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Capstone Financial Advisors, Inc.

Q3 2025 · 13F-HR

Capstone Financial Advisors, Inc.holdings as filed

Filed 2025-11-14 · accession 0001599217-25-000007

$1.85B
Reported value
182
Positions
2025-09-30
Period end
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The Brief · Capstone Financial Advisors, Inc. · Q3 2025

AI · grounded in 13F

Capstone Financial Advisors, Inc. established a new position in VTI valued at $310.1M. The fund also initiated new holdings in IWB for $239.2M and DFAC for $207.6M. Other new additions include NFRA at $135.5M, BND at $128.4M, and VXUS at $84.2M. Total assets under management stand at $1.8B across 182 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$310.1M16.8%944,996CommonNONE
464287622IWBISHARES TR$239.2M13.0%654,417CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$207.6M11.2%5,381,765CommonNONE
33939L795NFRAFLEXSHARES TR$135.5M7.34%2,153,565CommonNONE
921937835BNDVANGUARD BD INDEX FDS$128.4M6.96%1,725,971CommonNONE
921909768VXUSVANGUARD STAR FDS$84.2M4.56%1,146,203CommonNONE
46432F834IXUSISHARES TR$75.7M4.10%916,702CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$65.7M3.56%2,092,625CommonNONE
580135101MCDMCDONALDS CORP$61.3M3.32%201,654CommonNONE
464287614IWFISHARES TR$53.8M2.92%114,828CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$52.9M2.87%1,068,881CommonNONE
33939L100TILTFLEXSHARES TR$44.6M2.42%184,195CommonNONE
33939L803TLTDFLEXSHARES TR$40.9M2.22%460,998CommonNONE
037833100AAPLAPPLE INC$38.3M2.08%150,363CommonNONE
464287150ITOTISHARES TR$31.1M1.69%213,650CommonNONE
46434V647REETISHARES TR$21.6M1.17%844,361CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$17.5M0.95%55,627CommonNONE
67066G104NVDANVIDIA CORPORATION$14.4M0.78%77,280CommonNONE
025072356AVREAMERICAN CENTY ETF TR$13.5M0.73%304,321CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$9.1M0.50%15,340CommonNONE
464287226AGGISHARES TR$9.1M0.49%90,901CommonNONE
023135106AMZNAMAZON COM INC$8.8M0.48%40,024CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$8.7M0.47%40,513CommonNONE
464287655IWMISHARES TR$8.6M0.47%35,523CommonNONE
922907746VTEBVANGUARD MUN BD FDS$8.3M0.45%164,973CommonNONE
594918104MSFTMICROSOFT CORP$8.1M0.44%15,664CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$7.0M0.38%23,036CommonNONE
464288372IGFISHARES TR$6.8M0.37%111,329CommonNONE
46435G672IAGGISHARES TR$6.4M0.34%124,141CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$6.0M0.33%8CommonNONE
594972408MSTRSTRATEGY INC$5.4M0.29%16,698CommonNONE
12572Q105CMECME GROUP INC$4.9M0.27%18,105CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$4.8M0.26%49,378CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.8M0.21%4,145CommonNONE
931142103WMTWALMART INC$3.3M0.18%31,578CommonNONE
02079K305GOOGLALPHABET INC$3.2M0.17%12,974CommonNONE
78463X749RWOSPDR INDEX SHS FDS$3.0M0.16%66,212CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.9M0.16%4,341CommonNONE
747525103QCOMQUALCOMM INC$2.9M0.16%17,290CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$2.7M0.15%11,110CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$2.7M0.15%58,932CommonNONE
895436103TYTRI CONTL CORP$2.6M0.14%75,513CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$2.5M0.13%67,964CommonNONE
30303M102METAMETA PLATFORMS INC$2.1M0.12%2,903CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M0.11%4,217CommonNONE
G29183103ETNEATON CORP PLC$2.0M0.11%5,416CommonNONE
464288414MUBISHARES TR$2.0M0.11%18,964CommonNONE
46090E103QQQINVESCO QQQ TR$1.7M0.09%2,886CommonNONE
904767704UNILEVER PLC$1.6M0.09%26,596CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.08%13,351CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.08%5,195CommonNONE
922908363VOOVANGUARD INDEX FDS$1.4M0.08%2,358CommonNONE
11135F101AVGOBROADCOM INC$1.4M0.07%4,187CommonNONE
149123101CATCATERPILLAR INC$1.3M0.07%2,801CommonNONE
88160R101TSLATESLA INC$1.3M0.07%2,898CommonNONE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$1.3M0.07%77,527CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1.3M0.07%6,626CommonNONE
125523100CITHE CIGNA GROUP$1.2M0.07%4,186CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$1.1M0.06%185,686CommonNONE
191216100KOCOCA COLA CO$1.1M0.06%16,789CommonNONE
370334104GISGENERAL MLS INC$1.1M0.06%21,478CommonNONE
011659109ALKALASKA AIR GROUP INC$972,7020.05%19,540CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$971,2050.05%5,324CommonNONE
006212104ADXADAMS DIVERSIFIED EQUITY FD$937,9820.05%42,062CommonNONE
G1757E113CMCLCALEDONIA MNG CORP PLC$930,5610.05%25,699CommonNONE
478160104JNJJOHNSON & JOHNSON$902,0600.05%4,865CommonNONE
464287689IWVISHARES TR$889,1650.05%2,346CommonNONE
00287Y109ABBVABBVIE INC$885,4980.05%3,824CommonNONE
384802104GWWGRAINGER W W INC$884,3470.05%928CommonNONE
464287200IVVISHARES TR$880,4570.05%1,315CommonNONE
437076102HDHOME DEPOT INC$873,1300.05%2,155CommonNONE
316773100FITBFIFTH THIRD BANCORP$869,4870.05%19,517CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$846,1510.05%5,022CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$836,2090.05%18,541CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$829,8380.04%14,533CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$764,5030.04%1,559CommonNONE
58933Y105MRKMERCK & CO INC$756,4490.04%9,013CommonNONE
513272104LWLAMB WESTON HLDGS INC$721,2680.04%12,419CommonNONE
64110L106NFLXNETFLIX INC$718,1540.04%599CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$706,2630.04%2,864CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$680,3930.04%20,750CommonNONE
369604301GEGE AEROSPACE$649,0060.04%2,157CommonNONE
458140100INTCINTEL CORP$648,9430.04%19,343CommonNONE
025816109AXPAMERICAN EXPRESS CO$644,0770.03%1,939CommonNONE
921910733ESGVVANGUARD WORLD FD$632,9780.03%5,344CommonNONE
354921108EZBCFRANKLIN TEMPLETON DIGITAL H$612,4430.03%9,250CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$604,2640.03%23,503CommonNONE
166764100CVXCHEVRON CORP NEW$601,7810.03%3,875CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$592,2270.03%11,603CommonNONE
02079K107GOOGALPHABET INC$583,4260.03%2,396CommonNONE
97717X511AGGYWISDOMTREE TR$574,4420.03%12,976CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$564,3870.03%9,812CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$564,2970.03%14,399CommonNONE
78463V107GLDSPDR GOLD TR$562,7100.03%1,583CommonNONE
46434V878ICSHISHARES TR$562,2700.03%11,079CommonNONE
742718109PGPROCTER AND GAMBLE CO$535,4050.03%3,485CommonNONE
92826C839VVISA INC$530,6220.03%1,554CommonNONE
683712103OPENOPENDOOR TECHNOLOGIES INC$520,0670.03%65,253CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$469,3100.03%7,832CommonNONE
532457108LLYELI LILLY & CO$468,7840.03%614CommonNONE
713448108PEPPEPSICO INC$464,2390.03%3,306CommonNONE
92204A702VGTVANGUARD WORLD FD$464,2310.03%622CommonNONE
57636Q104MAMASTERCARD INCORPORATED$459,5640.02%808CommonNONE
020002101ALLALLSTATE CORP$455,9640.02%2,124CommonNONE
68389X105ORCLORACLE CORP$448,0160.02%1,593CommonNONE
002824100ABTABBOTT LABS$446,4210.02%3,333CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$445,3220.02%16,907CommonNONE
124411109BYBYLINE BANCORP INC$440,1030.02%15,871CommonNONE
031162100AMGNAMGEN INC$422,1030.02%1,496CommonNONE
98149E303GLDMWORLD GOLD TR$417,9530.02%5,467CommonNONE
464287804IJRISHARES TR$413,2910.02%3,478CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$399,8630.02%9,098CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$387,5390.02%22,440CommonNONE
194162103CLCOLGATE PALMOLIVE CO$387,3900.02%4,846CommonNONE
73642K106PTLOPORTILLOS INC$378,9060.02%58,745CommonNONE
922908744VTVVANGUARD INDEX FDS$378,0620.02%2,027CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$369,5180.02%5,177CommonNONE
00206R102TAT&T INC$369,0130.02%13,067CommonNONE
56585A102MPCMARATHON PETE CORP$366,9770.02%1,904CommonNONE
N14506104ESTCELASTIC N V$364,1520.02%4,310CommonNONE
36828A101GEVGE VERNOVA INC$363,4070.02%591CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$356,5250.02%5,485CommonNONE
17275R102CSCOCISCO SYS INC$353,8030.02%5,171CommonNONE
55087P104LYFTLYFT INC$353,6790.02%16,069CommonNONE
539830109LMTLOCKHEED MARTIN CORP$349,7300.02%701CommonNONE
770700102HOODROBINHOOD MKTS INC$343,6320.02%2,400CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$342,4120.02%5,732CommonNONE
46435U713IFRAISHARES TR$342,3740.02%6,482CommonNONE
097023105BABOEING CO$338,8540.02%1,570CommonNONE
345370860FFORD MTR CO$330,4400.02%27,629CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$329,8900.02%2,039CommonNONE
254687106DISDISNEY WALT CO$320,8720.02%2,802CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$320,6430.02%974CommonNONE
512807306LRCXLAM RESEARCH CORP$319,1340.02%2,383CommonNONE
143130102KMXCARMAX INC$314,0900.02%7,000CommonNONE
97650W108WTFCWINTRUST FINL CORP$304,4800.02%2,299CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$302,1920.02%1,082CommonNONE
783513203RYAAYRYANAIR HOLDINGS PLC$301,1000.02%5,000CommonNONE
949746101WMT2WELLS FARGO CO NEW$277,7160.02%3,313CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$276,2400.01%800CommonNONE
380237107GDDYGODADDY INC$273,6600.01%2,000CommonNONE
78468R663BILSPDR SERIES TRUST$272,1310.01%2,966CommonNONE
126408103CSXCSX CORP$270,3740.01%7,614CommonNONE
697435105PANWPALO ALTO NETWORKS INC$266,9460.01%1,311CommonNONE
92206C565BNDWVANGUARD SCOTTSDALE FDS$265,3750.01%3,809CommonNONE
303250104FICOFAIR ISAAC CORP$260,3970.01%174CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$259,3700.01%11,233CommonNONE
922908736VUGVANGUARD INDEX FDS$256,6940.01%535CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$253,6810.01%3,037CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$248,7290.01%1,754CommonNONE
717081103PFEPFIZER INC$240,7620.01%9,449CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$239,4510.01%10,286CommonNONE
548661107LOWLOWES COS INC$238,5470.01%949CommonNONE
060505104BACBANK AMERICA CORP$237,7270.01%4,608CommonNONE
464288521USRTISHARES TR$237,4300.01%4,043CommonNONE
170386106COFSCHOICEONE FINL SVCS INC$234,5760.01%8,100CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$234,1350.01%1,518CommonNONE
464287507IJHISHARES TR$229,3410.01%3,514CommonNONE
464287721IYWISHARES TR$226,8170.01%1,158CommonNONE
040413205ANETARISTA NETWORKS INC$226,7250.01%1,556CommonNONE
438516106HONHONEYWELL INTL INC$225,3340.01%1,070CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$224,9210.01%2,870CommonNONE
911363109URIUNITED RENTALS INC$221,7770.01%232CommonNONE
46428R107GSGISHARES S&P GSCI COMMODITY-$220,5120.01%9,600CommonNONE
464287309IVWISHARES TR$211,9280.01%1,756CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$209,5580.01%2,139CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$205,5880.01%1,477CommonNONE
464288513HYGISHARES TR$203,7720.01%2,510CommonNONE
595112103MUMICRON TECHNOLOGY INC$200,0640.01%1,196CommonNONE
40049J206TVGRUPO TELEVISA S A B$134,5000.01%50,000CommonNONE
02319V103ABEVAMBEV SA$111,5000.01%50,000CommonNONE
G9451V109VINPVINCI COMPASS INVESTMENTS LT$107,5000.01%10,000CommonNONE
64049M209NEONEOGENOMICS INC$77,2000.00%10,000CommonNONE
30260D103FIGSFIGS INC$66,9000.00%10,000CommonNONE
88338K103STKSTHE ONE GROUP HOSPITALITY IN$59,2000.00%20,000CommonNONE
53946R106LDILOANDEPOT INC$46,0500.00%15,000CommonNONE
05508R106BGSB & G FOODS INC NEW$44,3000.00%10,000CommonNONE
50101L106DNUTKRISPY KREME INC$38,7000.00%10,000CommonNONE
373737105GGBGERDAU SA$31,0000.00%10,000CommonNONE
65540B105NDLSUSDNOODLES & CO$15,8900.00%25,000CommonNONE
G5496W102LNKSLINKERS INDS LTD$13,9380.00%30,000CommonNONE
G6781A102ORISORIENTAL RISE HLDGS LTD$3,7440.00%20,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.