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United Homes Group shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of United Homes Group (UHG) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in United Homes Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Homes Group by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $16k 10k 1.56

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 United Homes Group

Fidelity National Financial
Cetera Investment Advisers
Stonebridge Wealth Management
Vanguard Group
Geode Capital Management
Citadel Advisors
Stoneridge Investment Partners
Millennium Management
Northern Trust
Jane Street
Bridgeway Capital Management
XTX Topco
BlackRock
AQR Capital Management
Two Sigma Securities

View all funds holding United Homes Group