Kapstone Financial Advisors LLC — 13F holdings

Kapstone Financial Advisors LLC reported 175 holdings worth $239M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. IVV ISHARES TR — $45.9M (19.2%)
  2. AAPL APPLE INC — $17.9M (7.5%)
  3. HDV ISHARES TR — $13.7M (5.7%)
  4. IVW ISHARES TR — $7.39M (3.1%)
  5. QQQ Invesco Qqq Tr — $5.49M (2.3%)
  6. GOOGL ALPHABET INC — $5.29M (2.2%)
  7. PG Procter And Gamble Co — $4.98M (2.1%)
  8. PLTR PALANTIR TECHNOLOGIES INC — $4.97M (2.1%)
  9. VYM VANGUARD WHITEHALL FDS — $4.61M (1.9%)
  10. META META PLATFORMS INC — $4.57M (1.9%)