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

Capstone Financial Advisors, Inc.

$1.9B in tracked AUM across 187 positions as of Q1 2026.

CF
CIK 0001599217 · last filed Mar 31, 2026
Total AUM
$1.9B
as of Q1 2026
Holdings
187
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$1.3B▲ 5.2%
147 positionsLocked
Showing 12 of 46