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001725.hdr.sgml**: 20260512

**ACCESSION NUMBER**: 0001172661-26-001725

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260512

**DATE AS OF CHANGE**: 20260512

**EFFECTIVENESS DATE**: 20260512

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AWM CAPITAL, LLC
- **CENTRAL INDEX KEY:** 0001806820

**ORGANIZATION NAME:**
- **EIN:** 820631878
- **STATE OF INCORPORATION:** AZ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22195
- **FILM NUMBER:** 26968083

**BUSINESS ADDRESS:**
- **STREET 1:** 1 N 1ST ST SUITE 525
- **CITY:** PHOENIX
- **STATE:** AZ
- **ZIP:** 85004
- **BUSINESS PHONE:** 323-940-1339

**MAIL ADDRESS:**
- **STREET 1:** 1 N 1ST STREET
- **STREET 2:** SUITE 525
- **CITY:** PHOENIX
- **STATE:** AZ
- **ZIP:** 85004

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** AWM CAPITAL LLC<br>**Address:** 1 N 1st Street<br>Suite 525<br>Phoenix, AZ 85004

**Form 13F File Number:** 028-22195

**CRD Number (if applicable):** 000287980

**SEC File Number (if applicable):** 801-114373

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Debra B Lynch<br>**Title:** Chief Compliance Officer<br>**Phone:** 404-964-3510

**Signature, Place, and Date of Signing:**

/s/ Debra B Lynch  Phoenix, AZ  05-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 113

**Form 13F Information Table Value Total:** $1104784486

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 619241 | 3044 | SH |  | SOLE |  | 0 | 0 | 3044 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1455768 | 5062 | SH |  | SOLE |  | 0 | 0 | 5062 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 513092 | 1788 | SH |  | SOLE |  | 0 | 0 | 1788 |
| AMAZON COM INC | COM | 023135106 |  | 1510269 | 7251 | SH |  | SOLE |  | 0 | 0 | 7251 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 15293087 | 180257 | SH |  | SOLE |  | 0 | 0 | 180257 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 6262491 | 77717 | SH |  | SOLE |  | 0 | 0 | 77717 |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | 025072281 |  | 2445446 | 33080 | SH |  | SOLE |  | 0 | 0 | 33080 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 47291541 | 425360 | SH |  | SOLE |  | 0 | 0 | 425360 |
| APPLE INC | COM | 037833100 |  | 1469080 | 5788 | SH |  | SOLE |  | 0 | 0 | 5788 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 923898 | 1928 | SH |  | SOLE |  | 0 | 0 | 1928 |
| BLACKSTONE INC | COM | 09260D107 |  | 689264 | 5994 | SH |  | SOLE |  | 0 | 0 | 5994 |
| BP PLC | SPONSORED ADR | 055622104 |  | 1207206 | 25685 | SH |  | SOLE |  | 0 | 0 | 25685 |
| BROADCOM INC | COM | 11135F101 |  | 242855 | 784 | SH |  | SOLE |  | 0 | 0 | 784 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 |  | 384968 | 10020 | SH |  | SOLE |  | 0 | 0 | 10020 |
| CATERPILLAR INC | COM | 149123101 |  | 329765 | 465 | SH |  | SOLE |  | 0 | 0 | 465 |
| CHEVRON CORPORATION | COM | 166764100 |  | 221210 | 1069 | SH |  | SOLE |  | 0 | 0 | 1069 |
| CIRRUS LOGIC INC | COM | 172755100 |  | 289963 | 2005 | SH |  | SOLE |  | 0 | 0 | 2005 |
| CISCO SYS INC | COM | 17275R102 |  | 242464 | 3124 | SH |  | SOLE |  | 0 | 0 | 3124 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 246006 | 246 | SH |  | SOLE |  | 0 | 0 | 246 |
| DATADOG INC | CL A COM | 23804L103 |  | 236808 | 2006 | SH |  | SOLE |  | 0 | 0 | 2006 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 14047871 | 414880 | SH |  | SOLE |  | 0 | 0 | 414880 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 134814286 | 3280951 | SH |  | SOLE |  | 0 | 0 | 3280951 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 8852130 | 333037 | SH |  | SOLE |  | 0 | 0 | 333037 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 5791404 | 170485 | SH |  | SOLE |  | 0 | 0 | 170485 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 11803474 | 166457 | SH |  | SOLE |  | 0 | 0 | 166457 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 |  | 3497849 | 83841 | SH |  | SOLE |  | 0 | 0 | 83841 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 1500752 | 21098 | SH |  | SOLE |  | 0 | 0 | 21098 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 18958607 | 395960 | SH |  | SOLE |  | 0 | 0 | 395960 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 34435675 | 718457 | SH |  | SOLE |  | 0 | 0 | 718457 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 39482585 | 931193 | SH |  | SOLE |  | 0 | 0 | 931193 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 6272755 | 265232 | SH |  | SOLE |  | 0 | 0 | 265232 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 772869 | 18305 | SH |  | SOLE |  | 0 | 0 | 18305 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 494820 | 13460 | SH |  | SOLE |  | 0 | 0 | 13460 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 |  | 32229634 | 760676 | SH |  | SOLE |  | 0 | 0 | 760676 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 954244 | 19691 | SH |  | SOLE |  | 0 | 0 | 19691 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 62440886 | 1807261 | SH |  | SOLE |  | 0 | 0 | 1807261 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 21767349 | 558710 | SH |  | SOLE |  | 0 | 0 | 558710 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 4488987 | 85050 | SH |  | SOLE |  | 0 | 0 | 85050 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 188529444 | 4851503 | SH |  | SOLE |  | 0 | 0 | 4851503 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 240024 | 7449 | SH |  | SOLE |  | 0 | 0 | 7449 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 26459467 | 586424 | SH |  | SOLE |  | 0 | 0 | 586424 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 394768 | 11724 | SH |  | SOLE |  | 0 | 0 | 11724 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 124889946 | 3515056 | SH |  | SOLE |  | 0 | 0 | 3515056 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 306787 | 1808 | SH |  | SOLE |  | 0 | 0 | 1808 |
| FIRST FINL BANKSHARES INC | COM | 32020R109 |  | 2876686 | 97680 | SH |  | SOLE |  | 0 | 0 | 97680 |
| FLEXSHARES TR | MORNSTAR USMKT | 33939L100 |  | 473968 | 1963 | SH |  | SOLE |  | 0 | 0 | 1963 |
| FLEXSHARES TR | IBOXX 3R TARGT | 33939L506 |  | 214085 | 8831 | SH |  | SOLE |  | 0 | 0 | 8831 |
| FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 |  | 311634 | 5649 | SH |  | SOLE |  | 0 | 0 | 5649 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 |  | 1725200 | 40000 | SH |  | SOLE |  | 0 | 0 | 40000 |
| HOME DEPOT INC | COM | 437076102 |  | 210146 | 638 | SH |  | SOLE |  | 0 | 0 | 638 |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | 46138G888 |  | 63592478 | 602486 | SH |  | SOLE |  | 0 | 0 | 602486 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 359634 | 1873 | SH |  | SOLE |  | 0 | 0 | 1873 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2404855 | 4166 | SH |  | SOLE |  | 0 | 0 | 4166 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 554593 | 14435 | SH |  | SOLE |  | 0 | 0 | 14435 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 449698 | 6447 | SH |  | SOLE |  | 0 | 0 | 6447 |
| ISHARES INC | MSCI EURZONE ETF | 464286608 |  | 512207 | 8177 | SH |  | SOLE |  | 0 | 0 | 8177 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 1199565 | 15250 | SH |  | SOLE |  | 0 | 0 | 15250 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 1172835 | 17505 | SH |  | SOLE |  | 0 | 0 | 17505 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 623758 | 5266 | SH |  | SOLE |  | 0 | 0 | 5266 |
| ISHARES TR | SELECT US REIT | 464287564 |  | 8756850 | 141490 | SH |  | SOLE |  | 0 | 0 | 141490 |
| ISHARES TR | INTL DEV RE ETF | 464288489 |  | 238807 | 10680 | SH |  | SOLE |  | 0 | 0 | 10680 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 679910 | 7000 | SH |  | SOLE |  | 0 | 0 | 7000 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 626194 | 5674 | SH |  | SOLE |  | 0 | 0 | 5674 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1910455 | 16890 | SH |  | SOLE |  | 0 | 0 | 16890 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 675685 | 11415 | SH |  | SOLE |  | 0 | 0 | 11415 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 521505 | 5100 | SH |  | SOLE |  | 0 | 0 | 5100 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 66734540 | 662969 | SH |  | SOLE |  | 0 | 0 | 662969 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1716646 | 13809 | SH |  | SOLE |  | 0 | 0 | 13809 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 638915 | 4822 | SH |  | SOLE |  | 0 | 0 | 4822 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 752665 | 5293 | SH |  | SOLE |  | 0 | 0 | 5293 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 662345 | 4650 | SH |  | SOLE |  | 0 | 0 | 4650 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 229779 | 1481 | SH |  | SOLE |  | 0 | 0 | 1481 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 1554458 | 7361 | SH |  | SOLE |  | 0 | 0 | 7361 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 2162850 | 11276 | SH |  | SOLE |  | 0 | 0 | 11276 |
| ISHARES TR | CORE S ETF | 464287200 |  | 8800483 | 13472 | SH |  | SOLE |  | 0 | 0 | 13472 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 682742 | 4718 | SH |  | SOLE |  | 0 | 0 | 4718 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 726879 | 7224 | SH |  | SOLE |  | 0 | 0 | 7224 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 3714797 | 55009 | SH |  | SOLE |  | 0 | 0 | 55009 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 22454864 | 105091 | SH |  | SOLE |  | 0 | 0 | 105091 |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 46641Q779 |  | 235550 | 3468 | SH |  | SOLE |  | 0 | 0 | 3468 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 290693 | 1189 | SH |  | SOLE |  | 0 | 0 | 1189 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 593185 | 2016 | SH |  | SOLE |  | 0 | 0 | 2016 |
| KAYNE ANDERSON ENERGY INFRST | COM | 486606106 |  | 389515 | 27276 | SH |  | SOLE |  | 0 | 0 | 27276 |
| META PLATFORMS INC | CL A | 30303M102 |  | 305703 | 534 | SH |  | SOLE |  | 0 | 0 | 534 |
| MICROSOFT CORP | COM | 594918104 |  | 1444285 | 3901 | SH |  | SOLE |  | 0 | 0 | 3901 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1441028 | 8262 | SH |  | SOLE |  | 0 | 0 | 8262 |
| PACER FDS TR | DATA AND INFRAST | 69374H741 |  | 936600 | 30000 | SH |  | SOLE |  | 0 | 0 | 30000 |
| PATTERSON-UTI ENERGY INC | COM | 703481101 |  | 332310 | 30684 | SH |  | SOLE |  | 0 | 0 | 30684 |
| PIMCO DYNAMIC INCOME STRATEG | COM SHS BEN INT | 69346N107 |  | 209724 | 9507 | SH |  | SOLE |  | 0 | 0 | 9507 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 524000 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 287003 | 9270 | SH |  | SOLE |  | 0 | 0 | 9270 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 2124861 | 85852 | SH |  | SOLE |  | 0 | 0 | 85852 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 2079745 | 96777 | SH |  | SOLE |  | 0 | 0 | 96777 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X863 |  | 3391112 | 127389 | SH |  | SOLE |  | 0 | 0 | 127389 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A607 |  | 543883 | 5386 | SH |  | SOLE |  | 0 | 0 | 5386 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 830365 | 14675 | SH |  | SOLE |  | 0 | 0 | 14675 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1535607 | 2361 | SH |  | SOLE |  | 0 | 0 | 2361 |
| TARGA RES CORP | COM | 87612G101 |  | 1011264 | 4033 | SH |  | SOLE |  | 0 | 0 | 4033 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 1818581 | 80149 | SH |  | SOLE |  | 0 | 0 | 80149 |
| TRINITY CAP INC | COM | 896442308 |  | 2966022 | 201633 | SH |  | SOLE |  | 0 | 0 | 201633 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 303177 | 4117 | SH |  | SOLE |  | 0 | 0 | 4117 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 13167143 | 148445 | SH |  | SOLE |  | 0 | 0 | 148445 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 686160 | 2296 | SH |  | SOLE |  | 0 | 0 | 2296 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1646373 | 2755 | SH |  | SOLE |  | 0 | 0 | 2755 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 334371 | 1042 | SH |  | SOLE |  | 0 | 0 | 1042 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 29824215 | 394239 | SH |  | SOLE |  | 0 | 0 | 394239 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1508184 | 27903 | SH |  | SOLE |  | 0 | 0 | 27903 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 3443208 | 77462 | SH |  | SOLE |  | 0 | 0 | 77462 |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 |  | 338776 | 4508 | SH |  | SOLE |  | 0 | 0 | 4508 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 3069408 | 14272 | SH |  | SOLE |  | 0 | 0 | 14272 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 335420 | 5234 | SH |  | SOLE |  | 0 | 0 | 5234 |
| VISA INC | COM CL A | 92826C839 |  | 257911 | 853 | SH |  | SOLE |  | 0 | 0 | 853 |
| WALMART INC | COM | 931142103 |  | 355358 | 2859 | SH |  | SOLE |  | 0 | 0 | 2859 |

---