Capstone Financial Advisors, Inc.

Est. AUM

$1.86B

13F long equity, this entity only

Positions

187

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$311.0M	969374	16.74%	SOLE
2	ISHARES TR	RUS 1000 ETF	$230.5M	646320	12.41%	SOLE
3	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$215.6M	5546947	11.61%	SOLE
4	FLEXSHARES TR	STOXX GLOBR INF	$147.4M	2304218	7.93%	SOLE
5	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$130.5M	1771936	7.03%	SOLE
6	VANGUARD STAR FDS	VG TL INTL STK F	$88.7M	1149849	4.77%	SOLE
7	ISHARES TR	CORE MSCI TOTAL	$78.5M	906322	4.23%	SOLE
8	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$70.2M	2065674	3.78%	SOLE
9	MCDONALDS CORP	COM	$60.4M	194414	3.25%	SOLE
10	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$52.5M	1092406	2.83%	SOLE
11	ISHARES TR	RUS 1000 GRW ETF	$48.9M	114564	2.63%	SOLE
12	FLEXSHARES TR	M STAR DEV MKT	$43.1M	458202	2.32%	SOLE
13	FLEXSHARES TR	MORNSTAR USMKT	$39.5M	163533	2.13%	SOLE
14	APPLE INC	COM	$36.0M	142016	1.94%	SOLE
15	ISHARES TR	CORE S&P TTL STK	$31.1M	218187	1.67%	SOLE
16	ISHARES TR	GLOBAL REIT ETF	$21.4M	850332	1.15%	SOLE
17	JPMORGAN CHASE & CO	COM	$19.4M	66013	1.05%	SOLE
18	NVIDIA CORPORATION	COM	$17.8M	101971	0.96%	SOLE
19	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$13.9M	316505	0.75%	SOLE
20	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$9.4M	15178	0.50%	SOLE
21	ISHARES TR	RUSSELL 2000 ETF	$8.7M	35073	0.47%	SOLE
22	ISHARES TR	CORE US AGGBD ET	$8.5M	85793	0.46%	SOLE
23	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.4M	39283	0.45%	SOLE
24	VANGUARD MUN BD FDS	TAX EXEMPT BD	$8.3M	165934	0.45%	SOLE
25	AMAZON COM INC	COM	$8.1M	38913	0.44%	SOLE
26	ISHARES TR	GLB INFRASTR ETF	$7.5M	111550	0.40%	SOLE
27	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$6.7M	22670	0.36%	SOLE
28	ISHARES TR	CORE INTL AGGR	$6.2M	124794	0.34%	SOLE
29	MICROSOFT CORP	COM	$6.0M	16209	0.32%	SOLE
30	CME GROUP INC	COM	$5.4M	18117	0.29%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL A	$5.0M	7	0.27%	SOLE
32	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$4.9M	49175	0.27%	SOLE
33	COSTCO WHOLESALE CORPORATION	COM	$4.0M	4013	0.22%	SOLE
34	CBOE GLOBAL MKTS INC	COM	$3.1M	11100	0.17%	SOLE
35	SPDR INDEX SHS FDS	STATE STREET SPD	$3.0M	66212	0.16%	SOLE
36	ALPHABET INC	CAP STK CL A	$2.8M	9578	0.15%	SOLE
37	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.7M	4123	0.14%	SOLE
38	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.7M	58935	0.14%	SOLE
39	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.6M	66178	0.14%	SOLE
40	TRI CONTL CORP	COM	$2.4M	75513	0.13%	SOLE
41	EXXON MOBIL CORP	COM	$2.2M	13251	0.12%	SOLE
42	QUALCOMM INC	COM	$2.2M	17037	0.12%	SOLE
43	WALMART INC	COM	$2.1M	17240	0.12%	SOLE
44	EATON CORP PLC	SHS	$1.9M	5448	0.10%	SOLE
45	INVESCO QQQ TR	UNIT SER 1	$1.9M	3355	0.10%	SOLE
46	CATERPILLAR INC	COM	$1.9M	2663	0.10%	SOLE
47	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	3057	0.10%	SOLE
48	META PLATFORMS INC	CL A	$1.7M	3027	0.09%	SOLE
49	ISHARES TR	NATIONAL MUN ETF	$1.7M	16175	0.09%	SOLE
50	STRATEGY INC	CL A NEW	$1.6M	13224	0.09%	SOLE

1–50 of 187

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.