Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capstone Financial Advisors, Inc. (CIK 1599217) reported $1.86B across 182 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($311.0M, 16.74%), IWB ($230.5M, 12.41%), DFAC ($215.6M, 11.61%), NFRA ($147.4M, 7.93%), BND ($130.5M, 7.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $311.0M | 16.74% | 969,374 | Added |
| 2 | IWB | ISHARES TR | $230.5M | 12.41% | 646,320 | Trimmed |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $215.6M | 11.61% | 5.5M | Added |
| 4 | NFRA | FLEXSHARES TR | $147.4M | 7.93% | 2.3M | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $130.5M | 7.03% | 1.8M | Added |
| 6 | VXUS | VANGUARD STAR FDS | $88.7M | 4.77% | 1.1M | Added |
| 7 | IXUS | ISHARES TR | $78.5M | 4.23% | 906,322 | Trimmed |
| 8 | DFAX | DIMENSIONAL ETF TRUST | $70.2M | 3.78% | 2.1M | Trimmed |
| 9 | MCD | MCDONALDS CORP | $60.8M | 3.27% | 195,614 | Trimmed |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $52.5M | 2.83% | 1.1M | Trimmed |
| 11 | IWF | ISHARES TR | $48.9M | 2.63% | 114,564 | Trimmed |
| 12 | TLTD | FLEXSHARES TR | $43.1M | 2.32% | 458,202 | Trimmed |
| 13 | TILT | FLEXSHARES TR | $39.5M | 2.13% | 163,533 | Trimmed |
| 14 | AAPL | APPLE INC | $36.0M | 1.94% | 142,016 | Trimmed |
| 15 | ITOT | ISHARES TR | $31.1M | 1.67% | 218,187 | Added |
| 16 | REET | ISHARES TR | $21.4M | 1.15% | 850,332 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $19.4M | 1.05% | 66,013 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $17.8M | 0.96% | 101,971 | Added |
| 19 | AVRE | AMERICAN CENTY ETF TR | $13.9M | 0.75% | 316,505 | Trimmed |
| 20 | MDY | STATE STR SPDR S&P MIDCAP 40 | $9.4M | 0.50% | 15,178 | Trimmed |
| 21 | IWM | ISHARES TR | $8.7M | 0.47% | 35,073 | Trimmed |
| 22 | AGG | ISHARES TR | $8.5M | 0.46% | 85,793 | Trimmed |
| 23 | VTEB | VANGUARD MUN BD FDS | $8.3M | 0.45% | 165,934 | Added |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $8.4M | 0.45% | 39,283 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $8.1M | 0.44% | 38,913 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31