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

Kapstone Financial Advisors LLC

$239M in tracked AUM across 175 positions as of Q2 2026.

KF
CIK 0001966087 · last filed Jun 30, 2026
Total AUM
$239M
as of Q2 2026
Holdings
175
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Kapstone Financial Advisors LLC 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
IVV
ISHARES TR
$46M61K19.2%02
AAPL
APPLE INC
$18M62K7.5%03
HDV
ISHARES TR
$14M499K5.7%04
IVW
ISHARES TR
$7M54K3.1%05
QQQ
INVESCO QQQ TR
$5M7K2.3%06
GOOGL
ALPHABET INC
$5M15K2.2%07
PG
PROCTER & GAMBLE CO
$5M34K2.1%08
PLTR
PALANTIR TECHNOLOGIES INC
$5M43K2.1%09
VYM
VANGUARD WHITEHALL FDS
$5M29K1.9%10
META
META PLATFORMS INC
$5M8K1.9%

Filing history

2026Q2Jun 30
$239M▲ 17.0%
175 positionsView →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 positionsLocked
Showing 12 of 15