Kapstone Financial Advisors LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $201 Billion distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $33.1B, Microstrategy Inc with a value of $28.5B, Apple Inc. with a value of $17.9B, Ishares Core High Dividend ETF with a value of $11.7B, and Meta Platforms, Inc. with a value of $6.86B.
Examining the 13F form we can see an increase of $23.8B in the current position value, from $177B to 201B.
Kapstone Financial Advisors LLC is based out at Dayton, OH
Below you can find more details about Kapstone Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$201 Billion
ETFs: $73.6 Billion
Technology: $64 Billion
Financial Services: $14.6 Billion
Communication Services: $12.3 Billion
Consumer Defensive: $10.2 Billion
Healthcare: $7.72 Billion
Industrials: $4.52 Billion
Consumer Cyclical: $4.11 Billion
Other: $6.65 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
