Kapstone Financial Advisors LLC Portfolio Holdings
Kapstone Financial Advisors LLC
- $201 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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