AiSiWhale

AI & tech investing

Capstone Financial Advisors, Inc.

CIK 1599217

13F filing for Q2 2026・No. 1,610

Holdings
US$2.05B
Quarter change
+US$195.34M
Entries
192
Net bought (estimate)
+US$11.78M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 22
  • Sold out 16
  • Cut 55
  • Added 92
  • Corporate actions 0
  • Unchanged 22

Largest holdings

191 stocks worth US$2.05B, options and bonds left out.

StockThis quarterValueWeight
VANGUARD INDEX FDSTOTAL STK MKTAddedUS$365.9M17.83%
IWBISHARES TRRUS 1000 ETFCutUS$261.05M12.72%
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETFCutUS$245.93M11.98%
FLEXSHARES TRSTOXX GLOBR INFAddedUS$150.71M7.34%
VANGUARD BD INDEX FDSTOTAL BND MRKTAddedUS$134.54M6.56%
VANGUARD STAR FDSVG TL INTL STK FAddedUS$98.62M4.81%
ISHARES TRCORE MSCI TOTALAddedUS$86.98M4.24%
DIMENSIONAL ETF TRUSTWORLD EX US CORECutUS$75.28M3.67%
IWFISHARES TRRUS 1000 GRW ETFCutSplit 4:1US$56.78M2.77%
VANGUARD CHARLOTTE FDSTOTAL INT BD ETFAddedUS$54.47M2.65%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.