Kapstone Financial Advisors LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Duke Energy Corp | $929.0K | 0.4% |
| CUMMINS INC | $871.2K | 0.4% |
| FIDELITY MERRIMACK STR TR | $859.5K | 0.4% |
| VANGUARD INDEX FDS | $848.4K | 0.4% |
| CSX CORP | $832.5K | 0.3% |
| BERKSHIRE HATHAWAY INC DEL | $748.9K | 0.3% |
| LOCKHEED MARTIN CORP | $746.9K | 0.3% |
| VANECK ETF TRUST | $728.0K | 0.3% |
| Axon Enterprise Inc | $719.3K | 0.3% |
| HUNTINGTON BANCSHARES INC /MD | $711.4K | 0.3% |
| VANECK ETF TRUST | $680.6K | 0.3% |
| CHEVRON CORP | $678.3K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $669.6K | 0.3% |
| MARTIN MARIETTA MATERIALS INC | $668.4K | 0.3% |
| Vulcan Materials Co | $656.4K | 0.3% |
| PAYCHEX INC | $653.4K | 0.3% |
| CATERPILLAR INC | $646.4K | 0.3% |
| HOME DEPOT, INC. | $632.0K | 0.3% |
| SPDR GOLD TR | $596.8K | 0.2% |
| BANK OF AMERICA CORP /DE | $595.6K | 0.2% |
| Iron Mountain Inc | $590.6K | 0.2% |
| SPDR SERIES TRUST | $579.2K | 0.2% |
| FIRST TR EXCHANGE-TRADED FD | $575.9K | 0.2% |
| Nebius Group N.V. | $552.3K | 0.2% |
| VANGUARD SPECIALIZED FUNDS | $539.3K | 0.2% |
| FIDELITY WISE ORIGIN BITCOIN | $536.3K | 0.2% |
| AMERICAN EXPRESS CO | $531.7K | 0.2% |
| SOUTHERN CO | $518.3K | 0.2% |
| FIRST TR EXCHANGE-TRADED FD | $502.2K | 0.2% |
| Intuitive Surgical Inc | $489.1K | 0.2% |
| CORNING INC /NY | $487.4K | 0.2% |
| CINCINNATI FINANCIAL CORP | $470.0K | 0.2% |
| STATE STR SPDR DOW JONES IND | $454.0K | 0.2% |
| SELECT SECTOR SPDR TR | $445.2K | 0.2% |
| FIRST TR EXCHANGE-TRADED FD | $445.1K | 0.2% |
| HORTON D R INC /DE | $430.0K | 0.2% |
| NOVARTIS AG | $422.4K | 0.2% |
| ELI LILLY & Co | $421.0K | 0.2% |
| VANGUARD INDEX FDS | $417.8K | 0.2% |
| VANGUARD BD INDEX FDS | $412.2K | 0.2% |
| ISHARES TR | $404.8K | 0.2% |
| DELTA AIR LINES, INC. | $402.0K | 0.2% |
| APPLIED MATERIALS INC /DE | $390.4K | 0.2% |
| VANGUARD INDEX FDS | $382.2K | 0.2% |
| ISHARES TR | $373.9K | 0.2% |
| abrdn Global Dynamic Dividend Fund | $371.1K | 0.2% |
| BLACKROCK MUNIYIELD QUALITY FUND III, INC.MYI | $368.2K | 0.2% |
| CoreWeave, Inc. | $351.9K | 0.1% |
| CITIGROUP INC | $351.0K | 0.1% |
| Mastercard Inc | $347.7K | 0.1% |