13F Insight
DOSSIER · 13F-HR · Q2 2026

Capstone Financial Advisors, Inc.

$2.1B in tracked AUM across 192 positions as of Q2 2026.

CF
CIK 0001599217 · last filed Jun 30, 2026
Total AUM
$2.1B
as of Q2 2026
Holdings
192
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Capstone Financial Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$366M989K17.8%02
IWB
ISHARES TR
$261M637K12.7%03
DFAC
DIMENSIONAL ETF TRUST
$246M5.5M12.0%04
NFRA
FLEXSHARES TR
$151M2.4M7.3%05
BND
VANGUARD BD INDEX FDS
$135M1.8M6.6%06
VXUS
VANGUARD STAR FDS
$99M1.2M4.8%07
IXUS
ISHARES TR
$87M911K4.2%08
DFAX
DIMENSIONAL ETF TRUST
$75M2.0M3.7%09
IWF
ISHARES TR
$57M457K2.8%10
BNDX
VANGUARD CHARLOTTE FDS
$54M1.1M2.7%

Filing history

2026Q2Jun 30
$2.1B▲ 10.5%
192 positionsView →2026Q1Mar 31
$1.9B▼ 1.1%
187 positionsView →2025Q4Dec 31
$1.9B▲ 1.8%
186 positionsView →2025Q3Sep 30
$1.8B▲ 7.0%
184 positionsView →2025Q2Jun 30
$1.7B▲ 8.3%
178 positionsLocked2025Q1Mar 31
$1.6B▼ 1.6%
158 positionsLocked2024Q4Dec 31
$1.6B▼ 0.4%
157 positionsLocked2024Q3Sep 30
$1.6B▲ 7.3%
158 positionsLocked2024Q2Jun 30
$1.5B▲ 1.8%
158 positionsLocked2024Q1Mar 31
$1.5B▲ 6.6%
151 positionsLocked2023Q4Dec 31
$1.4B▲ 10.2%
151 positionsLocked2023Q3Sep 30
$1.3B▼ 4.7%
146 positionsLocked
Showing 12 of 47