Capstone Financial Advisors
$1.9B Assets Reported
200 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 969,374 | $311M | 16.8% |
| IWB | ISHARES TR | 646,320 | $230M | 12.4% |
| DFAC | DIMENSIONAL ETF TRUST | 5,546,947 | $216M | 11.6% |
| NFRA | FLEXSHARES TR | 2,304,218 | $147M | 7.9% |
| BND | VANGUARD BD INDEX FDS | 1,771,936 | $130M | 7.0% |
| VXUS | VANGUARD STAR FDS | 1,149,849 | $89M | 4.8% |
| IXUS | ISHARES TR | 906,322 | $79M | 4.2% |
| DFAX | DIMENSIONAL ETF TRUST | 2,065,674 | $70M | 3.8% |
| MCD | MCDONALDS CORP | 195,614 | $61M | 3.3% |
| BNDX | VANGUARD CHARLOTTE FDS | 1,092,406 | $52M | 2.8% |
Track Capstone Financial Advisors's 13F portfolio: $1.9B in reported holdings, 200 positions. Top holdings, AUM, and quarterly changes on SentiSense.