13F Insight
DOSSIER · 13F-HR · Q1 2026

Capstone Financial Advisors, Inc.

Capstone Financial's hedge fund based in Stamford, CT — $1.9B in tracked AUM across 187 positions as of Q1 2026.

CF
Capstone Financial·Stamford, CT·Hedge Fund
CIK 0001599217 · last filed Mar 31, 2026
Total AUM
$1.9B
▲ 6.3%
vs prior
Holdings
187
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Financials
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Capstone Financial Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$311M969K16.7%
02
IWB
ISHARES TR
$230M646K12.4%
03
DFAC
DIMENSIONAL ETF TRUST
$216M5.5M11.6%
04
NFRA
FLEXSHARES TR
$147M2.3M7.9%
05
BND
VANGUARD BD INDEX FDS
$130M1.8M7.0%
06
VXUS
VANGUARD STAR FDS
$89M1.1M4.8%
07
IXUS
ISHARES TR
$79M906K4.2%
08
DFAX
DIMENSIONAL ETF TRUST
$70M2.1M3.8%
09
MCD
MCDONALDS CORP
$61M196K3.3%
10
BNDX
VANGUARD CHARLOTTE FDS
$52M1.1M2.8%

Filing history

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