Fund Holdings

Kapstone Financial Advisors LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
FIDELITY COVINGTON TRUST
ENHANCED INTL
045,026+45,02601,674,9670.82%+1,674,967
ISHARES TR
CORE HIGH DV ETF
99,25799,322+6512,070,60913,479,9646.60%+1,409,355
VANGUARD INDEX FDS07,082+7,08201,305,0710.64%+1,305,071
CHEVRON CORPORATION(CVX)3,6428,880+5,238555,0771,837,2720.90%+1,282,195
VANGUARD INDEX FDS04,077+4,0770885,7280.43%+885,728
FIDELITY MERRIMACK STR TR015,915+15,9150750,0740.37%+750,074
EXXON MOBIL CORP11,91612,814+8981,433,9622,174,0091.06%+740,047
VANECK ETF TRUST
MRNGSTR WDE MOAT
06,554+6,5540633,7720.31%+633,772
VANGUARD INDEX FDS03,208+3,2080629,4100.31%+629,410
FIRST TR EXCHANGE-TRADED FD
SHS
010,645+10,6450500,6340.25%+500,634
CATERPILLAR INC(CAT)0607+6070430,0350.21%+430,035
MARATHON PETE CORP(MPC)5,2405,2400852,1811,279,5030.63%+427,322
VANGUARD INDEX FDS9042,376+1,472284,579710,0680.35%+425,489
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
02,511+2,5110410,7490.20%+410,749
BLACKROCK MUNIYIELD QUALITY038,625+38,6250405,9490.20%+405,949
INVESCO EXCH TRADED FD TR II03,472+3,4720389,2460.19%+389,246
VANGUARD INDEX FDS0834+8340364,2830.18%+364,283
JOHNSON & JOHNSON(JNJ)7,2477,477+2301,499,7671,827,6780.90%+327,911
HANCOCK JOHN PFD INCOME FD I018,743+18,7430292,5780.14%+292,578
ISHARES BITCOIN TRUST ETF(IBIT)40,96560,413+19,4482,033,9122,321,0671.14%+287,155
GOLDMAN SACHS GROUP INC(GS)0332+3320280,8690.14%+280,869
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
17,28023,540+6,260786,4131,065,4200.52%+279,007
LAM RESEARCH CORP(LRCX)1,2302,273+1,043210,551485,6490.24%+275,098
INTERNATIONAL BUSINESS MACHS(IBM)01,109+1,1090268,8110.13%+268,811
ISHARES TR20,79421,145+3512,934,8653,201,5641.57%+266,699
VALERO ENERGY CORP(VLO)01,069+1,0690264,1290.13%+264,129
PROCTER & GAMBLE CO(PG)30,58332,170+1,5874,382,8504,646,6352.28%+263,785
CORNING INC(GLW)01,908+1,9080259,4310.13%+259,431
RTX CORPORATION(RTX)01,308+1,3080252,3130.12%+252,313
VANECK ETF TRUST
SEMICONDUCTR ETF
0651+6510249,5930.12%+249,593
ANALOG DEVICES INC(ADI)2,9173,242+325791,0901,031,4100.51%+240,320
CONOCOPHILLIPS(COP)01,806+1,8060238,3920.12%+238,392
ENTERPRISE PRODS PARTNERS L(EPD)06,060+6,0600229,3100.11%+229,310
LOCKHEED MARTIN CORP(LMT)1,1261,275+149544,612770,5970.38%+225,985
AMERICAN ELEC PWR CO INC01,723+1,7230225,8510.11%+225,851
GILEAD SCIENCES INC(GILD)01,557+1,5570216,9990.11%+216,999
COSTCO WHOLESALE CORPORATION(COST)1,0471,122+75902,8701,117,9940.55%+215,124
BLACKROCK FLOATING RATE INC019,830+19,8300213,3710.10%+213,371
NEBIUS GROUP N.V.(NBIS)02,000+2,0000207,5200.10%+207,520
VANGUARD WORLD FD
FINANCIALS ETF
01,712+1,7120206,8270.10%+206,827
NUVEEN S&P 500 DYNAMIC OVERW
COM
012,605+12,6050202,5680.10%+202,568
SHELL PLC(SHEL)02,177+2,1770202,4960.10%+202,496
CONSTRUCTION PARTNERS INC(ROAD)01,800+1,8000200,0160.10%+200,016
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
5,1979,042+3,845302,050502,0120.25%+199,962
MERCK & CO INC(MRK)8,5758,968+393902,6041,078,7610.53%+176,157
VANGUARD WHITEHALL FDS29,39529,489+944,218,7704,367,3212.14%+148,551
MICRON TECHNOLOGY INC(MU)2,6282,6280750,057887,8440.43%+137,787
SELECT SECTOR SPDR TR
ST STR ENERG ETF
8,1768,1760365,549500,8620.25%+135,313
ALTRIA GROUP INC(MO)15,19515,205+10876,1401,003,3740.49%+127,234
ISHARES TR1,2512,051+800207,428324,9810.16%+117,553
WALMART INC(WMT)2,2102,869+659246,216356,5590.17%+110,343
DUKE ENERGY CORP NEW(DUK)7,2827,355+73853,523963,0640.47%+109,541
EATON VANCE MUN INCOME TR010,390+10,3900108,1600.05%+108,160
VOYA GLBL ADV & PREM OPP FD010,290+10,290098,3720.05%+98,372
COCA COLA CO(KO)8,2398,863+624576,001674,0450.33%+98,044
CSX CORP(CSX)18,71518,7150678,419768,2510.38%+89,832
PUTNAM ETF TRUST010,108+10,108084,0990.04%+84,099
IRON MTN INC DEL(IRM)5,0954,952-143422,630505,7970.25%+83,167
CISCO SYS INC(CSCO)15,81616,756+9401,218,3061,300,0980.64%+81,792
FEDEX CORP(FDX)1,0991,0990317,457391,4420.19%+73,985
SPDR GOLD TR(GLD)1,1431,221+78452,982525,3840.26%+72,402
MCDONALDS CORP(MCD)8681,082+214265,287336,2750.16%+70,988
COREWEAVE INC(CRWV)2,8673,487+620205,306270,1380.13%+64,832
ABRDN TOTAL DYNAMIC DIVIDEND
COM SH BEN INT
13,05020,050+7,000127,238184,6600.09%+57,422
VERIZON COMMUNICATIONS INC(VZ)5,9015,9010240,348296,2300.15%+55,882
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
14,63515,623+9881,016,6931,066,7380.52%+50,045
KROGER CO(KR)4,9834,9830311,338360,5700.18%+49,232
SOUTHERN CO(SO)5,6635,601-62493,814540,6090.26%+46,795
BRISTOL-MYERS SQUIBB CO(BMY)6,3756,3750343,887386,6660.19%+42,779
NOVARTIS AG(NVS)2,6952,6950371,560411,6610.20%+40,101
CUMMINS INC(CMI)1,2221,2220623,529657,2070.32%+33,678
CARDINAL HEALTH INC(CAH)5,6465,64601,160,2601,193,0640.58%+32,804
CONSOLIDATED EDISON INC(ED)2,1112,1110209,665238,9230.12%+29,258
SPDR SERIES TRUST
ST STR SP DIV
3,8063,8060529,643555,4480.27%+25,805
GABELLI EQUITY TR INC(GAB)24,38031,350+6,970150,425175,5600.09%+25,135
COHEN & STEERS CLOSED-END
COM
21,39023,690+2,300282,348303,9430.15%+21,595
ISHARES TR
CORE MSCI EAFE
4,1584,341+183371,975392,9910.19%+21,016
FIRST TR EXCHANGE TRADED FD
NASDAQ BUYWRITE
12,05013,520+1,470250,881269,3180.13%+18,437
ABRDN GLOBAL DYNAMIC DIVIDEN
COM
25,32528,640+3,315295,290309,3120.15%+14,022
ISHARES TR
CORE DIV GRWTH
23,61223,508-1041,639,1451,649,7910.81%+10,646
UNION PAC CORP(UNP)9309300215,128225,6370.11%+10,509
EATON VANCE TAX-MANAGED DIVE
COM
11,26613,266+2,000172,820182,9380.09%+10,118
AMAZON COM INC(AMZN)8,1329,058+9261,877,0281,886,5100.92%+9,482
GUGGENHEIM STRATEGIC OPPORTU(GOF)10,07012,570+2,500129,702138,5210.07%+8,819
FIRST TR EXCHANGE-TRADED FD21,11221,140+281,953,1051,960,9460.96%+7,841
NUCOR CORP(NUE)1,2901,2900210,412218,1390.11%+7,727
HOME DEPOT INC(HD)1,7341,836+102596,669603,8420.30%+7,173
PROSHARES TR
S&P 500 DV ARIST
3,1693,1690329,798335,9460.16%+6,148
FIFTH THIRD BANCORP(FITB)6,0686,245+177284,043290,1430.14%+6,100
BERKSHIRE HATHAWAY INC DEL5,9646,267+3032,997,8053,003,1461.47%+5,341
WISDOMTREE TR(WT)3,5003,5000297,080302,2600.15%+5,180
STATE STR SPDR S&P MIDCAP 40(MDY)3523520212,355217,1000.11%+4,745
VANGUARD INDEX FDS1,0741,129+55360,080362,1940.18%+2,114
GLOBAL X FDS
S&P 500 COVERED
5,2315,476+245212,536214,2760.10%+1,740
ISHARES TR1,3791,380+1292,474291,4690.14%-1,005
ISHARES TR1,9041,825-79228,823226,8660.11%-1,957
AXON ENTERPRISE INC(AXON)1,0101,346+336573,609571,6330.28%-1,976
MCKESSON CORP(MCK)350329-21287,102284,7030.14%-2,399
BOEING CO(BA)1,3471,447+100292,461287,9960.14%-4,465
LOWES COS INC(LOW)1,1601,1600279,746274,0850.13%-5,661
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