Capstone Financial Advisors
Latest statistics and disclosures from Capstone Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IWB, DFAC, NFRA, BND, and represent 56.42% of Capstone Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$43M), VTI (+$7.2M), BND, SBUX, NFRA, BNDX, AMD, KLAC, JMST, VGT.
- Started 22 new stock positions in SPCX, ADBE, ANET, SBUX, SNDK, VRTX, KLAC, IEFA, KOPN, VRT. SMH, GPUS, IVW, URI, PANW, IVT, ALAB, FICO, XLI, ARM, RTX, VWO.
- Reduced shares in these 10 stocks: IWB, VTEB, TILT, VT, VOO, CAOS, AAPL, MSTR, DFAX, JPM.
- Sold out of its positions in CAOS, BMOP, BYND, CLW, COP, FBTC, FCX, Honeywell International, MCHI, DNUT. NEO, XLE, UHG, VTES, VT, VIAV.
- Capstone Financial Advisors was a net buyer of stock by $55M.
- Capstone Financial Advisors has $2.1B in assets under management (AUM), dropping by 10.52%.
- Central Index Key (CIK): 0001599217
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Portfolio Holdings for Capstone Financial Advisors
Capstone Financial Advisors holds 191 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 17.8 | $366M | +2% | 989k | 370.04 |
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| Ishares Tr Rus 1000 Etf (IWB) | 12.7 | $261M | 638k | 409.50 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 12.0 | $246M | 5.5M | 44.36 |
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| Flexshares Tr Stoxx Globr Inf (NFRA) | 7.3 | $151M | +2% | 2.4M | 64.12 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.6 | $135M | +3% | 1.8M | 73.41 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.8 | $99M | 1.2M | 85.49 |
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| Ishares Tr Core Msci Total (IXUS) | 4.2 | $87M | 911k | 95.44 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 3.7 | $75M | 2.0M | 36.84 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.8 | $57M | +299% | 457k | 124.17 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.7 | $55M | +2% | 1.1M | 48.43 |
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| McDonald's Corporation (MCD) | 2.6 | $53M | 194k | 270.31 |
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| Flexshares Tr M Star Dev Mkt (TLTD) | 2.2 | $45M | 457k | 98.08 |
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| Flexshares Tr Mornstar Usmkt (TILT) | 2.1 | $44M | -3% | 158k | 276.07 |
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| Apple (AAPL) | 2.0 | $40M | -2% | 139k | 289.36 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.8 | $36M | 221k | 164.27 |
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| Ishares Tr Global Reit Etf (REET) | 1.1 | $24M | 851k | 27.62 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $21M | -3% | 64k | 327.33 |
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| NVIDIA Corporation (NVDA) | 1.0 | $21M | 103k | 200.09 |
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| American Centy Etf Tr Real Estate Etf (AVRE) | 0.7 | $15M | 311k | 47.38 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.5 | $11M | 15k | 703.35 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $10M | 35k | 300.45 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $9.1M | -2% | 39k | 236.62 |
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| Amazon (AMZN) | 0.4 | $8.9M | -4% | 37k | 238.34 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $8.6M | 87k | 98.98 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.4 | $7.7M | 23k | 338.72 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.4 | $7.5M | 112k | 66.60 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $6.5M | -21% | 130k | 50.58 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.3 | $6.4M | 126k | 50.60 |
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| Microsoft Corporation (MSFT) | 0.3 | $6.2M | +2% | 17k | 373.02 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $5.9M | 49k | 121.42 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $5.2M | 7.00 | 748850.00 |
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| Cme (CME) | 0.2 | $4.0M | 18k | 220.83 |
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| Micron Technology (MU) | 0.2 | $3.8M | -6% | 3.3k | 1154.35 |
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| Costco Wholesale Corporation (COST) | 0.2 | $3.8M | 4.0k | 935.56 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $3.5M | +14% | 67k | 51.69 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.4M | 9.6k | 357.37 |
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| Qualcomm (QCOM) | 0.2 | $3.1M | 17k | 184.79 |
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| Spdr Index Shs Fds St Dow Globa Etf (RWO) | 0.2 | $3.1M | -4% | 63k | 49.71 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $3.0M | 4.1k | 746.72 |
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| Starbucks Corporation (SBUX) | 0.1 | $3.0M | NEW | 29k | 102.19 |
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| Caterpillar (CAT) | 0.1 | $2.9M | 2.7k | 1064.80 |
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| CBOE Holdings (CBOE) | 0.1 | $2.8M | +2% | 11k | 242.66 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $2.6M | -3% | 64k | 41.25 |
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| Tri-Continental Corporation (TY) | 0.1 | $2.6M | 76k | 34.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.5M | 3.4k | 736.47 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $2.5M | +14% | 5.7k | 433.30 |
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| Eaton Corp SHS (ETN) | 0.1 | $2.3M | 5.5k | 426.12 |
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| Advanced Micro Devices (AMD) | 0.1 | $2.2M | +53% | 3.8k | 580.91 |
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| Applied Materials (AMAT) | 0.1 | $2.0M | +15% | 2.8k | 722.98 |
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| Wal-Mart Stores (WMT) | 0.1 | $2.0M | 17k | 113.26 |
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| Meta Platforms Cl A (META) | 0.1 | $1.9M | +10% | 3.3k | 563.23 |
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| Intel Corporation (INTC) | 0.1 | $1.9M | -4% | 14k | 139.63 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | 13k | 136.72 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.7M | -4% | 15k | 107.62 |
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| Alaska Air (ALK) | 0.1 | $1.6M | +4% | 30k | 52.20 |
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| Coca-Cola Company (KO) | 0.1 | $1.5M | +7% | 18k | 81.27 |
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| International Business Machines (IBM) | 0.1 | $1.5M | 5.3k | 281.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.5M | 3.0k | 500.39 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.4M | 24k | 60.12 |
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| Lumen Technologies (LUMN) | 0.1 | $1.4M | 180k | 7.68 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.3M | +5% | 5.1k | 253.96 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.3M | +3% | 1.6k | 763.25 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $1.2M | +128% | 24k | 51.00 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $1.2M | +52% | 32k | 37.26 |
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| Cigna Corp (CI) | 0.1 | $1.1M | 4.2k | 275.68 |
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| Adams Express Company (ADX) | 0.1 | $1.1M | 43k | 25.55 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.1M | +36% | 18k | 61.46 |
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| Merck & Co (MRK) | 0.1 | $1.1M | 8.3k | 128.49 |
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| Darden Restaurants (DRI) | 0.1 | $1.0M | 5.0k | 206.03 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.0M | -51% | 1.5k | 687.03 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.0M | 2.4k | 426.42 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $987k | -4% | 1.3k | 749.09 |
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| Abbvie (ABBV) | 0.0 | $985k | 3.9k | 251.61 |
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| Fifth Third Ban (FITB) | 0.0 | $981k | 17k | 56.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $879k | +12% | 2.5k | 353.28 |
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| Dell Technologies CL C (DELL) | 0.0 | $866k | -5% | 2.0k | 431.45 |
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| Eli Lilly & Co. (LLY) | 0.0 | $858k | +14% | 715.00 | 1199.64 |
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| W.W. Grainger (GWW) | 0.0 | $852k | 626.00 | 1360.40 |
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| Ge Vernova (GEV) | 0.0 | $846k | +4% | 720.00 | 1174.33 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $832k | 15k | 56.48 |
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| Home Depot (HD) | 0.0 | $800k | +4% | 2.3k | 352.75 |
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| Lamb Weston Hldgs (LW) | 0.0 | $794k | +37% | 18k | 43.18 |
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| Ge Aerospace Com New (GE) | 0.0 | $786k | 2.1k | 373.77 |
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| Tesla Motors (TSLA) | 0.0 | $764k | -27% | 1.8k | 420.60 |
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| Kla Corp Com New (KLAC) | 0.0 | $747k | NEW | 2.5k | 301.65 |
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| General Mills (GIS) | 0.0 | $728k | 21k | 34.80 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $727k | -4% | 5.5k | 132.25 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $663k | 23k | 28.96 |
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| Broadcom (AVGO) | 0.0 | $655k | +21% | 1.7k | 377.70 |
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| Chevron Corporation (CVX) | 0.0 | $645k | +7% | 3.9k | 165.77 |
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| Bristol Myers Squibb (BMY) | 0.0 | $644k | -10% | 11k | 57.62 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $630k | 5.4k | 116.67 |
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| Intercontinental Exchange (ICE) | 0.0 | $630k | 5.1k | 123.10 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $628k | -5% | 1.7k | 368.38 |
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| American Express Company (AXP) | 0.0 | $616k | 1.8k | 338.24 |
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| Cisco Systems (CSCO) | 0.0 | $615k | 5.2k | 117.47 |
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| Byline Ban (BY) | 0.0 | $604k | 16k | 37.66 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $599k | +705% | 5.0k | 119.53 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.0 | $562k | 13k | 43.48 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $558k | -43% | 1.2k | 477.57 |
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| Amgen (AMGN) | 0.0 | $548k | 1.5k | 362.04 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $541k | +14% | 2.5k | 217.90 |
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| Strategy Cl A New (MSTR) | 0.0 | $531k | -62% | 6.1k | 86.93 |
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| Visa Com Cl A (V) | 0.0 | $517k | +5% | 1.5k | 343.11 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $505k | -10% | 4.1k | 124.44 |
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| CarMax (KMX) | 0.0 | $503k | +5% | 9.5k | 52.89 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $496k | 1.9k | 255.67 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $490k | 3.3k | 148.30 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $486k | NEW | 2.8k | 170.89 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $485k | 17k | 29.43 |
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| Procter & Gamble Company (PG) | 0.0 | $471k | +8% | 3.2k | 146.65 |
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| Allstate Corporation (ALL) | 0.0 | $469k | 2.0k | 237.97 |
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| Pepsi (PEP) | 0.0 | $458k | 3.4k | 135.41 |
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| Wintrust Financial Corporation (WTFC) | 0.0 | $445k | 2.8k | 160.72 |
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| Colgate-Palmolive Company (CL) | 0.0 | $444k | 4.8k | 91.68 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $438k | 5.7k | 76.40 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $434k | 5.2k | 83.76 |
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| Palo Alto Networks (PANW) | 0.0 | $429k | NEW | 1.3k | 341.02 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $416k | 6.6k | 63.04 |
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| Sandisk Corp (SNDK) | 0.0 | $398k | NEW | 175.00 | 2273.73 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $395k | -21% | 5.5k | 71.25 |
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| Ford Motor Company (F) | 0.0 | $383k | 28k | 13.90 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $383k | -4% | 746.00 | 513.67 |
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| Portillos Com Cl A (PTLO) | 0.0 | $373k | +34% | 79k | 4.74 |
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| Netflix (NFLX) | 0.0 | $371k | 5.2k | 71.40 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $370k | 4.7k | 79.42 |
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| CSX Corporation (CSX) | 0.0 | $366k | 7.7k | 47.53 |
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| Boeing Company (BA) | 0.0 | $362k | -5% | 1.7k | 216.47 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $361k | 708.00 | 509.23 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $358k | +17% | 3.6k | 100.28 |
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| UnitedHealth (UNH) | 0.0 | $357k | 860.00 | 415.63 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $342k | -12% | 172.00 | 1989.44 |
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| Verizon Communications (VZ) | 0.0 | $338k | -4% | 8.0k | 42.34 |
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| At&t (T) | 0.0 | $333k | -26% | 16k | 20.70 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $328k | +23% | 12k | 27.70 |
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| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $324k | 5.0k | 64.75 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $320k | +594% | 3.7k | 86.15 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $320k | +3% | 9.6k | 33.29 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $312k | NEW | 476.00 | 655.88 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $309k | NEW | 870.00 | 354.57 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $308k | -11% | 6.1k | 50.58 |
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| Abbott Laboratories (ABT) | 0.0 | $299k | +10% | 3.3k | 90.74 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $292k | 1.2k | 252.20 |
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| Wells Fargo & Company (WFC) | 0.0 | $277k | +3% | 3.4k | 82.63 |
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| United Rentals (URI) | 0.0 | $276k | NEW | 244.00 | 1132.01 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $276k | 4.1k | 66.45 |
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| Choiceone Fin cmn stk (COFS) | 0.0 | $275k | 8.1k | 34.00 |
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| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.0 | $275k | 9.6k | 28.60 |
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| Morgan Stanley Com New (MS) | 0.0 | $275k | +2% | 1.3k | 209.08 |
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| Astera Labs (ALAB) | 0.0 | $274k | NEW | 568.00 | 483.02 |
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| Intuit (INTU) | 0.0 | $274k | +91% | 1.0k | 261.00 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $273k | 3.5k | 77.11 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $267k | NEW | 1.4k | 185.23 |
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| Oracle Corporation (ORCL) | 0.0 | $265k | +3% | 1.8k | 146.57 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $260k | NEW | 1.4k | 189.78 |
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| Constellation Energy (CEG) | 0.0 | $253k | +4% | 1.0k | 248.48 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $251k | 11k | 23.52 |
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| Bath & Body Works In (BBWI) | 0.0 | $247k | 11k | 23.13 |
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| Ida (IDA) | 0.0 | $246k | +8% | 1.6k | 151.32 |
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| Elastic N V Ord Shs (ESTC) | 0.0 | $246k | 4.3k | 57.02 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $244k | -43% | 7.2k | 34.00 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $242k | 3.5k | 68.53 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $240k | NEW | 1.2k | 205.02 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $237k | 2.9k | 83.06 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $237k | NEW | 1.7k | 137.57 |
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| Lyft Cl A Com (LYFT) | 0.0 | $235k | 16k | 14.61 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $234k | +6% | 1.5k | 158.62 |
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| Helen Of Troy (HELE) | 0.0 | $233k | -20% | 8.0k | 29.07 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $231k | -3% | 2.8k | 82.34 |
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| Walt Disney Company (DIS) | 0.0 | $226k | 2.3k | 96.24 |
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| Pfizer (PFE) | 0.0 | $224k | -2% | 9.3k | 24.08 |
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| Inventrust Pptys Corp Com New (IVT) | 0.0 | $215k | NEW | 6.1k | 35.40 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $215k | NEW | 432.00 | 496.73 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $214k | NEW | 2.2k | 96.58 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $212k | NEW | 3.6k | 59.69 |
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| Lowe's Companies (LOW) | 0.0 | $208k | 943.00 | 220.55 |
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| Fair Isaac Corporation (FICO) | 0.0 | $208k | NEW | 174.00 | 1194.78 |
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| Arista Networks Com Shs (ANET) | 0.0 | $207k | NEW | 1.2k | 169.88 |
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| Phillips 66 (PSX) | 0.0 | $206k | 1.2k | 169.03 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $206k | NEW | 616.00 | 334.68 |
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| First Watch Restaurant Groupco (FWRG) | 0.0 | $135k | 11k | 12.89 |
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| Fmc Corp Com New (FMC) | 0.0 | $115k | 10k | 11.50 |
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| Figs Cl A (FIGS) | 0.0 | $103k | 10k | 10.23 |
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| Vinci Compass Investments Lt Com Cl A (VINP) | 0.0 | $97k | 10k | 9.73 |
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| Direxion Shares Etf Trust Daily 500 1x Etf (SPDN) | 0.0 | $87k | -4% | 10k | 8.67 |
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| One Group Hospitality In (STKS) | 0.0 | $60k | 30k | 2.01 |
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| Kopin Corporation (KOPN) | 0.0 | $45k | NEW | 10k | 4.48 |
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| Angel Studios Cl A Com (ANGX) | 0.0 | $37k | 10k | 3.67 |
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| Selectquote Ord (SLQT) | 0.0 | $29k | +40% | 35k | 0.84 |
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| Loandepot Com Cl A (LDI) | 0.0 | $19k | 15k | 1.25 |
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| Hyperscale Data Com Shs (GPUS) | 0.0 | $2.8k | NEW | 20k | 0.14 |
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Past Filings by Capstone Financial Advisors
SEC 13F filings are viewable for Capstone Financial Advisors going back to 2013
- Capstone Financial Advisors 2026 Q2 filed Aug. 14, 2026
- Capstone Financial Advisors 2026 Q1 filed May 15, 2026
- Capstone Financial Advisors 2025 Q4 filed Feb. 17, 2026
- Capstone Financial Advisors 2025 Q3 filed Nov. 14, 2025
- Capstone Financial Advisors 2025 Q2 filed Aug. 8, 2025
- Capstone Financial Advisors 2025 Q1 filed May 9, 2025
- Capstone Financial Advisors 2024 Q4 filed Feb. 14, 2025
- Capstone Financial Advisors 2024 Q3 filed Nov. 14, 2024
- Capstone Financial Advisors 2024 Q2 filed Aug. 13, 2024
- Capstone Financial Advisors 2024 Q1 filed May 14, 2024
- Capstone Financial Advisors 2023 Q3 filed Nov. 13, 2023
- Capstone Financial Advisors 2023 Q2 filed Aug. 15, 2023
- Capstone Financial Advisors 2023 Q1 filed May 12, 2023
- Capstone Financial Advisors 2022 Q4 filed Feb. 15, 2023
- Capstone Financial Advisors 2022 Q3 filed Nov. 15, 2022
- Capstone Financial Advisors 2022 Q2 filed Sept. 2, 2022