Fund Universe

Capstone Financial Advisors, Inc.

CIK 0001599217 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.920
AUM ($M)
2,052
Positions
191
Turnover
0.03
Top-10 wt
75%
Herfindahl
0.082
History (qtrs)
6
Excess Return

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Holdings · 207 positions · portfolio value $2,052M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VTI funds › VANGUARD INDEX FDS ADD 17.8% +1.1% 365.9 988,799 +19,425 5
IWB funds › ISHARES TR TRIM 12.7% +0.3% 261.1 637,495 -8,825 5
DFAC funds › DIMENSIONAL ETF TRUST TRIM 12.0% +0.4% 245.9 5,543,948 -2,999 5
NFRA funds › FLEXSHARES TR ADD 7.3% -0.6% 150.7 2,350,358 +46,140 5
BND funds › VANGUARD BD INDEX FDS ADD 6.6% -0.5% 134.5 1,832,708 +60,772 5
VXUS funds › VANGUARD STAR FDS ADD 4.8% +0.0% 98.6 1,153,621 +3,772 5
IXUS funds › ISHARES TR ADD 4.2% +0.0% 87.0 911,328 +5,006 5
DFAX funds › DIMENSIONAL ETF TRUST TRIM 3.7% -0.1% 75.3 2,043,404 -22,270 5
IWF funds › ISHARES TR ADD 2.8% +0.1% 56.8 457,245 +342,681 5
BNDX funds › VANGUARD CHARLOTTE FDS ADD 2.7% -0.2% 54.5 1,124,674 +32,268 5
MCD funds › MCDONALDS CORP TRIM 2.5% -0.7% 52.2 193,183 -1,231 5
TLTD funds › FLEXSHARES TR TRIM 2.2% -0.1% 44.8 457,172 -1,030 5
TILT funds › FLEXSHARES TR TRIM 2.1% +0.0% 43.7 158,287 -5,246 5
AAPL funds › APPLE INC TRIM 2.0% +0.0% 40.1 138,711 -3,305 5
ITOT funds › ISHARES TR ADD 1.8% +0.1% 36.4 221,301 +3,114 5
REET funds › ISHARES TR ADD 1.1% -0.0% 23.5 851,372 +1,040 5
JPM funds › JPMORGAN CHASE & CO TRIM 1.0% -0.0% 20.9 63,735 -2,278 5
NVDA funds › NVIDIA CORPORATION ADD 1.0% +0.0% 20.5 102,613 +642 5
AVRE funds › AMERICAN CENTY ETF TR TRIM 0.7% -0.0% 14.8 311,435 -5,070 5
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 0.5% +0.0% 10.5 14,956 -222 5
IWM funds › ISHARES TR TRIM 0.5% +0.0% 10.4 34,638 -435 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.4% -0.0% 9.1 38,484 -799 5
AMZN funds › AMAZON COM INC TRIM 0.4% -0.0% 8.9 37,326 -1,587 5
AGG funds › ISHARES TR ADD 0.4% -0.0% 8.6 87,126 +1,333 5
VONE funds › VANGUARD SCOTTSDALE FDS TRIM 0.4% +0.0% 7.7 22,634 -36 5
IGF funds › ISHARES TR ADD 0.4% -0.0% 7.5 112,150 +600 5
VTEB funds › VANGUARD MUN BD FDS TRIM 0.3% -0.1% 6.5 129,470 -36,464 5
IAGG funds › ISHARES TR ADD 0.3% -0.0% 6.4 126,254 +1,460 5
MSFT funds › MICROSOFT CORP ADD 0.3% -0.0% 6.2 16,590 +381 5
VTWO funds › VANGUARD SCOTTSDALE FDS TRIM 0.3% +0.0% 5.9 48,931 -244 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.3% -0.0% 5.2 7 +0 5
CME funds › CME GROUP INC ADD 0.2% -0.1% 4.0 18,134 +17 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.2% +0.1% 3.8 3,287 -211 4
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.2% -0.0% 3.8 4,029 +16 5
DFAU funds › DIMENSIONAL ETF TRUST ADD 0.2% +0.0% 3.5 67,306 +8,371 5
GOOGL funds › ALPHABET INC ADD 0.2% +0.0% 3.4 9,595 +17 5
QCOM funds › QUALCOMM INC ADD 0.2% +0.0% 3.1 17,039 +2 5
RWO funds › SPDR INDEX SHS FDS TRIM 0.2% -0.0% 3.1 63,134 -3,078 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.1% +0.0% 3.0 4,079 -44 5
SBUX funds › STARBUCKS CORP NEW 0.1% +0.1% 3.0 29,174 +29,174 1
CAT funds › CATERPILLAR INC ADD 0.1% +0.0% 2.9 2,693 +30 5
CBOE funds › CBOE GLOBAL MKTS INC ADD 0.1% -0.0% 2.8 11,425 +325 5
DFAI funds › DIMENSIONAL ETF TRUST TRIM 0.1% -0.0% 2.6 63,544 -2,634 5
TY funds › TRI CONTL CORP HOLD 0.1% -0.0% 2.6 75,513 +0 5
QQQ funds › INVESCO QQQ TR ADD 0.1% +0.0% 2.5 3,389 +34 5
LRCX funds › LAM RESEARCH CORP ADD 0.1% +0.1% 2.5 5,710 +737 5
ETN funds › EATON CORP PLC ADD 0.1% +0.0% 2.3 5,470 +22 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.1% +0.1% 2.2 3,764 +1,317 4
AMAT funds › APPLIED MATLS INC ADD 0.1% +0.1% 2.0 2,804 +369 2
WMT funds › WALMART INC ADD 0.1% -0.0% 2.0 17,435 +195 5
META funds › META PLATFORMS INC ADD 0.1% -0.0% 1.9 3,345 +318 5
INTC funds › INTEL CORP TRIM 0.1% +0.1% 1.9 13,458 -670 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.1% -0.0% 1.8 13,375 +124 5
MUB funds › ISHARES TR TRIM 0.1% -0.0% 1.7 15,448 -727 5
ALK funds › ALASKA AIR GROUP INC ADD 0.1% +0.0% 1.6 30,206 +1,339 5
KO funds › COCA COLA CO ADD 0.1% +0.0% 1.5 18,361 +1,275 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% +0.0% 1.5 5,283 +31 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.1% -0.0% 1.5 2,953 +16 5
UL funds › UNILEVER PLC TRIM 0.1% -0.0% 1.4 23,571 -69 3
LUMN funds › LUMEN TECHNOLOGIES INC HOLD 0.1% -0.0% 1.4 180,286 +0 5
JNJ funds › JOHNSON & JOHNSON ADD 0.1% -0.0% 1.3 5,148 +263 5
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.1% +0.0% 1.3 1,642 +51 5
JMST funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 1.2 24,448 +13,739 5
DFIC funds › DIMENSIONAL ETF TRUST ADD 0.1% +0.0% 1.2 31,667 +10,917 5
CI funds › THE CIGNA GROUP ADD 0.1% -0.0% 1.1 4,158 +1 5
ADX funds › ADAMS DIVERSIFIED EQUITY FD ADD 0.1% +0.0% 1.1 43,424 +447 5
JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 1.1 17,935 +4,783 4
MRK funds › MERCK & CO INC ADD 0.1% -0.0% 1.1 8,309 +65 5
DRI funds › DARDEN RESTAURANTS INC ADD 0.1% -0.0% 1.0 4,983 +2 5
VOO funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 1.0 1,473 -1,584 5
IWV funds › ISHARES TR ADD 0.0% +0.0% 1.0 2,363 +5 5
IVV funds › ISHARES TR TRIM 0.0% -0.0% 1.0 1,317 -69 5
ABBV funds › ABBVIE INC ADD 0.0% +0.0% 1.0 3,914 +55 5
FITB funds › FIFTH THIRD BANCORP ADD 0.0% +0.0% 1.0 17,398 +107 5
GOOG funds › ALPHABET INC ADD 0.0% +0.0% 0.9 2,488 +270 5
DELL funds › DELL TECHNOLOGIES INC TRIM 0.0% +0.0% 0.9 2,007 -114 5
LLY funds › ELI LILLY & CO ADD 0.0% +0.0% 0.9 715 +88 5
GWW funds › WW GRAINGER INC HOLD 0.0% +0.0% 0.9 626 +0 5
GEV funds › GE VERNOVA INC ADD 0.0% +0.0% 0.8 720 +30 5
JEPI funds › J P MORGAN EXCHANGE TRADED F ADD 0.0% -0.0% 0.8 14,739 +238 5
HD funds › HOME DEPOT INC ADD 0.0% +0.0% 0.8 2,268 +105 5
LW funds › LAMB WESTON HLDGS INC ADD 0.0% +0.0% 0.8 18,389 +5,000 5
GE funds › GE AEROSPACE ADD 0.0% +0.0% 0.8 2,104 +23 5
TSLA funds › TESLA INC TRIM 0.0% -0.0% 0.8 1,816 -691 5
KLAC funds › KLA CORP NEW 0.0% +0.0% 0.7 2,476 +2,476 1
GIS funds › GENERAL MILLS INC HOLD 0.0% -0.0% 0.7 20,928 +0 5
CUSIP:921910733 funds › VANGUARD WORLD FD TRIM 0.0% +0.0% 0.7 5,500 -266 5
SCHB funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.7 22,880 +9 5
AVGO funds › BROADCOM INC ADD 0.0% +0.0% 0.7 1,733 +304 5
CVX funds › CHEVRON CORPORATION ADD 0.0% -0.0% 0.6 3,891 +277 5
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.0% -0.0% 0.6 11,182 -1,250 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.0% -0.0% 0.6 5,401 -71 5
ICE funds › INTERCONTINENTAL EXCHANGE IN ADD 0.0% -0.0% 0.6 5,116 +69 5
GLD funds › SPDR GOLD TR TRIM 0.0% -0.0% 0.6 1,704 -102 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.0% +0.0% 0.6 1,821 -11 5
CSCO funds › CISCO SYS INC ADD 0.0% +0.0% 0.6 5,238 +41 5
BY funds › BYLINE BANCORP INC HOLD 0.0% +0.0% 0.6 16,040 +0 5
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.6 5,012 +4,390 5
AGGY funds › WISDOMTREE TR ADD 0.0% -0.0% 0.6 12,925 +142 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.0% -0.0% 0.6 1,168 -882 4
AMGN funds › AMGEN INC ADD 0.0% -0.0% 0.5 1,513 +10 5
VTV funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.5 2,482 +314 5
MSTR funds › STRATEGY INC TRIM 0.0% -0.1% 0.5 6,107 -7,117 5
V funds › VISA INC ADD 0.0% +0.0% 0.5 1,506 +77 5
ACN funds › ACCENTURE PLC IRELAND TRIM 0.0% -0.0% 0.5 4,059 -489 5
KMX funds › CARMAX INC ADD 0.0% +0.0% 0.5 9,500 +500 5
MPC funds › MARATHON PETE CORP ADD 0.0% -0.0% 0.5 1,938 +34 5
IJR funds › ISHARES TR TRIM 0.0% +0.0% 0.5 3,302 -26 5
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.0% +0.0% 0.5 2,841 +2,841 1
SCHX funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.5 16,487 +257 5
PG funds › PROCTER & GAMBLE CO ADD 0.0% -0.0% 0.5 3,208 +246 5
ALL funds › ALLSTATE CORP ADD 0.0% +0.0% 0.5 1,972 +20 5
PEP funds › PEPSICO INC ADD 0.0% -0.0% 0.5 3,380 +6 5
WTFC funds › WINTRUST FINL CORP HOLD 0.0% +0.0% 0.4 2,769 +0 5
CL funds › COLGATE PALMOLIVE CO TRIM 0.0% -0.0% 0.4 4,842 -1 5
ADM funds › ARCHER DANIELS MIDLAND CO ADD 0.0% -0.0% 0.4 5,738 +6 5
VEU funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% +0.0% 0.4 5,177 +0 5
PANW funds › PALO ALTO NETWORKS INC NEW 0.0% +0.0% 0.4 1,259 +1,259 1
IFRA funds › ISHARES TR ADD 0.0% -0.0% 0.4 6,600 +19 4
SNDK funds › SANDISK CORP NEW 0.0% +0.0% 0.4 175 +175 1
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 0.0% -0.0% 0.4 5,543 -1,502 5
F funds › FORD MTR CO TRIM 0.0% +0.0% 0.4 27,578 -493 5
MA funds › MASTERCARD INCORPORATED TRIM 0.0% -0.0% 0.4 746 -37 5
PTLO funds › PORTILLOS INC ADD 0.0% +0.0% 0.4 78,745 +20,000 5
NFLX funds › NETFLIX INC. ADD 0.0% -0.0% 0.4 5,202 +91 5
GLDM funds › WORLD GOLD TR HOLD 0.0% -0.0% 0.4 4,664 +0 5
CSX funds › CSX CORP ADD 0.0% +0.0% 0.4 7,706 +92 5
BA funds › BOEING CO TRIM 0.0% -0.0% 0.4 1,671 -101 5
LMT funds › LOCKHEED MARTIN CORP ADD 0.0% -0.0% 0.4 708 +3 5
HOOD funds › ROBINHOOD MKTS INC ADD 0.0% +0.0% 0.4 3,569 +532 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.0% +0.0% 0.4 860 +5 5
ASML funds › ASML HLDG NV TRIM 0.0% +0.0% 0.3 172 -24 2
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.0% -0.0% 0.3 7,984 -372 5
T funds › AT&T INC TRIM 0.0% -0.0% 0.3 16,091 -5,931 5
SCHF funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.3 11,838 +2,259 5
RYAAY funds › RYANAIR HOLDINGS PLC HOLD 0.0% +0.0% 0.3 5,000 +0 5
VUG funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.3 3,715 +3,180 5
IBIT funds › ISHARES BITCOIN TRUST ETF ADD 0.0% -0.0% 0.3 9,599 +300 4
SMH funds › VANECK ETF TRUST NEW 0.0% +0.0% 0.3 476 +476 1
ARM funds › ARM HOLDINGS PLC NEW 0.0% +0.0% 0.3 870 +870 1
ICSH funds › ISHARES TR TRIM 0.0% -0.0% 0.3 6,093 -756 5
ABT funds › ABBOTT LABORATORIES ADD 0.0% -0.0% 0.3 3,300 +316 5
IYW funds › ISHARES TR HOLD 0.0% +0.0% 0.3 1,159 +0 5
WFC funds › WELLS FARGO & CO ADD 0.0% -0.0% 0.3 3,354 +113 5
URI funds › UNITED RENTALS INC NEW 0.0% +0.0% 0.3 244 +244 1
USRT funds › ISHARES TR ADD 0.0% +0.0% 0.3 4,148 +23 4
COFS funds › CHOICEONE FINANCIA HOLD 0.0% +0.0% 0.3 8,100 +0 5
GSG funds › ISHARES S&P GSCI COMMODITY- HOLD 0.0% -0.0% 0.3 9,600 +0 5
MS funds › MORGAN STANLEY ADD 0.0% +0.0% 0.3 1,313 +32 3
ALAB funds › ASTERA LABS INC NEW 0.0% +0.0% 0.3 568 +568 1
INTU funds › INTUIT ADD 0.0% +0.0% 0.3 1,048 +500 2
IJH funds › ISHARES TR TRIM 0.0% +0.0% 0.3 3,545 -31 5
XLI funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.3 1,439 +1,439 1
ORCL funds › ORACLE CORP ADD 0.0% -0.0% 0.3 1,809 +63 5
RTX funds › RTX CORPORATION NEW 0.0% +0.0% 0.3 1,370 +1,370 1
CEG funds › CONSTELLATION ENERGY CORP ADD 0.0% -0.0% 0.3 1,019 +45 5
PZA funds › INVESCO EXCH TRADED FD TR II ADD 0.0% -0.0% 0.3 10,668 +99 4
BBWI funds › BATH & BODY WORKS INC HOLD 0.0% +0.0% 0.2 10,657 +0 3
IDA funds › IDACORP INC ADD 0.0% +0.0% 0.2 1,625 +131 2
ESTC funds › ELASTIC N V HOLD 0.0% +0.0% 0.2 4,310 +0 5
CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM 0.0% -0.0% 0.2 7,182 -5,501 5
BNDW funds › VANGUARD SCOTTSDALE FDS ADD 0.0% -0.0% 0.2 3,528 +30 5
ADBE funds › ADOBE INC NEW 0.0% +0.0% 0.2 1,169 +1,169 1
XLP funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.2 2,854 +18 5
IVW funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,719 +1,719 1
LYFT funds › LYFT INC HOLD 0.0% -0.0% 0.2 16,059 +0 5
XLV funds › SELECT SECTOR SPDR TR ADD 0.0% +0.0% 0.2 1,472 +84 4
HELE funds › HELEN OF TROY LTD TRIM 0.0% +0.0% 0.2 8,000 -2,000 2
VSGX funds › VANGUARD WORLD FD TRIM 0.0% +0.0% 0.2 2,802 -92 3
DIS funds › DISNEY WALT CO ADD 0.0% -0.0% 0.2 2,348 +42 5
PFE funds › PFIZER INC TRIM 0.0% -0.0% 0.2 9,307 -218 4
IVT funds › INVENTRUST PPTYS CORP NEW 0.0% +0.0% 0.2 6,065 +6,065 1
VRTX funds › VERTEX PHARMACEUTICALS INC NEW 0.0% +0.0% 0.2 432 +432 1
IEFA funds › ISHARES TR NEW 0.0% +0.0% 0.2 2,216 +2,216 1
VWO funds › VANGUARD INTL EQUITY INDEX F NEW 0.0% +0.0% 0.2 3,555 +3,555 1
LOW funds › LOWES COS INC TRIM 0.0% -0.0% 0.2 943 -2 5
FICO funds › FAIR ISAAC CORP NEW 0.0% +0.0% 0.2 174 +174 1
ANET funds › ARISTA NETWORKS INC NEW 0.0% +0.0% 0.2 1,218 +1,218 1
PSX funds › PHILLIPS 66 TRIM 0.0% -0.0% 0.2 1,221 -2 2
VRT funds › VERTIV HOLDINGS CO NEW 0.0% +0.0% 0.2 616 +616 1
FWRG funds › FIRST WATCH RESTAURANT GROUP HOLD 0.0% +0.0% 0.1 10,500 +0 2
FMC funds › FMC CORP HOLD 0.0% -0.0% 0.1 10,000 +0 2
FIGS funds › FIGS INC ADD 0.0% -0.0% 0.1 10,042 +42 5
VINP funds › VINCI COMPASS INVESTMENTS LT HOLD 0.0% -0.0% 0.1 10,000 +0 5
SPDN funds › DIREXION SHARES ETF TRUST TRIM 0.0% -0.0% 0.1 10,082 -465 2
STKS funds › THE ONE GROUP HOSPITALITY IN HOLD 0.0% +0.0% 0.1 30,000 +0 5
KOPN funds › KOPIN CORP NEW 0.0% +0.0% 0.0 10,012 +10,012 1
ANGX funds › ANGEL STUDIOS INC. HOLD 0.0% +0.0% 0.0 10,000 +0 2
SLQT funds › SELECTQUOTE INC ADD 0.0% +0.0% 0.0 35,000 +10,000 3
LDI funds › LOANDEPOT INC HOLD 0.0% -0.0% 0.0 15,000 +0 5
GPUS funds › HYPERSCALE DATA INC NEW 0.0% +0.0% 0.0 20,000 +20,000 1
CAOS funds › EA SERIES TRUST EXIT 0.0% -0.1% 0.0 0 -11,093 0
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.0% 0.0 0 -1,070 0
XLE funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.0% 0.0 0 -4,030 0
COP funds › CONOCOPHILLIPS EXIT 0.0% -0.0% 0.0 0 -1,719 0
CUSIP:91060H108 funds › UNITED HOMES GROUP INC EXIT 0.0% -0.0% 0.0 0 -10,000 0
NEO funds › NEOGENOMICS INC EXIT 0.0% -0.0% 0.0 0 -10,000 0
VTES funds › VANGUARD WELLINGTON FD EXIT 0.0% -0.0% 0.0 0 -3,921 0
DNUT funds › KRISPY KREME INC EXIT 0.0% -0.0% 0.0 0 -10,000 0
CLW funds › CLEARWATER PAPER CORP EXIT 0.0% -0.0% 0.0 0 -10,000 0
FBTC funds › FIDELITY WISE ORIGIN BITCOIN EXIT 0.0% -0.0% 0.0 0 -3,572 0
BMOP funds › BNY MELLON ETF TRUST II EXIT 0.0% -0.0% 0.0 0 -9,823 0
VT funds › VANGUARD INTL EQUITY INDEX F EXIT 0.0% -0.1% 0.0 0 -8,310 0
VIAV funds › VIAVI SOLUTIONS INC EXIT 0.0% -0.0% 0.0 0 -6,457 0
FCX funds › FREEPORT MCMORAN INC EXIT 0.0% -0.0% 0.0 0 -7,958 0
BYND funds › BEYOND MEAT INC EXIT 0.0% -0.0% 0.0 0 -10,119 0
MCHI funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -4,000 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 2,052 191 0.03 75% 0.082 0.919 in
2026Q1 1,857 185 0.02 75% 0.079 0.923 in
2025Q4 1,877 184 0.01 74% 0.080 0.915 in
2025Q3 1,845 182 0.02 74% 0.078 0.910 in
2025Q2 1,725 176 0.03 74% 0.078 0.914 entered
2025Q1 1,594 156 0.00 76% 0.080 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status