Capstone Financial Advisors, Inc. Diversified Active

Location: Downers Grove, IL

CIK: 0001599217 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $2.053B (100.0% shares, 0.0% debt)

Holdings (192)

VTI VANGUARD INDEX FDS 17.8%
Value $366M Shares 988,799 Est. Cost Unrealized
IWB ISHARES TR 12.7%
Value $261M Shares 637,495 Est. Cost Unrealized
DFAC DIMENSIONAL ETF TRUST 12.0%
Value $246M Shares 5,543,948 Est. Cost Unrealized
NFRA FLEXSHARES TR 7.3%
Value $151M Shares 2,350,358 Est. Cost Unrealized
BND VANGUARD BD INDEX FDS 6.6%
Value $135M Shares 1,832,708 Est. Cost Unrealized
VXUS VANGUARD STAR FDS 4.8%
Value $98.62M Shares 1,153,621 Est. Cost Unrealized
IXUS ISHARES TR 4.2%
Value $86.98M Shares 911,328 Est. Cost Unrealized
DFAX DIMENSIONAL ETF TRUST 3.7%
Value $75.28M Shares 2,043,404 Est. Cost Unrealized
IWF ISHARES TR 2.8%
Value $56.78M Shares 457,245 Est. Cost Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.7%
Value $54.47M Shares 1,124,674 Est. Cost Unrealized
MCD MCDONALDS CORP 2.5%
Value $52.22M Shares 193,183 Est. Cost Unrealized
TLTD FLEXSHARES TR 2.2%
Value $44.84M Shares 457,172 Est. Cost Unrealized
TILT FLEXSHARES TR 2.1%
Value $43.7M Shares 158,287 Est. Cost Unrealized
AAPL APPLE INC 2.0%
Value $40.14M Shares 138,711 Est. Cost Unrealized
ITOT ISHARES TR 1.8%
Value $36.35M Shares 221,301 Est. Cost Unrealized
REET ISHARES TR 1.1%
Value $23.51M Shares 851,372 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 1.0%
Value $20.86M Shares 63,735 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value $20.53M Shares 102,613 Est. Cost Unrealized
AVRE AMERICAN CENTY ETF TR 0.7%
Value $14.76M Shares 311,435 Est. Cost Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.5%
Value $10.52M Shares 14,956 Est. Cost Unrealized
IWM ISHARES TR 0.5%
Value $10.41M Shares 34,638 Est. Cost Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value $9.106M Shares 38,484 Est. Cost Unrealized
AMZN AMAZON COM INC 0.4%
Value $8.896M Shares 37,326 Est. Cost Unrealized
AGG ISHARES TR 0.4%
Value $8.624M Shares 87,126 Est. Cost Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.4%
Value $7.667M Shares 22,634 Est. Cost Unrealized
IGF ISHARES TR 0.4%
Value $7.469M Shares 112,150 Est. Cost Unrealized
VTEB VANGUARD MUN BD FDS 0.3%
Value $6.549M Shares 129,470 Est. Cost Unrealized
IAGG ISHARES TR 0.3%
Value $6.388M Shares 126,254 Est. Cost Unrealized
MSFT MICROSOFT CORP 0.3%
Value $6.188M Shares 16,590 Est. Cost Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value $5.941M Shares 48,931 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value $5.242M Shares 7 Est. Cost Unrealized
CME CME GROUP INC 0.2%
Value $4.005M Shares 18,134 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value $3.794M Shares 3,287 Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $3.769M Shares 4,029 Est. Cost Unrealized
DFAU DIMENSIONAL ETF TRUST 0.2%
Value $3.479M Shares 67,306 Est. Cost Unrealized
GOOGL ALPHABET INC 0.2%
Value $3.429M Shares 9,595 Est. Cost Unrealized
QCOM QUALCOMM INC 0.2%
Value $3.149M Shares 17,039 Est. Cost Unrealized
RWO SPDR INDEX SHS FDS 0.2%
Value $3.138M Shares 63,134 Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.1%
Value $3.046M Shares 4,079 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.1%
Value $2.981M Shares 29,174 Est. Cost Unrealized
CAT CATERPILLAR INC 0.1%
Value $2.868M Shares 2,693 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 0.1%
Value $2.772M Shares 11,425 Est. Cost Unrealized
DFAI DIMENSIONAL ETF TRUST 0.1%
Value $2.621M Shares 63,544 Est. Cost Unrealized
TRI CONTL CORP 0.1%
Value $2.599M Shares 75,513 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $2.496M Shares 3,389 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $2.474M Shares 5,710 Est. Cost Unrealized
ETN EATON CORP PLC 0.1%
Value $2.331M Shares 5,470 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $2.187M Shares 3,764 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $2.027M Shares 2,804 Est. Cost Unrealized
WMT WALMART INC 0.1%
Value $1.975M Shares 17,435 Est. Cost Unrealized
META META PLATFORMS INC 0.1%
Value $1.884M Shares 3,345 Est. Cost Unrealized
INTC INTEL CORP 0.1%
Value $1.879M Shares 13,458 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $1.829M Shares 13,375 Est. Cost Unrealized
MUB ISHARES TR 0.1%
Value $1.663M Shares 15,448 Est. Cost Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value $1.577M Shares 30,206 Est. Cost Unrealized
KO COCA COLA CO 0.1%
Value $1.492M Shares 18,361 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $1.486M Shares 5,283 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $1.478M Shares 2,953 Est. Cost Unrealized
UL UNILEVER PLC 0.1%
Value $1.417M Shares 23,571 Est. Cost Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value $1.385M Shares 180,286 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $1.307M Shares 5,148 Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $1.253M Shares 1,642 Est. Cost Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value $1.247M Shares 24,448 Est. Cost Unrealized
DFIC DIMENSIONAL ETF TRUST 0.1%
Value $1.18M Shares 31,667 Est. Cost Unrealized
CI THE CIGNA GROUP 0.1%
Value $1.146M Shares 4,158 Est. Cost Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.1%
Value $1.109M Shares 43,424 Est. Cost Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value $1.102M Shares 17,935 Est. Cost Unrealized
MRK MERCK & CO INC 0.1%
Value $1.068M Shares 8,309 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value $1.027M Shares 4,983 Est. Cost Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value $1.012M Shares 1,473 Est. Cost Unrealized
IWV ISHARES TR 0.0%
Value $1.008M Shares 2,363 Est. Cost Unrealized
IVV ISHARES TR 0.0%
Value $987K Shares 1,317 Est. Cost Unrealized
ABBV ABBVIE INC 0.0%
Value $985K Shares 3,914 Est. Cost Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $981K Shares 17,398 Est. Cost Unrealized
GOOG ALPHABET INC 0.0%
Value $879K Shares 2,488 Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $866K Shares 2,007 Est. Cost Unrealized
LLY ELI LILLY & CO 0.0%
Value $858K Shares 715 Est. Cost Unrealized
GWW WW GRAINGER INC 0.0%
Value $852K Shares 626 Est. Cost Unrealized
GEV GE VERNOVA INC 0.0%
Value $846K Shares 720 Est. Cost Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value $832K Shares 14,739 Est. Cost Unrealized
HD HOME DEPOT INC 0.0%
Value $800K Shares 2,268 Est. Cost Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value $794K Shares 18,389 Est. Cost Unrealized
GE GE AEROSPACE 0.0%
Value $786K Shares 2,104 Est. Cost Unrealized
TSLA TESLA INC 0.0%
Value $764K Shares 1,816 Est. Cost Unrealized
KLAC KLA CORP 0.0%
Value $747K Shares 2,476 Est. Cost Unrealized
GIS GENERAL MILLS INC 0.0%
Value $728K Shares 20,928 Est. Cost Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value $727K Shares 5,500 Est. Cost Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value $663K Shares 22,880 Est. Cost Unrealized
AVGO BROADCOM INC 0.0%
Value $655K Shares 1,733 Est. Cost Unrealized
CVX CHEVRON CORPORATION 0.0%
Value $645K Shares 3,891 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $644K Shares 11,182 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $630K Shares 5,401 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $630K Shares 5,116 Est. Cost Unrealized
GLD SPDR GOLD TR 0.0%
Value $628K Shares 1,704 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $616K Shares 1,821 Est. Cost Unrealized
CSCO CISCO SYS INC 0.0%
Value $615K Shares 5,238 Est. Cost Unrealized
BY BYLINE BANCORP INC 0.0%
Value $604K Shares 16,040 Est. Cost Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $599K Shares 5,012 Est. Cost Unrealized
AGGY WISDOMTREE TR 0.0%
Value $562K Shares 12,925 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%
Value $558K Shares 1,168 Est. Cost Unrealized
AMGN AMGEN INC 0.0%
Value $548K Shares 1,513 Est. Cost Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value $541K Shares 2,482 Est. Cost Unrealized
MSTR STRATEGY INC 0.0%
Value $531K Shares 6,107 Est. Cost Unrealized
V VISA INC 0.0%
Value $517K Shares 1,506 Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $505K Shares 4,059 Est. Cost Unrealized
KMX CARMAX INC 0.0%
Value $502K Shares 9,500 Est. Cost Unrealized
MPC MARATHON PETE CORP 0.0%
Value $495K Shares 1,938 Est. Cost Unrealized
IJR ISHARES TR 0.0%
Value $490K Shares 3,302 Est. Cost Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.0%
Value $485K Shares 2,841 Est. Cost Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value $485K Shares 16,487 Est. Cost Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value $470K Shares 3,208 Est. Cost Unrealized
ALL ALLSTATE CORP 0.0%
Value $469K Shares 1,972 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $458K Shares 3,380 Est. Cost Unrealized
WTFC WINTRUST FINL CORP 0.0%
Value $445K Shares 2,769 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $444K Shares 4,842 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $438K Shares 5,738 Est. Cost Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $434K Shares 5,177 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $429K Shares 1,259 Est. Cost Unrealized
IFRA ISHARES TR 0.0%
Value $416K Shares 6,600 Est. Cost Unrealized
SNDK SANDISK CORP 0.0%
Value $398K Shares 175 Est. Cost Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $395K Shares 5,543 Est. Cost Unrealized
F FORD MTR CO 0.0%
Value $383K Shares 27,578 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $383K Shares 746 Est. Cost Unrealized
PTLO PORTILLOS INC 0.0%
Value $373K Shares 78,745 Est. Cost Unrealized
NFLX NETFLIX INC. 0.0%
Value $371K Shares 5,202 Est. Cost Unrealized
GLDM WORLD GOLD TR 0.0%
Value $370K Shares 4,664 Est. Cost Unrealized
CSX CSX CORP 0.0%
Value $366K Shares 7,706 Est. Cost Unrealized
BA BOEING CO 0.0%
Value $362K Shares 1,671 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $361K Shares 708 Est. Cost Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $358K Shares 3,569 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $357K Shares 860 Est. Cost Unrealized
ASML ASML HLDG NV 0.0%
Value $342K Shares 172 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $338K Shares 7,984 Est. Cost Unrealized
T AT&T INC 0.0%
Value $333K Shares 16,091 Est. Cost Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $328K Shares 11,838 Est. Cost Unrealized
MCD MCDONALDS CORP 0.0%
Value $324K Shares 1,200 Est. Cost Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value $324K Shares 5,000 Est. Cost Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $320K Shares 3,715 Est. Cost Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $320K Shares 9,599 Est. Cost Unrealized
SMH VANECK ETF TRUST 0.0%
Value $312K Shares 476 Est. Cost Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value $308K Shares 870 Est. Cost Unrealized
ICSH ISHARES TR 0.0%
Value $308K Shares 6,093 Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $299K Shares 3,300 Est. Cost Unrealized
IYW ISHARES TR 0.0%
Value $292K Shares 1,159 Est. Cost Unrealized
WFC WELLS FARGO & CO 0.0%
Value $277K Shares 3,354 Est. Cost Unrealized
URI UNITED RENTALS INC 0.0%
Value $276K Shares 244 Est. Cost Unrealized
USRT ISHARES TR 0.0%
Value $276K Shares 4,148 Est. Cost Unrealized
COFS CHOICEONE FINANCIA 0.0%
Value $275K Shares 8,100 Est. Cost Unrealized
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value $275K Shares 9,600 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value $275K Shares 1,313 Est. Cost Unrealized
ALAB ASTERA LABS INC 0.0%
Value $274K Shares 568 Est. Cost Unrealized
INTU INTUIT 0.0%
Value $274K Shares 1,048 Est. Cost Unrealized
IJH ISHARES TR 0.0%
Value $273K Shares 3,545 Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value $267K Shares 1,439 Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $265K Shares 1,809 Est. Cost Unrealized
RTX RTX CORPORATION 0.0%
Value $260K Shares 1,370 Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $253K Shares 1,019 Est. Cost Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value $251K Shares 10,668 Est. Cost Unrealized
BBWI BATH & BODY WORKS INC 0.0%
Value $246K Shares 10,657 Est. Cost Unrealized
IDA IDACORP INC 0.0%
Value $246K Shares 1,625 Est. Cost Unrealized
ESTC ELASTIC N V 0.0%
Value $246K Shares 4,310 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $244K Shares 7,182 Est. Cost Unrealized
BNDW VANGUARD SCOTTSDALE FDS 0.0%
Value $242K Shares 3,528 Est. Cost Unrealized
ADBE ADOBE INC 0.0%
Value $240K Shares 1,169 Est. Cost Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $237K Shares 2,854 Est. Cost Unrealized
IVW ISHARES TR 0.0%
Value $236K Shares 1,719 Est. Cost Unrealized
LYFT LYFT INC 0.0%
Value $235K Shares 16,059 Est. Cost Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value $233K Shares 1,472 Est. Cost Unrealized
HELE HELEN OF TROY LTD 0.0%
Value $233K Shares 8,000 Est. Cost Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value $231K Shares 2,802 Est. Cost Unrealized
DIS DISNEY WALT CO 0.0%
Value $226K Shares 2,348 Est. Cost Unrealized
PFE PFIZER INC 0.0%
Value $224K Shares 9,307 Est. Cost Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value $215K Shares 6,065 Est. Cost Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $215K Shares 432 Est. Cost Unrealized
IEFA ISHARES TR 0.0%
Value $214K Shares 2,216 Est. Cost Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $212K Shares 3,555 Est. Cost Unrealized
LOW LOWES COS INC 0.0%
Value $208K Shares 943 Est. Cost Unrealized
FICO FAIR ISAAC CORP 0.0%
Value $208K Shares 174 Est. Cost Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value $207K Shares 1,218 Est. Cost Unrealized
PSX PHILLIPS 66 0.0%
Value $206K Shares 1,221 Est. Cost Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $206K Shares 616 Est. Cost Unrealized
FWRG FIRST WATCH RESTAURANT GROUP 0.0%
Value $135K Shares 10,500 Est. Cost Unrealized
FMC FMC CORP 0.0%
Value $115K Shares 10,000 Est. Cost Unrealized
FIGS FIGS INC 0.0%
Value $103K Shares 10,042 Est. Cost Unrealized
VINP VINCI COMPASS INVESTMENTS LT 0.0%
Value $97,300 Shares 10,000 Est. Cost Unrealized
SPDN DIREXION SHARES ETF TRUST 0.0%
Value $87,410 Shares 10,082 Est. Cost Unrealized
STKS THE ONE GROUP HOSPITALITY IN 0.0%
Value $60,300 Shares 30,000 Est. Cost Unrealized
KOPN KOPIN CORP 0.0%
Value $44,854 Shares 10,012 Est. Cost Unrealized
ANGX ANGEL STUDIOS INC. 0.0%
Value $36,700 Shares 10,000 Est. Cost Unrealized
SLQT SELECTQUOTE INC 0.0%
Value $29,439 Shares 35,000 Est. Cost Unrealized
LDI LOANDEPOT INC 0.0%
Value $18,750 Shares 15,000 Est. Cost Unrealized
GPUS HYPERSCALE DATA INC 0.0%
Value $2,814 Shares 20,000 Est. Cost Unrealized