Institutions / Capstone Financial Advisors, Inc.
Capstone Financial Advisors, Inc.
CIK 1599217 · Institution · as of Dec 31, 2025
Portfolio value
$1.88B
Positions
184
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 184 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $321.13M | 17.1% |
| iShares Tr | $242.37M | 12.9% |
| Dimensional ETF Trust | $216.97M | 11.6% |
| Flexshares Tr | $138.57M | 7.4% |
| Vanguard Bd Index Fds | $130.81M | 7.0% |
| Vanguard Star Fds | $86.47M | 4.6% |
| iShares MSCI UAE ETF | $77.63M | 4.1% |
| Dimensional ETF Trust | $68.43M | 3.6% |
| Mcdonald'S Corp | $60.53M | 3.2% |
| iShares Tr | $54.28M | 2.9% |
| Vanguard Charlotte Fds | $53.52M | 2.9% |
| Flexshares Tr | $42.64M | 2.3% |
| Flexshares Tr | $41.92M | 2.2% |
| Apple Inc. | $39.41M | 2.1% |
| iShares MSCI UAE ETF | $31.85M | 1.7% |
| iShares Tr | $21.17M | 1.1% |
| JPMorgan Chase & Co | $17.82M | 0.9% |
| American Centy ETF Tr | $13.82M | 0.7% |
| NVIDIA Corp | $13.80M | 0.7% |
| SPDR S&P Midcap 400 ETF Tr | $9.16M | 0.5% |
| Amazon.com Inc | $9.09M | 0.5% |
| iShares Tr | $8.79M | 0.5% |
| iShares Tr | $8.76M | 0.5% |
| Vanguard Specialized Funds | $8.68M | 0.5% |
| Vanguard Mun Bd Fds | $8.26M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.