Kapstone Financial Advisors LLC
Kapstone Financial Advisors LLC reported 175 positions worth $238.8M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (19.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $45.9M | 19.23% | 61,329 | — | — | |
| ▸ 2 | AAPL | SH | $17.9M | 7.51% | 61,991 | — | — | |
| ▸ 3 | HDV | SH | $13.7M | 5.72% | 498,717 | — | — | |
| ▸ 4 | IVW | SH | $7.4M | 3.10% | 53,760 | — | — | |
| ▸ 5 | QQQ | SH | $5.5M | 2.30% | 7,460 | — | — | |
| ▸ 6 | GOOGL | SH | $5.3M | 2.22% | 14,812 | — | — | |
| ▸ 7 | PG | SH | $5.0M | 2.08% | 33,936 | — | — | |
| ▸ 8 | PLTR | SH | $5.0M | 2.08% | 42,616 | — | — | |
| ▸ 9 | VYM | SH | $4.6M | 1.93% | 29,163 | — | — | |
| ▸ 10 | META | SH | $4.6M | 1.91% | 8,110 | — | — |
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Frequently Asked Questions
What stocks does Kapstone Financial Advisors LLC hold as of Q2 2026?
Kapstone Financial Advisors LLC reported 175 positions worth $238.8M in its Q2 2026 13F filing. Largest positions: IVV (19.2%), AAPL (7.5%), HDV (5.7%), IVW (3.1%) and QQQ (2.3%).
What did Kapstone Financial Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Kapstone Financial Advisors LLC 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.