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.

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $201 Billion
  • Prior Value $177 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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