Universe · entity
Capstone Financial Advisors, Inc.
Institutional manager (13F) · CIK 1599217
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $311M | 969,374 |
| 2 | ISHARES TR | $230M | 646,320 |
| 3 | DIMENSIONAL ETF TRUST | $216M | 5,546,947 |
| 4 | FLEXSHARES TR | $147M | 2,304,218 |
| 5 | VANGUARD BD INDEX FDS | $130M | 1,771,936 |
| 6 | VANGUARD STAR FDS | $89M | 1,149,849 |
| 7 | ISHARES TR | $79M | 906,322 |
| 8 | DIMENSIONAL ETF TRUST | $70M | 2,065,674 |
| 9 | MCDONALDS CORP | $60M | 194,414 |
| 10 | VANGUARD CHARLOTTE FDS | $52M | 1,092,406 |
| 11 | ISHARES TR | $49M | 114,564 |
| 12 | FLEXSHARES TR | $43M | 458,202 |
| 13 | FLEXSHARES TR | $39M | 163,533 |
| 14 | APPLE INC | $36M | 142,016 |
| 15 | ISHARES TR | $31M | 218,187 |
| 16 | ISHARES TR | $21M | 850,332 |
| 17 | JPMORGAN CHASE & CO | $19M | 66,013 |
| 18 | NVIDIA CORPORATION | $18M | 101,971 |
| 19 | AMERICAN CENTY ETF TR | $14M | 316,505 |
| 20 | STATE STR SPDR S&P MIDCAP 40 | $9M | 15,178 |
| 21 | ISHARES TR | $9M | 35,073 |
| 22 | ISHARES TR | $9M | 85,793 |
| 23 | VANGUARD SPECIALIZED FUNDS | $8M | 39,283 |
| 24 | VANGUARD MUN BD FDS | $8M | 165,934 |
| 25 | AMAZON COM INC | $8M | 38,913 |
| 26 | ISHARES TR | $7M | 111,550 |
| 27 | VANGUARD SCOTTSDALE FDS | $7M | 22,670 |
| 28 | ISHARES TR | $6M | 124,794 |
| 29 | MICROSOFT CORP | $6M | 16,209 |
| 30 | CME GROUP INC | $5M | 18,117 |
| 31 | BERKSHIRE HATHAWAY INC DEL | $5M | 7 |
| 32 | VANGUARD SCOTTSDALE FDS | $5M | 49,175 |
| 33 | COSTCO WHOLESALE CORPORATION | $4M | 4,013 |
| 34 | CBOE GLOBAL MKTS INC | $3M | 11,100 |
| 35 | SPDR INDEX SHS FDS | $3M | 66,212 |
| 36 | ALPHABET INC | $3M | 9,578 |
| 37 | STATE STR SPDR S&P 500 ETF T | $3M | 4,123 |
| 38 | DIMENSIONAL ETF TRUST | $3M | 58,935 |
| 39 | DIMENSIONAL ETF TRUST | $3M | 66,178 |
| 40 | TRI CONTL CORP | $2M | 75,513 |
| 41 | EXXON MOBIL CORP | $2M | 13,251 |
| 42 | QUALCOMM INC | $2M | 17,037 |
| 43 | WALMART INC | $2M | 17,240 |
| 44 | EATON CORP PLC | $2M | 5,448 |
| 45 | INVESCO QQQ TR | $2M | 3,355 |
| 46 | CATERPILLAR INC | $2M | 2,663 |
| 47 | VANGUARD INDEX FDS | $2M | 3,057 |
| 48 | META PLATFORMS INC | $2M | 3,027 |
| 49 | ISHARES TR | $2M | 16,175 |
| 50 | STRATEGY INC | $2M | 13,224 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.