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Strive shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Strive shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Strive

Tip: Access up to 7 years of quarterly data

All positions including Strive held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strive by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.5k 10k 0.74

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding Strive

Citadel Advisors
Vanguard Group
Susquehanna International
Moore Capital Management
Millennium Management
BlackRock
UBS Group
Jane Street
Weiss Asset Management LP[1
Healthcare Of Ontario Pension Plan Trust Fund
Geode Capital Management
FMR
Alyeska Investment Group
State Street Corporation
Private Advisor

View all funds holding Strive