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Home > Institutional Investor > Kapstone Financial Advisors Llc > Profile

Instuitional Investor - Kapstone Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Kapstone Financial Advisors Llc
Portfolio Value $238,845,123
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 61,329 $45,928,926 19.23%
2.
Apple Inc.
 AAPL 61,991 $17,937,675 7.51%
3.
Ishares Tr - CORE HIGH DV ETF
 498,717 $13,669,824 5.72%
4.
Ishares Trust
 IEF 53,760 $7,393,616 3.1%
5.
Invesco Qqq Tr
 7,460 $5,493,544 2.3%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.