Capstone Financial Advisors, Inc.
Q3 2025 13F Holdings
- Locationdowners grove, IL
- Num holdings
184
- Value ($000)
$1,845,130
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001599217
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $310.12 M | 17 % | 944,996 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $239.18 M | 13 % | 654,417 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $207.57 M | 11 % | 5,381,765 | ||
NFRA FLEXSHARES TR | STOXX GLOBR INF | 33939L795 | $135.50 M | 7 % | 2,153,565 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $128.36 M | 7 % | 1,725,971 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $84.20 M | 5 % | 1,146,203 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $75.70 M | 4 % | 916,702 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $65.67 M | 4 % | 2,092,625 | ||
MCD MCDONALDS CORP | COM | 580135101 | $60.92 M | 3 % | 200,454 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $53.79 M | 3 % | 114,828 |
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