Kapstone Financial Advisors LLC: 13F holdings
CIK 19660872026Q2
| Positions | 175 |
|---|---|
| Reported value | $238.8m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 61,329 | $45.9m | 19.2% |
| AAPL APPLE INC | 61,991 | $17.9m | 7.5% |
| HDV ISHARES TR | 498,717 | $13.7m | 5.7% |
| IWF ISHARES TR | 53,760 | $7.4m | 3.1% |
| QQQ INVESCO QQQ TR | 7,460 | $5.5m | 2.3% |
| GOOGL ALPHABET INC | 14,812 | $5.3m | 2.2% |
| PG PROCTER & GAMBLE CO | 33,936 | $5.0m | 2.1% |
| PLTR PALANTIR TECHNOLOGIES INC | 42,616 | $5.0m | 2.1% |
| VYM VANGUARD WHITEHALL FDS | 29,163 | $4.6m | 1.9% |
| META META PLATFORMS INC | 8,110 | $4.6m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1966087")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.