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

Kapstone Financial Advisors LLC

$204M in tracked AUM across 154 positions as of Q1 2026.

KF
CIK 0001966087 · last filed Mar 31, 2026
Total AUM
$204M
as of Q1 2026
Holdings
154
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Kapstone Financial Advisors LLC 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
IVV
ISHARES TR
$39M60K19.0%02
AAPL
APPLE INC
$16M63K7.9%03
HDV
ISHARES TR
$13M99K6.6%04
PLTR
PALANTIR TECHNOLOGIES INC
$6M41K2.9%05
IVW
ISHARES TR
$5M47K2.6%06
META
META PLATFORMS INC
$5M8K2.4%07
PG
PROCTER & GAMBLE CO
$5M32K2.3%08
VYM
VANGUARD WHITEHALL FDS
$4M29K2.1%09
GOOGL
ALPHABET INC
$4M15K2.1%10
MSFT
MICROSOFT CORP
$4M11K2.0%

Filing history

2026Q1Mar 31
$204M▲ 1.5%
154 positionsView →2025Q4Dec 31
$201M▼ 5.2%
133 positionsView →2025Q3Sep 30
$212M▲ 5.9%
122 positionsView →2025Q2Jun 30
$201M▲ 13.4%
120 positionsLocked2025Q1Mar 31
$177M▼ 5.7%
112 positionsLocked2024Q4Dec 31
$187M▲ 13.6%
114 positionsLocked2024Q3Sep 30
$165M▲ 8.1%
108 positionsLocked2024Q2Jun 30
$153M▲ 3.8%
108 positionsLocked2024Q1Mar 31
$147M▲ 15.2%
102 positionsLocked2023Q4Dec 31
$128M▲ 14.9%
97 positionsLocked2023Q3Sep 30
$111M▼ 8.1%
91 positionsLocked2023Q2Jun 30
$121M▲ 8.9%
100 positionsLocked
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