Kapstone Financial Advisors Llc Portfolio Stock Holdings

Kapstone Financial Advisors Llc disclosed 154 stock positions valued at approximately $204.1 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, APPLE INC, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.

Report Period
March 31, 2026
No. of Stocks
154
Portfolio Value
$204.1M
Holdings by Sector
Kapstone Financial Advisors Llc Portfolio Holdings in Q1 2026

152 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther19.04%59,504+1,365+2.35%$38,868,575
APPLE INCAAPLTechnology7.86%63,195-20,228-24.25%$16,038,223
ISHARES TRHDVOther6.60%99,322+65+0.07%$13,479,964
PALANTIR TECHNOLOGIES INCPLTRTechnology2.92%40,689+1,389+3.53%$5,951,987
ISHARES TRIVWOther2.58%46,579+1,252+2.76%$5,268,551
META PLATFORMS INCMETACommunication Services2.38%8,478--$4,850,518
PROCTER & GAMBLE COPGConsumer Defensive2.28%32,170+1,587+5.19%$4,646,635
VANGUARD WHITEHALL FDSVYMOther2.14%29,489+94+0.32%$4,367,321
ALPHABET INCGOOGLCommunication Services2.11%15,012-955-5.98%$4,316,851
MICROSOFT CORPMSFTTechnology2.05%11,298+544+5.06%$4,182,281
INVESCO QQQ TRQQQOther2.02%7,158+94+1.33%$4,131,454
NVIDIA CORPORATIONNVDATechnology1.73%20,294+630+3.20%$3,539,287
ISHARES TRDVYOther1.57%21,145+351+1.69%$3,201,564
ISHARES TRIWFOther1.53%7,333-33-0.45%$3,126,791
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.47%6,267+303+5.08%$3,003,146
ABBVIE INCABBVHealthcare1.45%13,622-121-0.88%$2,962,671
JPMORGAN CHASE & COJPMFinancial Services1.32%9,150+286+3.23%$2,691,564
ALPHABET INCGOOGCommunication Services1.31%9,339-178-1.87%$2,678,986
ISHARES BITCOIN TRUST ETFIBITOther1.14%60,413+19,448+47.47%$2,321,067
EXXON MOBIL CORPXOMEnergy1.06%12,814+898+7.54%$2,174,009
STRATEGY INCMSTRTechnology1.01%16,500-434-2.56%$2,059,200
FIRST TR EXCHANGE-TRADED FDFTCSOther0.96%21,140+28+0.13%$1,960,946
AMAZON COM INCAMZNConsumer Cyclical0.92%9,058+926+11.39%$1,886,510
CHEVRON CORPORATIONCVXEnergy0.90%8,880+5,238+143.82%$1,837,272
JOHNSON & JOHNSONJNJHealthcare0.90%7,477+230+3.17%$1,827,678
FIDELITY COVINGTON TRUSTFENIOther0.82%45,026+45,026+100.00%$1,674,967
ISHARES TRDGROOther0.81%23,508-104-0.44%$1,649,791
STATE STR SPDR S&P 500 ETF TSPYOther0.72%2,268-76-3.24%$1,474,971
FIRST TR EXCHANGE-TRADED FDFTGSOther0.66%39,594-1,633-3.96%$1,348,001
LCNB CORPLCNBFinancial Services0.66%86,067--$1,341,785
VANGUARD INDEX FDSVOEOther0.64%7,082+7,082+100.00%$1,305,071
CISCO SYS INCCSCOTechnology0.64%16,756+940+5.94%$1,300,098
PHILIP MORRIS INTL INCPMConsumer Defensive0.63%7,812-6,049-43.64%$1,291,670
MARATHON PETE CORPMPCEnergy0.63%5,240--$1,279,503
CARDINAL HEALTH INCCAHHealthcare0.58%5,646--$1,193,064
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.55%1,122+75+7.16%$1,117,994
MERCK & CO INCMRKHealthcare0.53%8,968+393+4.58%$1,078,761
FIRST TR EXCHANGE TRADED FDRDVYOther0.52%15,623+988+6.75%$1,066,738
INVESCO EXCHANGE TRADED FD TRSPTOther0.52%23,540+6,260+36.23%$1,065,420
UBER TECHNOLOGIES INCUBERTechnology0.52%14,689+207+1.43%$1,056,580
ANALOG DEVICES INCADITechnology0.51%3,242+325+11.14%$1,031,410
ALTRIA GROUP INCMOConsumer Defensive0.49%15,205+10+0.07%$1,003,374
DUKE ENERGY CORP NEWDUKUtilities0.47%7,355+73+1.00%$963,064
VISA INCVFinancial Services0.47%3,152+149+4.96%$952,714
MICRON TECHNOLOGY INCMUTechnology0.43%2,628--$887,844
VANGUARD INDEX FDSVBROther0.43%4,077+4,077+100.00%$885,728
LOCKHEED MARTIN CORPLMTIndustrials0.38%1,275+149+13.23%$770,597
CSX CORPCSXIndustrials0.38%18,715--$768,251
FIDELITY MERRIMACK STR TRFCOROther0.37%15,915+15,915+100.00%$750,074
MARTIN MARIETTA MATLS INCMLMBasic Materials0.36%1,258--$740,559
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services0.35%1--$718,140
VANGUARD INDEX FDSVVOther0.35%2,376+1,472+162.83%$710,068
FIDELITY WISE ORIGIN BITCOINFBTCOther0.34%11,750+315+2.75%$693,602
COCA COLA COKOConsumer Defensive0.33%8,863+624+7.57%$674,045
CUMMINS INCCMIIndustrials0.32%1,222--$657,207
VULCAN MATLS COVMCBasic Materials0.32%2,400-105-4.19%$653,520
VANECK ETF TRUSTMOATOther0.31%6,554+6,554+100.00%$633,772
PAYCHEX INCPAYXTechnology0.31%6,845-200-2.84%$630,561
VANGUARD INDEX FDSVTVOther0.31%3,208+3,208+100.00%$629,410
HUNTINGTON BANCSHARES INCHBANFinancial Services0.31%40,122--$627,909
HOME DEPOT INCHDConsumer Cyclical0.30%1,836+102+5.88%$603,842
INTUITIVE SURGICAL INCISRGHealthcare0.28%1,248--$575,316
AXON ENTERPRISE INCAXONIndustrials0.28%1,346+336+33.27%$571,633
SPDR SERIES TRUSTSDYOther0.27%3,806--$555,448
SOUTHERN COSOUtilities0.26%5,601-62-1.09%$540,609
SPDR GOLD TRGLDOther0.26%1,221+78+6.82%$525,384
BANK AMERICA CORPBACFinancial Services0.26%10,722--$522,698
IRON MTN INC DELIRMReal Estate0.25%4,952-143-2.81%$505,797
J P MORGAN EXCHANGE TRADED FJEPQOther0.25%9,042+3,845+73.98%$502,012
SELECT SECTOR SPDR TRXLEOther0.25%8,176--$500,862
FIRST TR EXCHANGE-TRADED FDFVDOther0.25%10,645+10,645+100.00%$500,634
LAM RESEARCH CORPLRCXOther0.24%2,273+1,043+84.80%$485,649
AMERICAN EXPRESS COAXPFinancial Services0.23%1,564+260+19.94%$473,079
CATERPILLAR INCCATIndustrials0.21%607+607+100.00%$430,035
NOVARTIS AGNVSHealthcare0.20%2,695--$411,661
FIRST TR EXCHANGE-TRADED FDGRIDOther0.20%2,511+2,511+100.00%$410,749
BLACKROCK MUNIYIELD QUALITYMYIFinancial Services0.20%38,625+38,625+100.00%$405,949
STATE STR SPDR DOW JONES INDDIAOther0.20%869--$402,512
CINCINNATI FINL CORPCINFFinancial Services0.20%2,539--$399,472
ISHARES TRIEFAOther0.19%4,341+183+4.40%$392,991
FEDEX CORPFDXIndustrials0.19%1,099--$391,442
INVESCO EXCH TRADED FD TR IISPMOOther0.19%3,472+3,472+100.00%$389,246
BRISTOL-MYERS SQUIBB COBMYHealthcare0.19%6,375--$386,666
VANGUARD INDEX FDSVUGOther0.18%834+834+100.00%$364,283
D R HORTON INCDHIConsumer Cyclical0.18%2,640-131-4.73%$362,261
VANGUARD INDEX FDSVTIOther0.18%1,129+55+5.12%$362,194
KROGER COKRConsumer Defensive0.18%4,983--$360,570
WALMART INCWMTConsumer Defensive0.17%2,869+659+29.82%$356,559
MASTERCARD INCORPORATEDMAFinancial Services0.17%677-12-1.74%$338,270
MCDONALDS CORPMCDConsumer Cyclical0.16%1,082+214+24.65%$336,275
PROSHARES TRNOBLOther0.16%3,169--$335,946
ISHARES TRIYYOther0.16%2,051+800+63.95%$324,981
ABRDN GLOBAL DYNAMIC DIVIDENXAGDXOther0.15%28,640+3,315+13.09%$309,312
COHEN & STEERS CLOSED-ENDXFOFXOther0.15%23,690+2,300+10.75%$303,943
WISDOMTREE TRDTDOther0.15%3,500--$302,260
PROGRESSIVE CORPPGRFinancial Services0.15%1,515--$300,334
FIRST TR EXCHANGE-TRADED FDQTECOther0.15%1,373-68-4.72%$296,541
VERIZON COMMUNICATIONS INCVZCommunication Services0.15%5,901--$296,230
HANCOCK JOHN PFD INCOME FD IHPFFinancial Services0.14%18,743+18,743+100.00%$292,578
ISHARES TRIVEOther0.14%1,380+1+0.07%$291,469