Kapstone Financial Advisors LLC
Q3 2025 13F Holdings
- Locationlebanon, OH
- Num holdings
122
- Value ($000)
$212,289
- Date Filed11/07/2025
- Form type13F-HR
- CIK0001966087
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $38.01 M | 18 % | 56,790 | ||
MIGA STRATEGY INC | CL A NEW | 594972408 | $23.20 M | 11 % | 72,006 | ||
AAPL APPLE INC | COM | 037833100 | $21.52 M | 10 % | 84,522 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $12.33 M | 6 % | 100,730 | ||
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $7.35 M | 4 % | 40,286 | ||
META META PLATFORMS INC | CL A | 30303M102 | $6.18 M | 3 % | 8,418 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.43 M | 3 % | 10,479 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $5.35 M | 3 % | 44,303 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $4.79 M | 2 % | 31,178 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $4.29 M | 2 % | 30,421 |
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