Kapstone Financial Advisors LLC - Q42025 Holdings

Kapstone Financial Advisors LLC holds 133 stocks with a total portfolio value of $ 201.15M as of Q42025. In Q42025, Kapstone Financial Advisors LLC added 17 new positions, increased stakes in 36 stocks, reduced 38 holdings, and fully exited 6 positions. The largest holding is Ishares Tr (IVV), representing 19.80% of the total portfolio.