Capstone Financial Advisors, Inc.
Capstone Financial Advisors, Inc. reported 192 positions worth $2.05B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VTI (17.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $365.9M | 17.82% | 988,799 | — | — | |
| ▸ 2 | IWB | SH | $261.1M | 12.72% | 637,495 | — | — | |
| ▸ 3 | DFAC | SH | $245.9M | 11.98% | 5,543,948 | — | — | |
| ▸ 4 | NFRA | SH | $150.7M | 7.34% | 2,350,358 | — | — | |
| ▸ 5 | BND | SH | $134.5M | 6.55% | 1,832,708 | — | — | |
| ▸ 6 | VXUS | SH | $98.6M | 4.80% | 1,153,621 | — | — | |
| ▸ 7 | IXUS | SH | $87.0M | 4.24% | 911,328 | — | — | |
| ▸ 8 | DFAX | SH | $75.3M | 3.67% | 2,043,404 | — | — | |
| ▸ 9 | IWF | SH | $56.8M | 2.77% | 457,245 | — | — | |
| ▸ 10 | BNDX | SH | $54.5M | 2.65% | 1,124,674 | — | — |
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Frequently Asked Questions
What stocks does Capstone Financial Advisors, Inc. hold as of Q2 2026?
Capstone Financial Advisors, Inc. reported 192 positions worth $2.05B in its Q2 2026 13F filing. Largest positions: VTI (17.8%), IWB (12.7%), DFAC (12.0%), NFRA (7.3%) and BND (6.6%).
What did Capstone Financial Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capstone Financial Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.