Institutions / Kapstone Financial Advisors LLC
Kapstone Financial Advisors LLC
CIK 1966087 · Institution · as of Jun 30, 2026
Portfolio value
$238.85M
Positions
175
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$238.85M+18.7%Positions
175+31.6%Top holdings
Jun 30, 2026View all 175 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $45.93M | 19.2% |
| Apple Inc. | $17.94M | 7.5% |
| iShares Tr | $13.67M | 5.7% |
| iShares Tr | $7.39M | 3.1% |
| Invesco Qqq Tr | $5.49M | 2.3% |
| Alphabet Inc. | $5.29M | 2.2% |
| PROCTER & GAMBLE Co | $4.98M | 2.1% |
| Palantir Technologies Inc | $4.97M | 2.1% |
| Vanguard Whitehall Fds | $4.61M | 1.9% |
| Meta Platforms Inc | $4.57M | 1.9% |
| Microsoft Corp | $4.50M | 1.9% |
| NVIDIA Corp | $4.07M | 1.7% |
| AbbVie Inc. | $3.84M | 1.6% |
| iShares Tr | $3.63M | 1.5% |
| Alphabet Inc. | $3.29M | 1.4% |
| iShares Tr | $3.27M | 1.4% |
| JPMORGAN CHASE & CO | $3.10M | 1.3% |
| Warren E. Buffett | $3.05M | 1.3% |
| iShares Bitcoin Trust ETF | $2.59M | 1.1% |
| Micron Technology Inc | $2.54M | 1.1% |
| Fidelity Covington Trust | $2.20M | 0.9% |
| Amazon.com Inc | $2.18M | 0.9% |
| Johnson & Johnson | $2.12M | 0.9% |
| Exxon Mobil Corp | $2.10M | 0.9% |
| Cisco Systems, Inc. | $2.07M | 0.9% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 46429B663 | $10.95M | +399K +402.45% | 498,717 5.72% of portfolio | medium |
| Q2 2026 as of | Trim | Apple Inc. | $-6.20M | -21K -25.69% | 61,991 7.51% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 | $2.72M | +22K +296.90% | 29,236 1.52% of portfolio | low |
| Q2 2026 as of | Add | 464287200 | $2.39M | +3K +5.49% | 61,329 19.23% of portfolio | low |
| Q2 2026 as of | New | 31609A404 | $2.20M | +55K | 54,777 0.92% of portfolio | low |
| Q2 2026 as of | New | The Goldman Sachs Group, Inc. | $1.55M | +2K | 1,532 0.65% of portfolio | low |
| Q2 2026 as of | New | 922908512 | $1.40M | +7K | 7,095 0.59% of portfolio | low |
| Q2 2026 as of | New | 922908744 | $1.36M | +6K | 6,249 0.57% of portfolio | low |
| Q2 2026 as of | Add | 46438F101 | $1.22M | +37K +89.59% | 77,664 1.08% of portfolio | low |
| Q2 2026 as of | Add | 464287309 | $1.16M | +8K +18.60% | 53,760 3.10% of portfolio | low |