Capstone Financial Advisors, Inc.: 13F holdings
CIK 15992172026Q2
| Positions | 191 |
|---|
| Reported value | $2.1bn |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 191 (+6 vs prior quarter) |
|---|
| Reported value | $2.1bn (+10.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 988,799 | $365.9m | 17.8% |
| IWB ISHARES TR | 637,495 | $261.1m | 12.7% |
| DIMENSIONAL ETF TRUST | 5,543,948 | $245.9m | 12.0% |
| NFRA FLEXSHARES TR | 2,350,358 | $150.7m | 7.3% |
| BND VANGUARD BD INDEX FDS | 1,832,708 | $134.5m | 6.6% |
| VXUS VANGUARD STAR FDS | 1,153,621 | $98.6m | 4.8% |
| EWJ ISHARES TR | 911,328 | $87.0m | 4.2% |
| DFAX DIMENSIONAL ETF TRUST | 2,043,404 | $75.3m | 3.7% |
| IWF ISHARES TR | 457,245 | $56.8m | 2.8% |
| BNDX VANGUARD CHARLOTTE FDS | 1,124,674 | $54.5m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1599217")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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