Capstone Financial Advisors, Inc.
13F Reported Value
ⓘ$1.9B
incl. option notional
Equity Holdings
ⓘ$1.9B
Option Notional
ⓘ$747,348
$372,948 puts / $374,400 calls
Holdings
187
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Capstone Financial Advisors, Inc. disclosed 187 positions worth $1.9B in its Form 13F-HR for Q1 2026 — $1.9B in common stock plus $747,348 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 15 new positions and exited 14 — including a new stake in $AMAT and a full exit from $CHRW. The portfolio is most concentrated in Other (87.5% of disclosed assets). All figures are sourced directly from Capstone Financial Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1599217.
AI Fund Analysis
Stable
$ADXSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS
—Quality
$311.0M969,374 shISHARES TR
—Quality
$230.5M646,320 shDIMENSIONAL ETF TRUST
—Quality
$215.6M5,546,947 shFLEXSHARES TR
—Quality
$147.4M2,304,218 shVANGUARD BD INDEX FDS
—Quality
$130.5M1,771,936 shVANGUARD STAR FDS
—Quality
$88.7M1,149,849 shISHARES TR
—Quality
$78.5M906,322 shDIMENSIONAL ETF TRUST
—Quality
$70.2M2,065,674 sh- 73.9
Quality
$60.4M194,414 sh VANGUARD CHARLOTTE FDS
—Quality
$52.5M1,092,406 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $311.0M | 969,374 |
| ISHARES TR | — | $230.5M | 646,320 |
| DIMENSIONAL ETF TRUST | — | $215.6M | 5,546,947 |
| FLEXSHARES TR | — | $147.4M | 2,304,218 |
| VANGUARD BD INDEX FDS | — | $130.5M | 1,771,936 |
| VANGUARD STAR FDS | — | $88.7M | 1,149,849 |
| ISHARES TR | — | $78.5M | 906,322 |
| DIMENSIONAL ETF TRUST | — | $70.2M | 2,065,674 |
 MCDONALDS CORP$MCD | 73.9 | $60.4M | 194,414 |
| VANGUARD CHARLOTTE FDS | — | $52.5M | 1,092,406 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Capstone Financial Advisors, Inc.'s 187 positions.
Showing top 10 of 187 holdings.
Sector Allocation
Other
$1.6B
Consumer Discretionary
$78.9M
Technology
$75.9M
Financials
$44.2M
Industrials
$12.6M
Healthcare
$7.0M
Consumer Staples
$4.5M
Energy
$3.9M
Full Holdings — Capstone Financial Advisors, Inc. (Q1 2026)
All 187 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $311.0M | 16.8% | +1% | — |
| 2 | — | ISHARES TR | $230.5M | 12.4% | -0% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $215.6M | 11.6% | +1% | — |
| 4 | — | FLEXSHARES TR | $147.4M | 7.9% | +1% | — |
| 5 | — | VANGUARD BD INDEX FDS | $130.5M | 7.0% | +0% | — |
| 6 | — | VANGUARD STAR FDS | $88.7M | 4.8% | +0% | — |
| 7 | — | ISHARES TR | $78.5M | 4.2% | -1% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $70.2M | 3.8% | -1% | — |
| 9 | $MCD | MCDONALDS CORP | $60.4M | 3.3% | -2% | 73.9 |
| 10 | — | VANGUARD CHARLOTTE FDS | $52.5M | 2.8% | -1% | — |
| 11 | — | ISHARES TR | $48.9M | 2.6% | -0% | — |
| 12 | — | FLEXSHARES TR | $43.1M | 2.3% | -0% | — |
| 13 | — | FLEXSHARES TR | $39.5M | 2.1% | -3% | — |
| 14 |  $AAPL | Apple Inc. | $36.0M | 1.9% | -2% | 76.1 |
| 15 | — | ISHARES TR | $31.1M | 1.7% | +2% | — |
| 16 | — | ISHARES TR | $21.4M | 1.1% | +0% | — |
| 17 |  $JPM | JPMORGAN CHASE & CO | $19.4M | 1.1% | +19% | 35.6 |
| 18 |  $NVDA | NVIDIA CORP | $17.8M | 1.0% | +38% | 90.2 |
| 19 | — | AMERICAN CENTY ETF TR | $13.9M | 0.8% | -0% | — |
| 20 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $9.4M | 0.5% | -0% | — |
| 21 | — | ISHARES TR | $8.7M | 0.5% | -1% | — |
| 22 | — | ISHARES TR | $8.5M | 0.5% | -3% | — |
| 23 | — | VANGUARD SPECIALIZED FUNDS | $8.4M | 0.5% | -1% | — |
| 24 | — | VANGUARD MUN BD FDS | $8.3M | 0.5% | +1% | — |
| 25 |  $AMZN | AMAZON COM INC | $8.1M | 0.4% | -1% | 74.6 |
| 26 | — | ISHARES TR | $7.5M | 0.4% | -0% | — |
| 27 | — | VANGUARD SCOTTSDALE FDS | $6.7M | 0.4% | +1% | — |
| 28 | — | ISHARES TR | $6.2M | 0.3% | -1% | — |
| 29 |  $MSFT | MICROSOFT CORP | $6.0M | 0.3% | +3% | 83.7 |
| 30 |  $CME | CME GROUP INC. | $5.4M | 0.3% | +0% | 74.5 |
| 31 |  $BRK.A | BERKSHIRE HATHAWAY INC | $5.0M | 0.3% | +0% | 64.5 |
| 32 | — | VANGUARD SCOTTSDALE FDS | $4.9M | 0.3% | -1% | — |
| 33 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.0M | 0.2% | -0% | 67 |
| 34 |  $CBOE | Cboe Global Markets, Inc. | $3.1M | 0.2% | -0% | 81.2 |
| 35 | — | SPDR INDEX SHS FDS | $3.0M | 0.2% | +0% | — |
| 36 |  $GOOG | Alphabet Inc. | $2.8M | 0.1% | -15% | 80.2 |
| 37 |  $SPY | SPDR S&P 500 ETF TRUST | $2.7M | 0.1% | -4% | — |
| 38 | — | DIMENSIONAL ETF TRUST | $2.7M | 0.1% | +0% | — |
| 39 | — | DIMENSIONAL ETF TRUST | $2.6M | 0.1% | -1% | — |
| 40 |  $TY | TRI-CONTINENTAL Corp | $2.4M | 0.1% | +0% | — |
| 41 |  $XOM | EXXON MOBIL CORP | $2.2M | 0.1% | -1% | 61.8 |
| 42 |  $QCOM | QUALCOMM INC/DE | $2.2M | 0.1% | +0% | 81.9 |
| 43 |  $WMT | Walmart Inc. | $2.1M | 0.1% | -26% | 63.2 |
| 44 |  $ETN | Eaton Corp plc | $1.9M | 0.1% | +0% | — |
| 45 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.1% | -10% | — |
| 46 |  $CAT | CATERPILLAR INC | $1.9M | 0.1% | -6% | 67.8 |
| 47 | — | VANGUARD INDEX FDS | $1.8M | 0.1% | -21% | — |
| 48 |  $META | Meta Platforms, Inc. | $1.7M | 0.1% | +2% | 80.9 |
| 49 | — | ISHARES TR | $1.7M | 0.1% | -16% | — |
| 50 |  $MSTR | Strategy Inc | $1.7M | 0.1% | +0% | 25.4 |
| 51 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.1% | -29% | 64.5 |
| 52 |  $UL | UNILEVER PLC | $1.3M | 0.1% | +0% | — |
| 53 |  $KO | COCA COLA CO | $1.3M | 0.1% | +0% | 74 |
| 54 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.3M | 0.1% | +2% | 66.7 |
| 55 |  $LUMN | Lumen Technologies, Inc. | $1.3M | 0.1% | +0% | 39.8 |
| 56 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.1% | +0% | 72.8 |
| 57 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.1% | +72% | 88.4 |
| 58 |  $DOV | DOVER Corp | $1.1M | 0.1% | +61% | 63.1 |
| 59 |  $CI | Cigna Group | $1.1M | 0.1% | -1% | 66.8 |
| 60 |  $LRCX | LAM RESEARCH CORP | $1.1M | 0.1% | +131% | 82.4 |
| 61 |  $ALK | ALASKA AIR GROUP, INC. | $1.1M | 0.1% | +48% | 56.3 |
| 62 | — | EA SERIES TRUST | $1.0M | 0.1% | +99% | — |
| 63 |  $MRK | Merck & Co., Inc. | $991,726 | 0.1% | -7% | 70.9 |
| 64 |  $DRI | DARDEN RESTAURANTS INC | $976,509 | 0.1% | -11% | 68.6 |
| 65 | $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | $940,758 | 0.1% | +1% | — |
| 66 |  $TSLA | Tesla, Inc. | $931,974 | 0.1% | -11% | 50.1 |
| 67 | — | ISHARES TR | $905,546 | 0.1% | +4% | — |
| 68 |  $ACN | Accenture plc | $901,823 | 0.1% | -16% | — |
| 69 | — | ISHARES TR | $873,974 | 0.1% | +0% | — |
| 70 |  $ABBV | AbbVie Inc. | $839,254 | 0.1% | +0% | 59.3 |
| 71 |  $AMAT | APPLIED MATERIALS INC /DE | $832,396 | 0.0% | NEW | 74.8 |
| 72 | — | J P MORGAN EXCHANGE TRADED F | $821,924 | 0.0% | +2% | — |
| 73 |  $FITB | FIFTH THIRD BANCORP | $803,359 | 0.0% | -11% | — |
| 74 |  $PLTR | Palantir Technologies Inc. | $800,445 | 0.0% | +0% | 85.8 |
| 75 |  $ICE | Intercontinental Exchange, Inc. | $793,868 | 0.0% | +0% | 73.8 |
| 76 |  $GIS | GENERAL MILLS INC | $778,941 | 0.0% | +0% | 64.1 |
| 77 |  $GLD | SPDR GOLD TRUST | $777,104 | 0.0% | +12% | — |
| 78 |  $BMY | BRISTOL MYERS SQUIBB CO | $753,992 | 0.0% | -5% | 70.1 |
| 79 |  $CVX | CHEVRON CORP | $747,766 | 0.0% | +0% | 54.7 |
| 80 | — | DIMENSIONAL ETF TRUST | $737,248 | 0.0% | +0% | — |
| 81 | — | J P MORGAN EXCHANGE TRADED F | $730,205 | 0.0% | +29% | — |
| 82 |  $HD | HOME DEPOT, INC. | $711,338 | 0.0% | +1% | 69.2 |
| 83 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $692,798 | 0.0% | +89% | — |
| 84 |  $GWW | W.W. GRAINGER, INC. | $682,848 | 0.0% | +0% | 69.5 |
| 85 | — | VANGUARD WORLD FD | $647,378 | 0.0% | +3% | — |
| 86 |  $T | AT&T INC. | $638,413 | 0.0% | +98% | 71.9 |
| 87 |  $GOOGL | Alphabet Inc. | $636,142 | 0.0% | -14% | 80.2 |
| 88 |  $INTC | INTEL CORP | $623,449 | 0.0% | -7% | 41.5 |
| 89 |  $CRWD | CrowdStrike Holdings, Inc. | $621,143 | 0.0% | +1% | 55 |
| 90 |  $GEV | GE Vernova Inc. | $602,307 | 0.0% | +16% | 70.1 |
| 91 |  $GE | GENERAL ELECTRIC CO | $590,526 | 0.0% | +0% | 74.8 |
| 92 |  $LLY | ELI LILLY & Co | $576,309 | 0.0% | +2% | 89.3 |
| 93 | — | SCHWAB STRATEGIC TR | $574,069 | 0.0% | -2% | — |
| 94 |  $LW | Lamb Weston Holdings, Inc. | $565,806 | 0.0% | -0% | 54.2 |
| 95 |  $WT | WisdomTree, Inc. | $555,435 | 0.0% | -1% | 62.9 |
| 96 |  $AXP | AMERICAN EXPRESS CO | $554,192 | 0.0% | -5% | 73.2 |
| 97 | — | J P MORGAN EXCHANGE TRADED F | $545,927 | 0.0% | +40% | — |
| 98 |  $AMGN | AMGEN INC | $528,839 | 0.0% | +0% | 79.5 |
| 99 |  $PEP | PEPSICO INC | $523,922 | 0.0% | +0% | 62.7 |
| 100 |  $BY | BYLINE BANCORP, INC. | $506,383 | 0.0% | +1% | — |
| 101 |  $AMD | ADVANCED MICRO DEVICES INC | $497,794 | 0.0% | +26% | 78.8 |
| 102 |  $NFLX | NETFLIX INC | $491,423 | 0.0% | -7% | 86.7 |
| 103 |  $FCX | FREEPORT-MCMORAN INC | $467,772 | 0.0% | +14% | 73.1 |
| 104 |  $MPC | Marathon Petroleum Corp | $464,919 | 0.0% | +0% | 50.7 |
| 105 | — | VANGUARD TAX-MANAGED FDS | $451,449 | 0.0% | -24% | — |
| 106 |  $AVGO | Broadcom Inc. | $442,368 | 0.0% | -53% | 86.4 |
| 107 | — | VANGUARD WORLD FD | $434,130 | 0.0% | +0% | — |
| 108 |  $GLDM | World Gold Trust | $432,307 | 0.0% | -9% | — |
| 109 |  $V | VISA INC. | $431,953 | 0.0% | -9% | 83.5 |
| 110 |  $PG | PROCTER & GAMBLE Co | $427,837 | 0.0% | -0% | 72.9 |
| 111 |  $LMT | LOCKHEED MARTIN CORP | $426,204 | 0.0% | +0% | 65 |
| 112 | — | VANGUARD INDEX FDS | $425,407 | 0.0% | -2% | — |
| 113 |  $VZ | VERIZON COMMUNICATIONS INC | $419,452 | 0.0% | -1% | 71.6 |
| 114 |  $ADM | Archer-Daniels-Midland Co | $416,673 | 0.0% | +0% | 49.4 |
| 115 | — | SCHWAB STRATEGIC TR | $416,126 | 0.0% | +0% | — |
| 116 | — | ISHARES TR | $413,738 | 0.0% | -5% | — |
| 117 |  $CL | COLGATE PALMOLIVE CO | $412,769 | 0.0% | +0% | 72.4 |
| 118 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $405,983 | 0.0% | -9% | 72.9 |
| 119 |  $ALL | ALLSTATE CORP | $404,778 | 0.0% | -6% | 76.6 |
| 120 |  $CSCO | CISCO SYSTEMS, INC. | $403,219 | 0.0% | +0% | 72.3 |
| 121 | — | VANGUARD WELLINGTON FD | $396,570 | 0.0% | NEW | — |
| 122 |  $MA | Mastercard Inc | $391,256 | 0.0% | +0% | 81.7 |
| 123 | — | VANGUARD INTL EQUITY INDEX F | $388,830 | 0.0% | +0% | — |
| 124 |  $WTFC | WINTRUST FINANCIAL CORP | $384,725 | 0.0% | +20% | 34.1 |
| 125 | — | ISHARES TR | $376,411 | 0.0% | +0% | — |
| 126 | $MSTRCALL | Strategy Inc | $374,400 | — | +0% | 25.4 |
| 127 |  $KMX | CARMAX INC | $374,220 | 0.0% | +0% | 54.1 |
| 128 | $MCDPUT | MCDONALDS CORP | $372,948 | — | +0% | 73.9 |
| 129 |  $IBIT | iShares Bitcoin Trust ETF | $357,268 | 0.0% | +28% | — |
| 130 |  $BA | BOEING CO | $352,682 | 0.0% | -6% | 51.8 |
| 131 |  $DELL | Dell Technologies Inc. | $348,094 | 0.0% | +16% | 76 |
| 132 | — | ISHARES TR | $346,702 | 0.0% | -15% | — |
| 133 |  $F | FORD MOTOR CO | $323,943 | 0.0% | +0% | 58.5 |
| 134 |  $CSX | CSX CORP | $312,555 | 0.0% | +0% | 66.4 |
| 135 |  $PTLO | Portillo's Inc. | $310,762 | 0.0% | +0% | 40.6 |
| 136 |  $GSG | iShares S&P GSCI Commodity-Indexed Trust | $309,600 | 0.0% | +0% | — |
| 137 |  $ABT | ABBOTT LABORATORIES | $306,358 | 0.0% | -0% | 67 |
| 138 |  $RYAAY | RYANAIR HOLDINGS PLC | $289,000 | 0.0% | +0% | — |
| 139 |  $CEG | Constellation Energy Corp | $271,886 | 0.0% | -17% | 62.5 |
| 140 |  $PFE | PFIZER INC | $267,462 | 0.0% | +3% | 69 |
| 141 |  $ASML | ASML HOLDING NV | $258,883 | 0.0% | NEW | — |
| 142 |  $WFC | WELLS FARGO & COMPANY/MN | $258,046 | 0.0% | -1% | — |
| 143 |  $ORCL | ORACLE CORP | $256,782 | 0.0% | +3% | 67.2 |
| 144 | — | SELECT SECTOR SPDR TR | $246,892 | 0.0% | +159% | — |
| 145 | — | ISHARES TR | $244,163 | 0.0% | +0% | — |
| 146 |  $IVZ | Invesco Ltd. | $242,870 | 0.0% | +1% | — |
| 147 |  $HON | HONEYWELL INTERNATIONAL INC | $241,958 | 0.0% | +0% | 65.7 |
| 148 | — | BNY MELLON ETF TRUST II | $241,941 | 0.0% | NEW | — |
| 149 | — | ISHARES TR | $241,484 | 0.0% | +1% | — |
| 150 | — | VANGUARD SCOTTSDALE FDS | $239,079 | 0.0% | -10% | — |
| 151 | — | SCHWAB STRATEGIC TR | $237,088 | 0.0% | +0% | — |
| 152 |  $INTU | INTUIT INC. | $236,945 | 0.0% | NEW | 82 |
| 153 | — | VANGUARD INDEX FDS | $233,790 | 0.0% | +0% | — |
| 154 | — | SELECT SECTOR SPDR TR | $232,537 | 0.0% | -2% | — |
| 155 |  $UNH | UNITEDHEALTH GROUP INC | $231,355 | 0.0% | +0% | 66.8 |
| 156 |  $COFS | CHOICEONE FINANCIAL SERVICES INC | $227,772 | 0.0% | +0% | 66.3 |
| 157 |  $COP | CONOCOPHILLIPS | $226,968 | 0.0% | NEW | 74.8 |
| 158 | — | ISHARES TR | $224,720 | 0.0% | +0% | — |
| 159 |  $LOW | LOWES COMPANIES INC | $223,386 | 0.0% | +0% | 63.5 |
| 160 |  $PSX | Phillips 66 | $222,803 | 0.0% | NEW | 47.6 |
| 161 |  $DIS | Walt Disney Co | $222,227 | 0.0% | -0% | 68.9 |
| 162 |  $ESTC | Elastic N.V. | $215,457 | 0.0% | +0% | — |
| 163 |  $VIAV | VIAVI SOLUTIONS INC. | $214,889 | 0.0% | NEW | 42.9 |
| 164 |  $LYFT | Lyft, Inc. | $213,585 | 0.0% | +0% | 63.1 |
| 165 |  $IDA | IDACORP INC | $213,551 | 0.0% | NEW | 62.6 |
| 166 |  $MS | MORGAN STANLEY | $210,866 | 0.0% | +2% | — |
| 167 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $210,856 | 0.0% | +20% | — |
| 168 |  $HOOD | Robinhood Markets, Inc. | $210,465 | 0.0% | -2% | 75.8 |
| 169 | — | ISHARES TR | $210,197 | 0.0% | +0% | — |
| 170 | — | VANGUARD WORLD FD | $207,614 | 0.0% | +2% | — |
| 171 | — | SELECT SECTOR SPDR TR | $203,547 | 0.0% | -11% | — |
| 172 |  $BBWI | Bath & Body Works, Inc. | $198,967 | 0.0% | +0% | 59.8 |
| 173 |  $FMC | FMC CORP | $172,200 | 0.0% | NEW | 28.6 |
| 174 |  $FIGS | FIGS, Inc. | $147,700 | 0.0% | +0% | 51.5 |
| 175 |  $HELE | HELEN OF TROY LTD | $144,200 | 0.0% | NEW | 34.9 |
| 176 |  $CLW | Clearwater Paper Corp | $143,800 | 0.0% | NEW | 31 |
| 177 |  $FWRG | First Watch Restaurant Group, Inc. | $110,040 | 0.0% | NEW | 46 |
| 178 |  $VINP | Vinci Compass Investments Ltd. | $105,500 | 0.0% | +0% | — |
| 179 | — | DIREXION SHARES ETF TRUST | $104,940 | 0.0% | NEW | — |
| 180 |  $NEO | NEOGENOMICS INC | $74,200 | 0.0% | +0% | 34.6 |
| 181 |  $STKS | ONE Group Hospitality, Inc. | $53,400 | 0.0% | +50% | 43.9 |
| 182 |  $DNUT | Krispy Kreme, Inc. | $33,900 | 0.0% | +0% | 24.9 |
| 183 |  $ANGX | Angel Studios, Inc. | $30,500 | 0.0% | NEW | 26 |
| 184 |  $LDI | loanDepot, Inc. | $21,300 | 0.0% | +0% | — |
| 185 |  $SLQT | SelectQuote, Inc. | $15,738 | 0.0% | +150% | 64.2 |
| 186 |  $UHG | United Homes Group, Inc. | $11,600 | 0.0% | +0% | 30.1 |
| 187 |  $BYND | BEYOND MEAT, INC. | $7,100 | 0.0% | +0% | 13.1 |
New Positions (15)
$AMAT APPLIED MATERIALS INC /DE$832,396$ASML ASML HOLDING NV$258,883$INTU INTUIT INC.$236,945$COP CONOCOPHILLIPS$226,968$PSX Phillips 66$222,803$VIAV VIAVI SOLUTIONS INC.$214,889$IDA IDACORP INC$213,551$FMC FMC CORP$172,200$HELE HELEN OF TROY LTD$144,200$CLW Clearwater Paper Corp$143,800$FWRG First Watch Restaurant Group, Inc.$110,040$ANGX Angel Studios, Inc.$30,500Exited Positions (14)
$CHRW C. H. ROBINSON WORLDWIDE, INC.
$EQX Equinox Gold Corp.
$FICO FAIR ISAAC CORP
$BAC BANK OF AMERICA CORP /DE/
$GDDY GoDaddy Inc.
$PANW Palo Alto Networks Inc
$ANET Arista Networks, Inc.
$CCL Carnival Corp Ltd.
$UPS UNITED PARCEL SERVICE INC
$TV GRUPO TELEVISA, S.A.B.
$ABEV AMBEV S.A.
$GGB GERDAU S.A.
$NDLS NOODLES & Co
$ASST Strive, Inc.Browse Top Institutional Investors
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