Capstone Financial Advisors, Inc.

Q4 2025 13F Holdings

  • Location
    downers grove, IL
  • Num holdings

    186

  • Value ($000)

    $1,878,196

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001599217
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$321.13M
17 %

957,838

IWB

ISHARES TR

RUS 1000 ETF
$242.37M
13 %

649,033

DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$216.97M
12 %

5,480,371

NFRA

FLEXSHARES TR

STOXX GLOBR INF
$138.57M
7 %

2,290,009

BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$130.81M
7 %

1,765,970

---

VANGUARD STAR FDS

VG TL INTL STK F
$86.47M
5 %

1,146,159

IXUS

ISHARES TR

CORE MSCI TOTAL
$77.63M
4 %

917,126

DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$68.43M
4 %

2,090,889

MCD

MCDONALDS CORP

COM
$60.53M
3 %

198,057

IWF

ISHARES TR

RUS 1000 GRW ETF
$54.28M
3 %

114,689

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