SEC Form 13F

Capstone Financial Advisors, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$2,052,762,844
Positions192

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$365,895,170988,799
ISHARES TRIWBRUS 1000 ETF$261,054,053637,495
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$245,929,5385,543,948
FLEXSHARES TRNFRASTOXX GLOBR INF$150,705,6502,350,358
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$134,539,0661,832,708
VANGUARD STAR FDSVXUSVG TL INTL STK F$98,623,0831,153,621
ISHARES TRIXUSCORE MSCI TOTAL$86,977,190911,328
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$75,279,0162,043,404
ISHARES TRIWFRUS 1000 GRW ETF$56,776,152457,245
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$54,467,9621,124,674

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page