SEC Form 13F

Kapstone Financial Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$238,845,123
Positions175

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$45,928,92661,329
APPLE INCAAPLCOM$17,937,67561,991
ISHARES TRHDVCORE HIGH DV ETF$13,669,824498,717
ISHARES TRIVWS&P 500 GRWT ETF$7,393,61653,760
INVESCO QQQ TRQQQUNIT SER 1$5,493,5447,460
ALPHABET INCGOOGLCAP STK CL A$5,293,36414,812
PROCTER & GAMBLE COPGCOM$4,976,37533,936
PALANTIR TECHNOLOGIES INCPLTRCL A$4,972,00942,616
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$4,608,62929,163
META PLATFORMS INCMETACL A$4,568,2828,110

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

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