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Kapstone Financial Advisors LLC

Q3 2025 13F Holdings

  • Location
    lebanon, OH
  • Num holdings

    122

  • Value ($000)

    $212,289

  • Date Filed
    11/07/2025
  • Form type
    13F-HR
  • CIK
    0001966087
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$38.01M
18 %

56,790

M
MIGA

STRATEGY INC

CL A NEW
594972408
$23.2M
11 %

72,006

A
AAPL

APPLE INC

COM
037833100
$21.52M
10 %

84,522

H
HDV

ISHARES TR

CORE HIGH DV ETF
46429B663
$12.33M
6 %

100,730

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$7.35M
4 %

40,286

M
META

META PLATFORMS INC

CL A
30303M102
$6.18M
3 %

8,418

M
MSFT

MICROSOFT CORP

COM
594918104
$5.43M
3 %

10,479

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$5.35M
3 %

44,303

P
PG

PROCTER AND GAMBLE CO

COM
742718109
$4.79M
2 %

31,178

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$4.29M
2 %

30,421

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