Capstone Financial Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Downers Grove, IL
CIK
0001599217
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 151 1,396,348 VTI, IWB, DFAC, BND 13F-HR 2/13/2024 000159921724000004
Q3 2023 146 1,267,387 VTI, IWB, DFAC, BND 13F-HR 11/13/2023 000159921723000009
Q2 2023 147 1,330,522 VTI, IWB, DFAC, BND 13F-HR 8/14/2023 000159921723000007
Q1 2023 140 1,264,928 IWB, VTI, DFAC, BND 13F-HR 5/12/2023 000159921723000005
Q4 2022 140 1,182,064 IWB, VTI, DFAC, NFRA 13F-HR 2/15/2023 000159921723000003
Q3 2022 141 1,084,184 IWB, VTI, DFAC, BND 13F-HR 11/14/2022 000159921722000011
Q2 2022 141 1,174,849 IWB, VTI, DFAC, BND 13F-HR 9/2/2022 000159921722000009
Q1 2022 143 1,377,577 IWB, VTI, DFAC, BND 13F-HR 5/13/2022 000159921722000004
Q4 2021 142 1,382,344 IWB, VTI, DFAC, BND 13F-HR 2/11/2022 000159921722000002
Q3 2021 142 1,276,461 IWB, VTI, BND, DFAC 13F-HR 11/15/2021 000159921721000008
Q2 2021 138 1,266,315 IWB, VTI, BND, DFAC 13F-HR 8/16/2021 000159921721000006
Q1 2021 130 1,127,751 IWB, BND, BNDX, VTI 13F-HR 5/12/2021 000159921721000004
Q4 2020 118 1,053,522 IWB, BND, BNDX, VTI 13F-HR 2/16/2021 000159921721000002
Q3 2020 112 945,734 IWB, BND, BNDX, VTI 13F-HR 11/13/2020 000159921720000008
Q2 2020 105 874,261 IWB, BND, BNDX, VTI 13F-HR 8/14/2020 000159921720000006
Q1 2020 96 766,031 IWB, BND, VTI, BNDX 13F-HR 5/14/2020 000159921720000004
Q4 2019 106 710,725 VTI, BND, BNDX, VXUS 13F-HR 2/14/2020 000159921720000002
Q3 2019 102 653,907 VTI, BND, BNDX, VXUS 13F-HR 11/13/2019 000159921719000008
Q2 2019 94 618,112 VTI, BND, BNDX, VXUS 13F-HR 8/12/2019 000159921719000006
Q1 2019 98 585,089 VTI, BND, BNDX, VXUS 13F-HR 5/14/2019 000159921719000004
Q4 2018 90 498,089 VTI, BND, BNDX, VIG 13F-HR 2/14/2019 000159921719000002
Q3 2018 88 402,486 VTI, VIG, BND, MDY 13F-HR 11/20/2018 000159921718000009
Q2 2018 85 333,183 VTI, VIG, MDY, BND 13F-HR 8/15/2018 000159921718000006
Q1 2018 94 303,118 VTI, VIG, MDY, MCD 13F-HR 5/15/2018 000159921718000004
Q4 2017 84 267,970 VIG, VTI, MDY, MCD 13F-HR 2/14/2018 000159921718000002
Q3 2017 85 224,932 VIG, VTI, MDY, MCD 13F-HR 11/14/2017 000159921717000007
Q2 2017 77 206,868 VIG, VTI, MDY, MCD 13F-HR 8/14/2017 000159921717000005
Q1 2017 74 197,193 VIG, VTI, MDY, MCD 13F-HR 5/12/2017 000159921717000003
Q4 2016 75 219,163 VIG, VTI, MDY, AGG 13F-HR 2/14/2017 000159921717000001
Q3 2016 75 188,379 VIG, VTI, MDY, IWF 13F-HR 11/14/2016 000159921716000012
Q2 2016 72 185,100 VIG, VTI, MDY, IWF 13F-HR 8/12/2016 000159921716000010
Q1 2016 71 252,603 VIG, IWF, VTI, MDY 13F-HR 5/9/2016 000159921716000009
Q4 2015 71 281,430 VIG, IWF, VTI, MDY 13F-HR 2/10/2016 000159921716000007
Q3 2015 71 225,622 VIG, IWF, VTI, MDY 13F-HR 11/13/2015 000159921715000005
Q2 2015 99 256,371 VIG, IWF, VTI, MDY 13F-HR 8/13/2015 000159921715000004
Q1 2015 96 260,283 VIG, IWF, VTI, MDY 13F-HR 5/13/2015 000159921715000002
Q4 2014 92 321,781 VIG, IWF, VTI, MDY 13F-HR 2/13/2015 000159921715000001
Q3 2014 79 164,301 VIG, MDY, ELD, MCD 13F-HR 11/13/2014 000159921714000009
Q2 2014 79 143,766 VIG, MDY, MCD, AAPL 13F-HR 8/11/2014 000159921714000008
Q1 2014 72 163,402 VIG, MDY, ELD, MCD RESTATEMENT 5/14/2014 000159921714000007
Q4 2013 72 155,150 VIG, MDY, ELD, MCD 13F-HR 2/11/2014 000159921714000002
Additional filings from Capstone Financial Advisors, Inc. that have since been restated