Capstone Financial Advisors, Inc. - Portfolio overview

Capstone Financial Advisors, Inc. has 209 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 16.69%
2. IWB - ISHARES TR, 12.37%
3. DFAC - DIMENSIONAL ETF TRUST, 11.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.