Capstone Financial Advisors
$2.1B 13F equity value
207 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Capstone Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 988,799 | $366M | 17.8% |
| IWB | ISHARES TR | 637,495 | $261M | 12.7% |
| DFAC | DIMENSIONAL ETF TRUST | 5,543,948 | $246M | 12.0% |
| NFRA | FLEXSHARES TR | 2,350,358 | $151M | 7.3% |
| BND | VANGUARD BD INDEX FDS | 1,832,708 | $135M | 6.6% |
| VXUS | VANGUARD STAR FDS | 1,153,621 | $99M | 4.8% |
| IXUS | ISHARES TR | 911,328 | $87M | 4.2% |
| DFAX | DIMENSIONAL ETF TRUST | 2,043,404 | $75M | 3.7% |
| IWF | ISHARES TR | 457,245 | $57M | 2.8% |
| BNDX | VANGUARD CHARLOTTE FDS | 1,124,674 | $54M | 2.7% |
Track Capstone Financial Advisors's 13F portfolio: $2.1B in reported holdings, 207 positions. Top holdings and quarterly changes on SentiSense.
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