Kapstone Financial Advisors LLC - Portfolio overview

Kapstone Financial Advisors LLC has 166 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 18.77%
2. AAPL - APPLE INC, 7.74%
3. HDV - ISHARES TR, 6.51%

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

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