Capstone Financial Advisors, Inc.
Q2 2025 13F Holdings
- Locationdowners grove, IL
- Num holdings
178
- Value ($000)
$1,725,147
- Date Filed08/08/2025
- Form type13F-HR
- CIK0001599217
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $286.39M | 17 % | 942,276 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $224.53M | 13 % | 661,216 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $192.01M | 11 % | 5,357,309 | ||
NFRA FLEXSHARES TR | STOXX GLOBR INF | 33939L795 | $131.48M | 8 % | 2,124,810 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $124.72M | 7 % | 1,693,913 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $79.19M | 5 % | 1,146,169 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $71.18M | 4 % | 920,678 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $61.28M | 4 % | 2,086,502 | ||
MCD MCDONALDS CORP | COM | 580135101 | $60.21M | 4 % | 206,070 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $52.01M | 3 % | 1,050,398 |
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