§ 13F · FUND PROFILE
Capstone Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1725.1T (13F)Positions · 178Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1878.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 958K | $321.1T | 17.1% | NEW |
| 2 | IWB | ISHARES TR | 649K | $242.4T | 12.9% | NEW |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 5.48M | $217.0T | 11.6% | NEW |
| 4 | NFRA | FLEXSHARES TR | 2.29M | $138.6T | 7.4% | NEW |
| 5 | BND | VANGUARD BD INDEX FDS | 1.77M | $130.8T | 7.0% | NEW |
| 6 | VXUS | VANGUARD STAR FDS | 1.15M | $86.5T | 4.6% | NEW |
| 7 | IXUS | ISHARES TR | 917K | $77.6T | 4.1% | NEW |
| 8 | DFAX | DIMENSIONAL ETF TRUST | 2.09M | $68.4T | 3.6% | NEW |
| 9 | MCD | MCDONALDS CORP | 198K | $60.5T | 3.2% | NEW |
| 10 | IWF | ISHARES TR | 115K | $54.3T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPSTONE SIGNAL
AC read
Capstone Financial Advisors, Inc. is a Other fund managing $1725146.6 trillion in assets. The fund runs a portfolio of 178 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed