StockDriftsStockDriftsTop 50 Kapstone Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.04% | 59.5K | $38.9M | +2.35%(+1.36K) | $459.76(+62.20%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.86% | 63.2K | $16.0M | -24.25%(-20.23K) | $134.51(+122.19%) | 2026-03-31 | |
| HDV | ISHARES TR | 6.6% | 99.3K | $13.5M | +0.07%(+65) | $19.67(+38.19%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.92% | 40.7K | $6.0M | +3.53%(+1.39K) | $32.05(+305.81%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.58% | 46.6K | $5.3M | +2.76%(+1.25K) | $76.71(+78.92%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.38% | 8.5K | $4.9M | +0.00%(+0) | $142.43(+332.95%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 2.28% | 32.2K | $4.6M | +5.19%(+1.59K) | $139.85(+1.71%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.14% | 29.5K | $4.4M | +0.32%(+94) | $102.13(+52.39%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.11% | 15.0K | $4.3M | -5.98%(-955) | $92.92(+333.31%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.05% | 11.3K | $4.2M | +5.06%(+544) | $282.79(+43.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.49% | +58.06% |
| Top 20 Holdings Unweighted | +21.65% | +80.01% |
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