StockDriftsStockDriftsTop 50 Capstone Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 17.83% | 988.8K | $365.9M | +2.00%(+19.43K) | $191.70(+99.98%) | 2026-06-30 | |
| IWB | ISHARES TR | 12.72% | 637.5K | $261.1M | -1.37%(-8.82K) | $163.52(+159.78%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 11.98% | 5.54M | $245.9M | -0.05%(-3.00K) | $27.08(+70.05%) | 2026-06-30 | |
| NFRA | FLEXSHARES TR | 7.34% | 2.35M | $150.7M | +2.00%(+46.14K) | $53.10(+24.44%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 6.56% | 1.83M | $134.5M | +3.43%(+60.77K) | $78.17(-7.57%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 4.81% | 1.15M | $98.6M | +0.33%(+3.77K) | $57.42(+53.48%) | 2026-06-30 | |
| IXUS | ISHARES TR | 4.24% | 911.3K | $87.0M | +0.55%(+5.01K) | $62.60(+57.28%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.67% | 2.04M | $75.3M | -1.08%(-22.27K) | $23.45(+62.66%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.77% | 457.2K | $56.8M | -0.22%(-1.01K) | $29.48(+318.63%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.65% | 1.12M | $54.5M | +2.95%(+32.27K) | $53.04(-10.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.70% | +46.99% | +7.15% | +41.21% |
| Top 20 Holdings Unweighted | +13.40% | +45.83% | +6.94% | +39.88% |
Capstone Financial Advisors INC reports $2.05B in US-listed equity holdings across 191 positions in its most recent 13F filing. Its largest disclosed positions are VTI (17.8%), IWB (12.7%) and DFAC (12.0%). The top 20 holdings account for 89.55% of reported assets. Its disclosed equity book has returned +46.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Capstone Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599217). View Capstone Financial Advisors INC’s 13F filings on SEC