Notify me when Kapstone Financial Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 133 | $201,152,744 | +$9,681,145 | -$11,900,210 | -$2,219,065 | IVV, AAPL, HDV, PLTR, META | 13F-HR | 05 Feb 2026, 12:07 |
| Q3 2025 | 122 | $212,289,194 | +$7,754,776 | -$6,080,992 | +$1,673,784 | IVV, MSTR, AAPL, HDV, PLTR | 13F-HR | 07 Nov 2025, 08:13 |
| Q2 2025 | 120 | $200,535,461 | +$9,428,690 | -$4,116,938 | +$5,311,752 | IVV, MSTR, AAPL, HDV, META | 13F-HR | 11 Jul 2025, 08:48 |
| Q1 2025 | 112 | $176,780,908 | +$5,638,113 | -$3,587,327 | +$2,050,786 | IVV, MSTR, AAPL, HDV, PG | 13F-HR | 11 Apr 2025, 10:22 |
| Q4 2024 | 114 | $185,899,846 | +$7,642,691 | -$5,925,360 | +$1,717,331 | IVV, MSTR, AAPL, HDV, META | 13F-HR | 06 Feb 2025, 12:06 |
| Q3 2024 | 108 | $164,952,328 | +$16,570,011 | -$3,720,034 | +$12,849,977 | IVV, AAPL, MSTR, HDV, PG | 13F-HR | 06 Nov 2024, 10:37 |
| Q2 2024 | 108 | $152,530,715 | +$8,419,701 | -$3,363,928 | +$5,055,773 | IVV, AAPL, HDV, MSTR, PG | 13F-HR | 02 Aug 2024, 13:50 |
| Q1 2024 | 102 | $146,889,539 | +$4,401,789 | -$944,349 | +$3,457,440 | IVV, AAPL, MSTR, HDV, PG | 13F-HR | 13 May 2024, 09:58 |
| Q4 2023 | 97 | $122,872,938 | +$5,403,501 | -$3,277,424 | +$2,126,077 | IVV, AAPL, HDV, PG, MSFT | 13F-HR | 05 Feb 2024, 12:09 |
| Q3 2023 | 91 | $111,025,926 | +$2,181,193 | -$3,584,894 | -$1,403,701 | AAPL, IVV, HDV, PG, VYM | 13F-HR | 03 Nov 2023, 10:00 |
| Q2 2023 | 100 | $117,650,479 | +$3,702,959 | -$4,042,261 | -$339,302 | AAPL, IVV, HDV, PG, VYM | 13F-HR | 08 Aug 2023, 10:21 |
| Q1 2023 | 94 | $110,884,680 | +$4,030,694 | -$4,293,528 | -$262,834 | AAPL, IVV, HDV, PG, VYM | 13F-HR | 20 Apr 2023, 12:23 |
| Q4 2022 | 99 | $99,626,239 | $0 | $0 | $0 | AAPL, IVV, HDV, PG, VYM | 13F-HR | 15 Feb 2023, 16:41 |