Capstone Financial Advisors, Inc.

Q3 2025 13F Holdings

  • Location
    downers grove, IL
  • Num holdings

    184

  • Value ($000)

    $1,845,130

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001599217
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$310.12M
17 %

944,996

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$239.18M
13 %

654,417

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$207.57M
11 %

5,381,765

N
NFRA

FLEXSHARES TR

STOXX GLOBR INF
33939L795
$135.50M
7 %

2,153,565

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$128.36M
7 %

1,725,971

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$84.20M
5 %

1,146,203

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$75.70M
4 %

916,702

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$65.67M
4 %

2,092,625

M
MCD

MCDONALDS CORP

COM
580135101
$60.92M
3 %

200,454

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$53.79M
3 %

114,828

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