CIK 1966087
Kapstone Financial Advisors LLC
Institutional 13F holdings & portfolio
Holdings
133
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 133
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 58K | $1M+ | SH |
| AAPL | APPLE INC | 83K | $1M+ | SH |
| HDV | ISHARES TR | 99K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 39K | $1M+ | SH |
| META | META PLATFORMS INC | 8K | $1M+ | SH |
| IVW | ISHARES TR | 45K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 11K | $1M+ | SH |
| GOOGL | ALPHABET INC | 16K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 31K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 7K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 29K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 20K | $1M+ | SH |
| IWF | ISHARES TR | 7K | $1M+ | SH |
| ABBV | ABBVIE INC | 14K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| GOOG | ALPHABET INC | 10K | $1M+ | SH |
| DVY | ISHARES TR | 21K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 9K | $1M+ | SH |
| MSTR | STRATEGY INC | 17K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 14K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 41K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 21K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| DGRO | ISHARES TR | 24K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 7K | $1M+ | SH |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 41K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 12K | $1M+ | SH |
| LCNB | LCNB CORP | 86K | $1M+ | SH |
| CSCO | CISCO SYS INC | 16K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 14K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 6K | $1M+ | SH |
| V | VISA INC | 3K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 15K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $500K+ | SH |
| MRK | MERCK & CO INC | 9K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 15K | $500K+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 11K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 7K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 5K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 3K | $500K+ | SH |
| PAYX | PAYCHEX INC | 7K | $500K+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 17K | $500K+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 1K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| VMC | VULCAN MATLS CO | 3K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 40K | $500K+ | SH |
| CSX | CSX CORP | 19K | $500K+ | SH |