Notify me when Capstone Financial Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 184 | $1,877,373,745 | +$30,702,492 | -$22,117,650 | +$8,584,842 | VTI, IWB, DFAC, NFRA, BND | 13F-HR | 17 Feb 2026, 11:29 |
| Q3 2025 | 182 | $1,845,129,654 | +$31,176,466 | -$16,611,140 | +$14,565,326 | VTI, IWB, DFAC, NFRA, BND | 13F-HR | 14 Nov 2025, 13:23 |
| Q2 2025 | 178 | $1,725,146,647 | +$43,490,527 | -$36,149,885 | +$7,340,642 | VTI, IWB, DFAC, NFRA, BND | 13F-HR | 08 Aug 2025, 12:45 |
| Q1 2025 | 158 | $1,593,588,620 | +$22,617,138 | -$24,250,652 | -$1,633,514 | VTI, IWB, DFAC, BND, NFRA | 13F-HR | 09 May 2025, 11:36 |
| Q4 2024 | 155 | $1,618,461,322 | +$34,393,769 | -$19,672,430 | +$14,721,339 | VTI, IWB, DFAC, BND, NFRA | 13F-HR | 14 Feb 2025, 15:08 |
| Q3 2024 | 157 | $1,625,346,093 | +$70,597,471 | -$64,210,239 | +$6,387,232 | VTI, IWB, DFAC, NFRA, BND | 13F-HR | 14 Nov 2024, 14:23 |
| Q2 2024 | 158 | $1,514,878,746 | +$33,849,886 | -$13,953,132 | +$19,896,754 | VTI, IWB, DFAC, BND, NFRA | 13F-HR | 13 Aug 2024, 12:18 |
| Q1 2024 | 151 | $1,488,306,359 | +$24,138,648 | -$8,287,485 | +$15,851,163 | VTI, IWB, DFAC, BND, NFRA | 13F-HR | 14 May 2024, 11:32 |
| Q4 2023 | 151 | $1,396,348,312 | +$29,984,270 | -$30,769,418 | -$785,148 | VTI, IWB, DFAC, BND, NFRA | 13F-HR | 13 Feb 2024, 12:52 |
| Q3 2023 | 146 | $1,267,387,739 | +$13,732,622 | -$15,667,674 | -$1,935,052 | VTI, IWB, DFAC, BND, NFRA | 13F-HR | 13 Nov 2023, 13:09 |
| Q2 2023 | 147 | $1,330,522,673 | +$22,459,053 | -$16,876,367 | +$5,582,686 | VTI, IWB, DFAC, BND, NFRA | 13F-HR | 14 Aug 2023, 18:10 |
| Q1 2023 | 140 | $1,264,928,777 | +$20,910,313 | -$7,604,137 | +$13,306,176 | IWB, VTI, DFAC, BND, NFRA | 13F-HR | 12 May 2023, 13:30 |
| Q4 2022 | 140 | $1,182,064,352 | +$37,498,827 | -$20,992,043 | +$16,506,784 | IWB, VTI, DFAC, NFRA, BND | 13F-HR | 15 Feb 2023, 13:28 |
| Q3 2022 | 140 | $1,084,156,000 | +$122,229,299 | -$142,524,419 | -$20,295,120 | IWB, VTI, DFAC, BND, NFRA | 13F-HR | 14 Nov 2022, 18:40 |
| Q2 2022 | 141 | $1,174,848,000 | +$142,691,387 | -$159,973,116 | -$17,281,729 | IWB, VTI, DFAC, BND, IXUS | 13F-HR | 02 Sep 2022, 14:39 |
| Q1 2022 | 143 | $1,377,577,000 | +$146,360,644 | -$80,543,972 | +$65,816,672 | IWB, VTI, DFAC, BND, NFRA | 13F-HR | 13 May 2022, 10:30 |
| Q4 2021 | 141 | $1,381,869,000 | +$86,396,055 | -$57,329,498 | +$29,066,557 | IWB, VTI, DFAC, BND, VXUS | 13F-HR | 11 Feb 2022, 15:30 |
| Q3 2021 | 142 | $1,276,435,000 | +$133,079,725 | -$112,427,834 | +$20,651,891 | IWB, VTI, BND, DFAC, VXUS | 13F-HR | 15 Nov 2021, 10:56 |
| Q2 2021 | 138 | $1,266,315,000 | +$265,615,653 | -$190,259,102 | +$75,356,551 | IWB, VTI, BND, DFAC, BNDX | 13F-HR | 16 Aug 2021, 12:20 |
| Q1 2021 | 130 | $1,127,751,000 | +$50,310,818 | -$14,103,218 | +$36,207,600 | IWB, BND, BNDX, VTI, TOLZ | 13F-HR | 12 May 2021, 17:55 |
| Q4 2020 | 117 | $1,053,260,000 | +$39,896,889 | -$20,289,127 | +$19,607,762 | IWB, BND, BNDX, VTI, TOLZ | 13F-HR | 16 Feb 2021, 12:24 |
| Q3 2020 | 111 | $941,682,000 | +$48,465,340 | -$20,781,748 | +$27,683,592 | IWB, BND, BNDX, VTI, MCD | 13F-HR | 13 Nov 2020, 15:45 |
| Q2 2020 | 103 | $873,257,000 | +$141,351,720 | -$147,781,670 | -$6,429,950 | IWB, BND, BNDX, VTI, TOLZ | 13F-HR | 13 Aug 2020, 17:53 |
| Q1 2020 | 96 | $766,031,000 | +$282,460,647 | -$112,937,857 | +$169,522,790 | IWB, BND, VTI, BNDX, TILT | 13F-HR | 14 May 2020, 15:25 |
| Q4 2019 | 106 | $710,725,000 | +$37,464,604 | -$7,603,292 | +$29,861,312 | VTI, BND, BNDX, VXUS, TOLZ | 13F-HR | 13 Feb 2020, 19:35 |
| Q3 2019 | 101 | $652,699,000 | +$56,218,639 | -$28,802,574 | +$27,416,065 | VTI, BND, BNDX, VXUS, VIG | 13F-HR | 12 Nov 2019, 18:31 |
| Q2 2019 | 93 | $616,941,000 | +$22,372,260 | -$8,235,357 | +$14,136,903 | VTI, BND, BNDX, VXUS, VIG | 13F-HR | 12 Aug 2019, 11:08 |
| Q1 2019 | 95 | $582,079,000 | +$101,517,375 | -$64,972,319 | +$36,545,056 | VTI, BND, BNDX, VXUS, VIG | 13F-HR | 14 May 2019, 15:54 |
| Q4 2018 | 89 | $496,491,000 | +$151,647,837 | -$14,812,823 | +$136,835,014 | VTI, BND, BNDX, VIG, VXUS | 13F-HR | 14 Feb 2019, 16:58 |
| Q3 2018 | 88 | $401,288,000 | +$63,499,155 | -$15,047,689 | +$48,451,466 | VTI, VIG, BND, MDY, BNDX | 13F-HR | 19 Nov 2018, 18:45 |
| Q2 2018 | 85 | $333,183,000 | +$29,904,799 | -$6,517,763 | +$23,387,036 | VTI, VIG, MDY, BND, MCD | 13F-HR | 14 Aug 2018, 17:43 |
| Q1 2018 | 94 | $303,118,000 | +$45,550,510 | -$7,803,359 | +$37,747,151 | VTI, VIG, MDY, MCD, BND | 13F-HR | 15 May 2018, 16:56 |
| Q4 2017 | 84 | $267,970,000 | +$31,780,544 | -$5,440,282 | +$26,340,262 | VIG, VTI, MDY, MCD, IWF | 13F-HR | 14 Feb 2018, 15:02 |
| Q3 2017 | 85 | $224,932,000 | +$47,029,912 | -$34,684,544 | +$12,345,368 | VIG, VTI, MDY, MCD, IWF | 13F-HR | 14 Nov 2017, 15:20 |
| Q2 2017 | 77 | $206,623,000 | +$6,688,618 | -$2,379,838 | +$4,308,780 | VIG, VTI, MDY, MCD, IWF | 13F-HR | 14 Aug 2017, 15:35 |
| Q1 2017 | 74 | $197,193,000 | +$2,253,903 | -$36,059,279 | -$33,805,376 | VIG, VTI, MDY, MCD, IWF | 13F-HR | 12 May 2017, 14:44 |
| Q4 2016 | 75 | $219,163,000 | +$38,227,135 | -$13,827,589 | +$24,399,546 | VIG, VTI, MDY, AGG, IWF | 13F-HR | 14 Feb 2017, 14:31 |
| Q3 2016 | 75 | $188,379,000 | +$2,334,129 | -$4,302,939 | -$1,968,810 | VIG, VTI, MDY, IWF, MCD | 13F-HR | 14 Nov 2016, 15:55 |
| Q2 2016 | 72 | $185,100,000 | +$1,547,932 | -$73,056,752 | -$71,508,820 | VIG, VTI, MDY, IWF, MCD | 13F-HR | 12 Aug 2016, 16:35 |
| Q1 2016 | 71 | $252,456,000 | +$9,317,133 | -$43,963,267 | -$34,646,134 | VIG, IWF, VTI, MDY, VWO | 13F-HR | 09 May 2016, 15:15 |
| Q4 2015 | 71 | $281,430,000 | +$142,973,684 | -$92,210,613 | +$50,763,071 | VIG, IWF, VTI, MDY, VWO | 13F-HR | 09 Feb 2016, 17:59 |
| Q3 2015 | 71 | $225,622,000 | +$20,519,055 | -$34,204,500 | -$13,685,445 | VIG, IWF, VTI, MDY, MCD | 13F-HR | 12 Nov 2015, 18:11 |
| Q2 2015 | 99 | $256,371,000 | +$9,233,030 | -$10,687,892 | -$1,454,862 | VIG, IWF, VTI, MDY, MCD | 13F-HR | 13 Aug 2015, 16:37 |
| Q1 2015 | 96 | $260,283,000 | +$103,248,422 | -$164,959,165 | -$61,710,743 | VIG, IWF, VTI, MDY, MCD | 13F-HR | 13 May 2015, 10:47 |
| Q4 2014 | 92 | $319,973,000 | +$164,077,326 | -$11,049,489 | +$153,027,837 | VIG, IWF, VTI, MDY, EMLC | 13F-HR | 12 Feb 2015, 17:49 |
| Q3 2014 | 79 | $162,169,000 | +$4,322,471 | -$4,647,224 | -$324,753 | VIG, MDY, ELD, MCD, AAPL | 13F-HR | 12 Nov 2014, 18:41 |
| Q2 2014 | 79 | $142,002,000 | +$9,999,057 | -$5,033,608 | +$4,965,449 | VIG, MDY, MCD, AAPL, GWW | 13F-HR | 08 Aug 2014, 18:34 |
| Q1 2014 | 72 | $161,903,000 | +$10,779,881 | -$3,047,502 | +$7,732,379 | VIG, MDY, ELD, MCD, AAPL | Restatement | 14 May 2014, 13:01 |
| Q4 2013 | 72 | $153,694,000 | $0 | $0 | $0 | VIG, MDY, ELD, MCD, AAPL | 13F-HR | 11 Feb 2014, 10:21 |