StockDriftsStockDriftsTop 50 Kapstone Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.23% | 61.3K | $45.9M | +3.07%(+1.82K) | $466.67(+66.91%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.51% | 62.0K | $17.9M | -1.91%(-1.20K) | $134.51(+127.03%) | 2026-06-30 | |
| HDV | ISHARES TR | 5.72% | 498.7K | $13.7M | +0.42%(+2.11K) | $19.70(+48.93%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.1% | 53.8K | $7.4M | +15.42%(+7.18K) | $82.91(+70.82%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.3% | 7.5K | $5.5M | +4.22%(+302) | $431.96(+69.58%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.22% | 14.8K | $5.3M | -1.33%(-200) | $92.92(+270.99%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 2.08% | 33.9K | $5.0M | +5.49%(+1.77K) | $140.16(+2.19%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.08% | 42.6K | $5.0M | +4.74%(+1.93K) | $36.35(+378.35%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 1.93% | 29.2K | $4.6M | -1.11%(-326) | $102.13(+62.80%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.91% | 8.1K | $4.6M | -4.34%(-368) | $142.43(+307.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.98% | +68.43% | — | — | +88.69% |
| Top 20 Holdings Unweighted | +22.52% | +83.90% | — | — | +106.08% |
Kapstone Financial Advisors LLC reports $238.85M in US-listed equity holdings across 175 positions in its most recent 13F filing. Its largest disclosed positions are IVV (19.2%), AAPL (7.5%) and HDV (5.7%). The top 20 holdings account for 62.27% of reported assets. Its disclosed equity book has returned +68.43% 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 Kapstone Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966087). View Kapstone Financial Advisors LLC’s 13F filings on SEC