§ 13F · FUND PROFILE
Kapstone Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $200.5T (13F)Positions · 120Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.5T 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 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 58K | $39.8T | 19.8% | +2% |
| 2 | AAPL | APPLE INC | 83K | $22.7T | 11.3% | −1% |
| 3 | HDV | ISHARES TR | 99K | $12.1T | 6.0% | −1% |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | 39K | $7.0T | 3.5% | −2% |
| 5 | META | META PLATFORMS INC | 8K | $5.6T | 2.8% | +1% |
| 6 | IVW | ISHARES TR | 45K | $5.6T | 2.8% | +2% |
| 7 | MSFT | MICROSOFT CORP | 11K | $5.2T | 2.6% | +3% |
| 8 | GOOGL | ALPHABET INC | 16K | $5.0T | 2.5% | ±0% |
| 9 | PG | PROCTER AND GAMBLE CO | 31K | $4.4T | 2.2% | −2% |
| 10 | QQQ | INVESCO QQQ TR | 7K | $4.3T | 2.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KAPSTONE SIGNAL
AC read
Kapstone Financial Advisors LLC is a Other fund managing $200535.5 trillion in assets. The fund runs a portfolio of 120 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 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