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 101–133 of 133
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| FPX | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| HQL | ABRDN LIFE SCIENCES INVESTOR | 14K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | 15K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 635 | $100K–$500K | SH |
| QQQI | NEOS ETF TRUST | 4K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 2K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 416 | $100K–$500K | SH |
| UNP | UNION PAC CORP | 930 | $100K–$500K | SH |
| DOCU | DOCUSIGN INC | 3K | $100K–$500K | SH |
| XYLD | GLOBAL X FDS | 5K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 352 | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 1K | $100K–$500K | SH |
| NUE | NUCOR CORP | 1K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 2K | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| IYY | ISHARES TR | 1K | $100K–$500K | SH |
| BUZZ | VANECK ETF TRUST | 6K | $100K–$500K | SH |
| CRWV | COREWEAVE INC | 3K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 2K | $100K–$500K | SH |
| THW | ABRDN WORLD HEALTHCARE FUND | 15K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC | 10K | $100K–$500K | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 11K | $100K–$500K | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- | 11K | $100K–$500K | SH |
| GAB | GABELLI EQUITY TR INC | 24K | $100K–$500K | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 10K | $100K–$500K | SH |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND | 13K | $100K–$500K | SH |
| USA | LIBERTY ALL STAR EQUITY FD | 20K | $100K–$500K | SH |
| ASG | LIBERTY ALL-STAR GROWTH FD I | 19K | $50K–$100K | SH |
| NPWR | NET POWER INC | 17K | $15K–$50K | SH |