Kapstone Financial Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KF Kapstone Financial Advisors LLC | Institutional Filer | ▲ 1.49% | $204.1M | 154 |
Current Portfolio Holdings
Showing all 154 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 60K | $38.9M | 19.04% |
| 2 | AAPL | Apple Inc. | Technology | 63K | $16.0M | 7.86% |
| 3 | HDV | ISHARES TR | — | 99K | $13.5M | 6.60% |
| 4 | PLTR | Palantir Technologies Inc. | Technology | 41K | $6.0M | 2.92% |
| 5 | IVW | ISHARES TR | — | 47K | $5.3M | 2.58% |
| 6 | META | Meta Platforms, Inc. | Technology | 8K | $4.9M | 2.38% |
| 7 | PG | The Procter & Gamble Company | Consumer Defensive | 32K | $4.6M | 2.28% |
| 8 | VYM | VANGUARD WHITEHALL FDS | — | 29K | $4.4M | 2.14% |
| 9 | GOOGL | Alphabet Inc. | Technology | 15K | $4.3M | 2.11% |
| 10 | MSFT | Microsoft Corporation | Technology | 11K | $4.2M | 2.05% |
| 11 | QQQ | Invesco QQQ Trust | — | 7K | $4.1M | 2.02% |
| 12 | NVDA | NVIDIA Corporation | Technology | 20K | $3.5M | 1.73% |
| 13 | DVY | ISHARES TR | — | 21K | $3.2M | 1.57% |
| 14 | IWF | ISHARES TR | — | 7K | $3.1M | 1.53% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 6K | $3.0M | 1.47% |
Showing 1 to 15 of 154 holdings