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Kapstone Financial Advisors LLC

Q1 2026 13F Holdings

  • Location
    lebanon, OH
  • Num holdings

    154

  • Value ($000)

    $204,149

  • Date Filed
    04/22/2026
  • Form type
    13F-HR
  • CIK
    0001966087
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$38.87M
19 %

59,504

A
AAPL

APPLE INC

COM
037833100
$16.04M
8 %

63,195

H
HDV

ISHARES TR

CORE HIGH DV ETF
46429B663
$13.48M
7 %

99,322

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$5.95M
3 %

40,689

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$5.27M
3 %

46,579

M
META

META PLATFORMS INC

CL A
30303M102
$4.85M
2 %

8,478

P
PG

PROCTER & GAMBLE CO

COM
742718109
$4.65M
2 %

32,170

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$4.37M
2 %

29,489

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$4.32M
2 %

15,012

M
MSFT

MICROSOFT CORP

COM
594918104
$4.18M
2 %

11,298

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