§ 13F · FUND PROFILE
Capstone Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 178Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 969K | $311M | 16.7% | +1% |
| 2 | IWB | ISHARES TR | 646K | $230M | 12.4% | ±0% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 5.55M | $216M | 11.6% | +1% |
| 4 | NFRA | FLEXSHARES TR | 2.30M | $147M | 7.9% | +1% |
| 5 | BND | VANGUARD BD INDEX FDS | 1.77M | $130M | 7.0% | ±0% |
| 6 | VXUS | VANGUARD STAR FDS | 1.15M | $89M | 4.8% | ±0% |
| 7 | IXUS | ISHARES TR | 906K | $79M | 4.2% | −1% |
| 8 | DFAX | DIMENSIONAL ETF TRUST | 2.07M | $70M | 3.8% | −1% |
| 9 | MCD | MCDONALDS CORP | 194K | $60M | 3.3% | −2% |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | 1.09M | $52M | 2.8% | −1% |
§ 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 $1.7 billion in assets. The fund runs a portfolio of 178 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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