§ 13F · FUND PROFILE
Kapstone Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $212M (13F)Positions · 122Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13M 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 APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 60K | $39M | 19.0% | +2% |
| 2 | AAPL | APPLE INC | 63K | $16M | 7.9% | −24% |
| 3 | HDV | ISHARES TR | 99K | $13M | 6.6% | ±0% |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | 41K | $6M | 2.9% | +4% |
| 5 | IVW | ISHARES TR | 47K | $5M | 2.6% | +3% |
| 6 | META | META PLATFORMS INC | 8K | $5M | 2.4% | ±0% |
| 7 | PG | PROCTER & GAMBLE CO | 32K | $5M | 2.3% | +5% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 29K | $4M | 2.1% | ±0% |
| 9 | GOOGL | ALPHABET INC | 15K | $4M | 2.1% | −6% |
| 10 | MSFT | MICROSOFT CORP | 11K | $4M | 2.0% | +5% |
§ 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 $212 million in assets. The fund runs a portfolio of 122 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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