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.
Kapstone Financial Advisors LLC (CIK 1966087) reported $204.1M across 154 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($38.9M, 19.04%), AAPL ($16.0M, 7.86%), HDV ($13.5M, 6.60%), PLTR ($6.0M, 2.92%), IVW ($5.3M, 2.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $38.9M | 19.04% | 59,504 | Added |
| 2 | AAPL | APPLE INC | $16.0M | 7.86% | 63,195 | Trimmed |
| 3 | HDV | ISHARES TR | $13.5M | 6.60% | 99,322 | Added |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | $6.0M | 2.92% | 40,689 | Added |
| 5 | IVW | ISHARES TR | $5.3M | 2.58% | 46,579 | Added |
| 6 | META | META PLATFORMS INC | $4.9M | 2.38% | 8,478 | Hold |
| 7 | PG | PROCTER & GAMBLE CO | $4.6M | 2.28% | 32,170 | Added |
| 8 | VYM | VANGUARD WHITEHALL FDS | $4.4M | 2.14% | 29,489 | Added |
| 9 | GOOGL | ALPHABET INC | $4.3M | 2.11% | 15,012 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $4.2M | 2.05% | 11,298 | Added |
| 11 | QQQ | INVESCO QQQ TR | $4.1M | 2.02% | 7,158 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $3.5M | 1.73% | 20,294 | Added |
| 13 | DVY | ISHARES TR | $3.2M | 1.57% | 21,145 | Added |
| 14 | IWF | ISHARES TR | $3.1M | 1.53% | 7,333 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.0M | 1.47% | 6,267 | Added |
| 16 | ABBV | ABBVIE INC | $3.0M | 1.45% | 13,622 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $2.7M | 1.32% | 9,150 | Added |
| 18 | GOOG | ALPHABET INC | $2.7M | 1.31% | 9,339 | Trimmed |
| 19 | IBIT | ISHARES BITCOIN TRUST ETF | $2.3M | 1.14% | 60,413 | Added |
| 20 | XOM | EXXON MOBIL CORP | $2.2M | 1.06% | 12,814 | Added |
| 21 | MSTR | STRATEGY INC | $2.1M | 1.01% | 16,500 | Trimmed |
| 22 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.0M | 0.96% | 21,140 | Added |
| 23 | AMZN | AMAZON COM INC | $1.9M | 0.92% | 9,058 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $1.8M | 0.90% | 7,477 | Added |
| 25 | CVX | CHEVRON CORPORATION | $1.8M | 0.90% | 8,880 | Added |
Source: SEC Form 13F filings · as of 2026-03-31