Kapstone Financial Advisors LLC
Q2 2025 13F Holdings
- Locationlebanon, OH
- Num holdings
120
- Value ($000)
$200,535
- Date Filed07/11/2025
- Form type13F-HR
- CIK0001966087
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $33.08M | 17 % | 53,283 | ||
MIGA MICROSTRATEGY INC | CL A NEW | 594972408 | $28.49M | 14 % | 70,485 | ||
AAPL APPLE INC | COM | 037833100 | $17.94M | 9 % | 87,445 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $11.69M | 6 % | 99,751 | ||
META META PLATFORMS INC | CL A | 30303M102 | $6.86M | 3 % | 9,290 | ||
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $5.36M | 3 % | 39,339 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.19M | 3 % | 10,443 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $5.02M | 3 % | 31,524 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $4.46M | 2 % | 40,490 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $4.19M | 2 % | 31,408 |
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