Capstone Financial Advisors, Inc.
All 13F Filings
- Location
- Downers Grove, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,052,763
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 192 | 2,052,763 | 13F-HR | Capstone Financial Advisors, Inc. |
| Q1 2026 | 5/15/2026 | 187 | 1,857,420 | 13F-HR | Capstone Financial Advisors, Inc. |
| Q4 2025 | 2/17/2026 | 186 | 1,878,196 | 13F-HR | Capstone Financial Advisors, Inc. |
| Q3 2025 | 11/14/2025 | 184 | 1,845,130 | 13F-HR | Capstone Financial Advisors, Inc. |
| Q2 2025 | 8/8/2025 | 178 | 1,725,147 | 13F-HR | Capstone Financial Advisors, Inc. |
| Q2 2014 | 8/11/2014 | 79 | 143,766 | 13F-HR | Capstone Financial Advisors, Inc. |
| Q1 2014 | 5/14/2014 | 72 | 163,402 | 13F-HR/A - RESTATEMENT | Capstone Financial Advisors, Inc. |
| Q1 2014 | 5/8/2014 | 72 | 155,150 | 13F-HR | Capstone Financial Advisors, Inc. |
| Q4 2013 | 2/11/2014 | 72 | 155,150 | 13F-HR | Capstone Financial Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
324
(0.0% of total reported value)
· QoQ Δ:
-423
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 491.1 K | 23.9% | 27.72 K | 0 | 27.72 K |
| ETFs | 1.561 M | 76.1% | 168 K | 0 | 168 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
2,052,763
Holdings
192
QoQ value change ($000)
195,343
(10.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.