Capstone Financial Advisors, Inc.
Q4 2025 13F Holdings
- Locationdowners grove, IL
- Num holdings
186
- Value ($000)
$1,878,196
- Date Filed02/17/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $321.13M | 17 % | 957,838 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | $242.37M | 13 % | 649,033 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $216.97M | 12 % | 5,480,371 | ||
FLEXSHARES TR | STOXX GLOBR INF | 33939L795 | $138.57M | 7 % | 2,290,009 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $130.81M | 7 % | 1,765,970 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $86.47M | 5 % | 1,146,159 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | $77.63M | 4 % | 917,126 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $68.43M | 4 % | 2,090,889 | ||
MCDONALDS CORP | COM | 580135101 | $60.53M | 3 % | 198,057 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $54.28M | 3 % | 114,689 |
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