account_balance

Investment manager · 13F filer · SEC CIK 1966087

Kapstone Financial Advisors LLC

Reported value$251Mas of Sep 30, 2026
Positions175 12 new, 12 sold out
Top 10 weight50.8%IVV alone is 19%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 19.0% Held
AAPL Apple Inc. 8.3% Held
HDV iShares Tr 5.5% Held
PLTR Palantir Technologies Inc. 3.2% Held
IVW iShares Tr 3.1% Held
META Meta Platforms, Inc. 2.8% Added +21%MSFT Microsoft Corp 2.5% Held
QQQ Invesco QQQ Tr 2.3% Added +3%
GOOGL Alphabet Inc. 2.1% Added +6%NVDA NVIDIA Corp 1.9% Added +5%PG Procter & Gamble Co 1.9% Trimmed −3%
VYM Vanguard Whitehall FDS 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 7, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • UBER −20%
  • MOAT −4%
  • PG −3%
  • VOE −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist