Capstone Financial Advisors, Inc.
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$1.9B
Holdings
185
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
16.7%
02
$IWB
ISHARES TR
Held since at least Q1 2024
12.4%
03
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
11.6%
04
$NFRA
FLEXSHARES TR
Held since at least Q1 2024
7.9%
05
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
7.0%
06
$VXUS
VANGUARD STAR FDS
Held since at least Q1 2024
4.8%
07
$IXUS
ISHARES TR
Held since at least Q1 2024
4.2%
08
$DFAX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.8%
09
$MCD
MCDONALDS CORP
Held since at least Q1 2024
3.3%
10
$BNDX
VANGUARD CHARLOTTE FDS
Held since at least Q1 2024
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:13 UTC.