Kapstone Financial Advisors LLC
All 13F Filings
- Location
- Lebanon, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 204,149
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 154 | 204,149 | 13F-HR | Kapstone Financial Advisors LLC |
| Q4 2025 | 2/5/2026 | 133 | 201,153 | 13F-HR | Kapstone Financial Advisors LLC |
| Q3 2025 | 11/7/2025 | 122 | 212,289 | 13F-HR | Kapstone Financial Advisors LLC |
| Q2 2025 | 7/11/2025 | 120 | 200,535 | 13F-HR | Kapstone Financial Advisors LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 109.6 K | 53.7% | 0 | 24.15 K | -24.15 K |
| ETFs | 93.81 K | 46.0% | 26.4 K | 0 | 26.4 K |
| Debt | 750 | 0.4% | 750 | 0 | 750 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
204,149
Holdings
154
QoQ value change ($000)
2,996
(1.5%)
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.