Kapstone Financial Advisors LLC
Q4 2025 13F Holdings
- Locationlebanon, OH
- Num holdings
133
- Value ($000)
$201,153
- Date Filed02/05/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $39.82M | 20 % | 58,139 | ||
APPLE INC | COM | 037833100 | $22.68M | 11 % | 83,423 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | $12.07M | 6 % | 99,257 | ||
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $6.99M | 4 % | 39,300 | ||
META PLATFORMS INC | CL A | 30303M102 | $5.6M | 3 % | 8,478 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $5.59M | 3 % | 45,327 | ||
MICROSOFT CORP | COM | 594918104 | $5.2M | 3 % | 10,754 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $5M | 3 % | 15,967 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | $4.38M | 2 % | 30,583 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.34M | 2 % | 7,064 |
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