MCDMcDonald's Corp
What Capstone Financial Advisors, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1599217 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD INDEX FDSTOTAL STK MKT | 988.8K | +2.0% | $365.9M | 17.8% |
ISHARES TRRUS 1000 ETF | 637.5K | −1.4% | $261.1M | 12.7% |
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | 5.5M | New | $245.9M | 12% |
FLEXSHARES TRSTOXX GLOBR INF | 2.4M |
| +2.0% |
| $150.7M |
| 7.3% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 1.8M | +3.4% | $134.5M | 6.6% |
VANGUARD STAR FDSVG TL INTL STK F | 1.2M | +0.3% | $98.6M | 4.8% |
ISHARES TRCORE MSCI TOTAL | 911.3K | +0.6% | $87M | 4.2% |
DIMENSIONAL ETF TRUSTWORLD EX US CORE | 2M | −1.1% | $75.3M | 3.7% |
ISHARES TRRUS 1000 GRW ETF | 457.2K | +299.1% | $56.8M | 2.8% |
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | 1.1M | +3.0% | $54.5M | 2.7% |
MCDMcDonald's Corp | 193.2K | −0.6% | $52.2M | 2.5% |
FLEXSHARES TRM STAR DEV MKT | 457.2K | −0.2% | $44.8M | 2.2% |
FLEXSHARES TRMORNSTAR USMKT | 158.3K | −3.2% | $43.7M | 2.1% |
AAPLApple Inc. | 138.7K | −2.3% | $40.1M | 2% |
ISHARES TRCORE S&P TTL STK | 221.3K | +1.4% | $36.4M | 1.8% |
ISHARES TRGLOBAL REIT ETF | 851.4K | +0.1% | $23.5M | 1.1% |
JPMJPMorgan Chase & Co | 63.7K | −3.5% | $20.9M | 1% |
NVDANVIDIA Corp | 102.6K | +0.6% | $20.5M | 1% |
AMERICAN CENTY ETF TRREAL ESTATE ETF | 311.4K | −1.6% | $14.8M | 0.7% |
MDYSPDR S&P Midcap 400 ETF Trust | 15K | −1.5% | $10.5M | 0.5% |
ISHARES TRRUSSELL 2000 ETF | 34.6K | −1.2% | $10.4M | 0.5% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 38.5K | −2.0% | $9.1M | 0.4% |
AMZNAmazon Com Inc | 37.3K | −4.1% | $8.9M | 0.4% |
ISHARES TRCORE US AGGBD ET | 87.1K | +1.6% | $8.6M | 0.4% |
VANGUARD SCOTTSDALE FDSVNG RUS1000IDX | 22.6K | −0.2% | $7.7M | 0.4% |
ISHARES TRGLB INFRASTR ETF | 112.2K | +0.5% | $7.5M | 0.4% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 129.5K | −22.0% | $6.5M | 0.3% |
ISHARES TRCORE INTL AGGR | 126.3K | +1.2% | $6.4M | 0.3% |
MSFTMicrosoft Corp | 16.6K | +2.4% | $6.2M | 0.3% |
VANGUARD SCOTTSDALE FDSVNG RUS2000IDX | 48.9K | −0.5% | $5.9M | 0.3% |
BERKSHIRE HATHAWAY INC DELCL A | 7 | ±0% | $5.2M | 0.3% |
CMECME Group Inc. | 18.1K | +0.1% | $4M | 0.2% |
MUMicron Technology Inc | 3.3K | −6.0% | $3.8M | 0.2% |
COSTCostco Wholesale Corp | 4K | +0.4% | $3.8M | 0.2% |
DIMENSIONAL ETF TRUSTUS CORE EQT MKT | 67.3K | +14.2% | $3.5M | 0.2% |
GOOGLAlphabet Inc. | 9.6K | +0.2% | $3.4M | 0.2% |
QCOMQualcomm Inc | 17K | +0.0% | $3.1M | 0.2% |
SPDR INDEX SHS FDSST DOW GLOBA ETF | 63.1K | New | $3.1M | 0.2% |
SPYSPDR S&P 500 ETF Trust | 4.1K | −1.1% | $3M | 0.1% |
SBUXStarbucks Corp | 29.2K | New | $3M | 0.1% |
CATCaterpillar Inc | 2.7K | +1.1% | $2.9M | 0.1% |
CBOECboe Global Markets, Inc. | 11.4K | +2.9% | $2.8M | 0.1% |
DIMENSIONAL ETF TRUSTINTL CORE EQT MK | 63.5K | −4.0% | $2.6M | 0.1% |
TYTRI-CONTINENTAL Corp | 75.5K | ±0% | $2.6M | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 3.4K | +1.0% | $2.5M | 0.1% |
LRCXLAM Research Corp | 5.7K | +14.8% | $2.5M | 0.1% |
ETNEaton Corp plc | 5.5K | +0.4% | $2.3M | 0.1% |
AMDAdvanced Micro Devices Inc | 3.8K | +53.8% | $2.2M | 0.1% |
AMATApplied Materials Inc | 2.8K | +15.2% | $2M | 0.1% |
WMTWalmart Inc. | 17.4K | +1.1% | $2M | 0.1% |
METAMeta Platforms, Inc. | 3.3K | +10.5% | $1.9M | 0.1% |
INTCIntel Corp | 13.5K | −4.7% | $1.9M | 0.1% |
EXXON MOBIL CORPCOM | 13.4K | +0.9% | $1.8M | 0.1% |
ISHARES TRNATIONAL MUN ETF | 15.4K | −4.5% | $1.7M | 0.1% |
ALKAlaska Air Group, Inc. | 30.2K | +4.6% | $1.6M | 0.1% |
KOCoca Cola Co | 18.4K | +7.5% | $1.5M | 0.1% |
IBMInternational Business Machines Corp | 5.3K | +0.6% | $1.5M | 0.1% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 3K | +0.5% | $1.5M | 0.1% |
ULUnilever PLC | 23.6K | −0.3% | $1.4M | 0.1% |
LUMNLumen Technologies, Inc. | 180.3K | ±0% | $1.4M | 0.1% |
JNJJohnson & Johnson | 5.1K | +5.4% | $1.3M | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 1.6K | +3.2% | $1.3M | 0.1% |
J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL | 24.4K | +128.3% | $1.2M | 0.1% |
DIMENSIONAL ETF TRUSTINTL CORE EQUITY | 31.7K | +52.6% | $1.2M | 0.1% |
CICigna Group | 4.2K | +0.0% | $1.1M | 0.1% |
ADXAdams Diversified Equity Fund, Inc. | 43.4K | +1.0% | $1.1M | 0.1% |
J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM | 17.9K | +36.4% | $1.1M | 0.1% |
MRKMerck & Co., Inc. | 8.3K | +0.8% | $1.1M | 0.1% |
DRIDarden Restaurants Inc | 5K | +0.0% | $1M | 0.1% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 1.5K | −51.8% | $1M | 0.1% |
ISHARES TRRUSSELL 3000 ETF | 2.4K | +0.2% | $1M | 0.1% |
ISHARES TRCORE S&P500 ETF | 1.3K | −5.0% | $986.6K | 0.1% |
ABBVAbbVie Inc. | 3.9K | +1.4% | $984.8K | 0.1% |
FITBFifth Third Bancorp | 17.4K | +0.6% | $980.7K | 0.1% |
GOOGAlphabet Inc. | 2.5K | +12.2% | $879K | 0.1% |
DELLDell Technologies Inc. | 2K | −5.4% | $865.9K | 0.1% |
LLYELI LILLY & Co | 715 | +14.0% | $857.7K | 0.1% |
GWWW.W. Grainger, Inc. | 626 | ±0% | $851.6K | 0.1% |
GEVGE Vernova Inc. | 720 | +4.3% | $845.5K | 0.1% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 14.7K | +1.6% | $832.4K | 0.1% |
HDHome Depot, Inc. | 2.3K | +4.9% | $800K | 0.1% |
LWLamb Weston Holdings, Inc. | 18.4K | +37.3% | $794K | 0.1% |
GEGeneral Electric Co | 2.1K | +1.1% | $786.4K | 0.1% |
TSLATesla, Inc. | 1.8K | −27.6% | $763.8K | 0.1% |
KLACKLA Corp | 2.5K | New | $746.9K | 0.1% |
GISGeneral Mills Inc | 20.9K | ±0% | $728.3K | 0.1% |
VANGUARD WORLD FDESG US STK ETF | 5.5K | −4.6% | $727.4K | 0.1% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 22.9K | +0.0% | $662.6K | 0.1% |
AVGOBroadcom Inc. | 1.7K | +21.3% | $654.6K | 0.1% |
CVXChevron Corp | 3.9K | +7.7% | $645K | 0.1% |
BMYBristol Myers Squibb Co | 11.2K | −10.1% | $644.3K | 0.1% |
PLTRPalantir Technologies Inc. | 5.4K | −1.3% | $630.1K | 0.1% |
ICEIntercontinental Exchange, Inc. | 5.1K | +1.4% | $629.8K | 0.1% |
GLDSPDR Gold Trust | 1.7K | −5.6% | $627.7K | 0.1% |
AXPAmerican Express Co | 1.8K | −0.6% | $615.9K | 0.1% |
CSCOCisco Systems, Inc. | 5.2K | +0.8% | $615.3K | 0.1% |
BYByline Bancorp, Inc. | 16K | ±0% | $604.1K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 5K | +705.8% | $599.1K | 0.1% |
WISDOMTREE TRYIELD ENHANCD US | 12.9K | +1.1% | $562K | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 1.2K | −43.0% | $557.8K | 0.1% |
AMGNAmgen Inc | 1.5K | +0.7% | $547.8K | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 2.5K | +14.5% | $540.8K | 0.1% |
MSTRStrategy Inc | 6.1K | −53.8% | $530.9K | 0.1% |
VVisa Inc. | 1.5K | +5.4% | $516.7K | 0.1% |
ACNAccenture plc | 4.1K | −10.8% | $505.1K | 0.1% |
KMXCarMax Inc | 9.5K | +5.6% | $502.5K | 0.1% |
MPCMarathon Petroleum Corp | 1.9K | +1.8% | $495.5K | 0.1% |
ISHARES TRCORE S&P SCP ETF | 3.3K | −0.8% | $489.7K | 0.1% |
SPCXSpace Exploration Technologies Corp | 2.8K | New | $485.5K | 0.1% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 16.5K | +1.6% | $485.2K | 0.1% |
PGPROCTER & GAMBLE Co | 3.2K | +8.3% | $470.5K | 0.1% |
ALLAllstate Corp | 2K | +1.0% | $469.3K | 0.1% |
PEPPepsiCo Inc | 3.4K | +0.2% | $457.7K | 0.1% |
WTFCWintrust Financial Corp | 2.8K | ±0% | $445K | 0.1% |
CLColgate Palmolive Co | 4.8K | −0.0% | $443.9K | 0.1% |
ADMArcher-Daniels-Midland Co | 5.7K | +0.1% | $438.4K | 0.1% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 5.2K | ±0% | $433.6K | 0.1% |
PANWPalo Alto Networks Inc | 1.3K | New | $429.3K | 0.1% |
ISHARES TRUS INFRASTRUC | 6.6K | +0.3% | $416.1K | 0.1% |
SNDKSandisk Corp | 175 | New | $397.9K | 0.1% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 5.5K | −21.3% | $394.9K | 0.1% |
FFord Motor Co | 27.6K | −1.8% | $383.3K | 0.1% |
MAMastercard Inc | 746 | −4.7% | $383.2K | 0.1% |
PTLOPortillo's Inc. | 78.7K | +34.0% | $373.3K | 0.1% |
NFLXNetflix Inc | 5.2K | +1.8% | $371.4K | 0.1% |
GLDMWorld Gold Trust | 4.7K | ±0% | $370.4K | 0.1% |
CSXCSX Corp | 7.7K | +1.2% | $366.3K | 0.1% |
BABoeing Co | 1.7K | −5.7% | $361.7K | 0.1% |
LMTLockheed Martin Corp | 708 | +0.4% | $360.5K | 0.1% |
HOODRobinhood Markets, Inc. | 3.6K | +17.5% | $357.9K | 0.1% |
UNHUnitedHealth Group Inc | 860 | +0.6% | $357.4K | 0.1% |
ASMLASML Holding NV | 172 | −12.2% | $342.2K | 0.1% |
VZVerizon Communications Inc | 8K | −4.5% | $338.1K | 0.1% |
TAT&T Inc. | 16.1K | −26.9% | $333.1K | 0.1% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 11.8K | +23.6% | $327.9K | 0.1% |
| 1.2K | ±0% | $324.4K | 0.1% |
RYAAYRyanair Holdings PLC | 5K | ±0% | $323.8K | 0.1% |
VANGUARD INDEX FDSGROWTH ETF | 3.7K | +594.4% | $320K | 0.1% |
IBITiShares Bitcoin Trust ETF | 9.6K | +3.2% | $319.6K | 0.1% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 476 | New | $312.2K | 0.1% |
ARMARM Holdings PLC | 870 | New | $308.5K | 0.1% |
ISHARES TRULTRA SHORT DUR | 6.1K | −11.0% | $308.2K | 0.1% |
ABTAbbott Laboratories | 3.3K | +10.6% | $299.4K | 0.1% |
ISHARES TRU.S. TECH ETF | 1.2K | ±0% | $292.3K | 0.1% |
WFCWells Fargo & Company | 3.4K | +3.5% | $277.1K | 0.1% |
URIUnited Rentals, Inc. | 244 | New | $276.2K | 0.1% |
ISHARES TRCRE U S REIT ETF | 4.1K | +0.6% | $275.7K | 0.1% |
COFSChoiceone Financial Services Inc | 8.1K | ±0% | $275.4K | 0.1% |
GSGiShares S&P GSCI Commodity-Indexed Trust | 9.6K | ±0% | $274.6K | 0.1% |
MSMorgan Stanley | 1.3K | +2.5% | $274.5K | 0.1% |
ALABAstera Labs, Inc. | 568 | New | $274.4K | 0.1% |
INTUIntuit Inc. | 1K | +91.2% | $273.5K | 0.1% |
ISHARES TRCORE S&P MCP ETF | 3.5K | −0.9% | $273.3K | 0.1% |
SELECT SECTOR SPDR TRST STR INDL ETF | 1.4K | New | $266.5K | 0.1% |
ORCLOracle Corp | 1.8K | +3.6% | $265.1K | 0.1% |
RTXRTX Corp | 1.4K | New | $260K | 0.1% |
CEGConstellation Energy Corp | 1K | +4.6% | $253.2K | 0.1% |
INVESCO EXCH TRADED FD TR IINATL AMT MUNI | 10.7K | +0.9% | $250.9K | 0.1% |
BBWIBath & Body Works, Inc. | 10.7K | ±0% | $246.5K | 0.1% |
IDAIDACORP Inc | 1.6K | +8.8% | $245.9K | 0.1% |
ESTCElastic N.V. | 4.3K | ±0% | $245.8K | 0.1% |
CMGChipotle Mexican Grill Inc | 7.2K | −43.4% | $244.2K | 0.1% |
VANGUARD SCOTTSDALE FDSTOTAL WLD BD ETF | 3.5K | +0.9% | $241.8K | 0.1% |
ADBEAdobe Inc. | 1.2K | New | $239.7K | 0.1% |
SELECT SECTOR SPDR TRST STR STAPL ETF | 2.9K | New | $237.1K | 0.1% |
ISHARES TRS&P 500 GRWT ETF | 1.7K | New | $236.5K | 0.1% |
LYFTLyft, Inc. | 16.1K | ±0% | $234.6K | 0.1% |
SELECT SECTOR SPDR TRST STR CARE ETF | 1.5K | New | $233.5K | 0.1% |
HELEHelen of Troy Ltd | 8K | −20.0% | $232.6K | 0.1% |
VANGUARD WORLD FDESG INTL STK ETF | 2.8K | −3.2% | $230.7K | 0.1% |
DISWalt Disney Co | 2.3K | +1.8% | $226K | 0.1% |
PFEPfizer Inc | 9.3K | −2.3% | $224.1K | 0.1% |
IVTInvenTrust Properties Corp. | 6.1K | New | $214.7K | 0.1% |
VRTXVertex Pharmaceuticals Inc | 432 | New | $214.6K | 0.1% |
ISHARES TRCORE MSCI EAFE | 2.2K | New | $214K | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 3.6K | New | $212.2K | 0.1% |
LOWLowe's Companies Inc | 943 | −0.2% | $208K | 0.1% |
FICOFair Isaac Corp | 174 | New | $207.9K | 0.1% |
ANETArista Networks, Inc. | 1.2K | New | $206.9K | 0.1% |
PSXPhillips 66 | 1.2K | −0.2% | $206.4K | 0.1% |
VRTVertiv Holdings Co | 616 | New | $206.2K | 0.1% |
FWRGFirst Watch Restaurant Group, Inc. | 10.5K | ±0% | $135.3K | 0.1% |
FMCFMC Corp | 10K | ±0% | $115K | 0.1% |
FIGSFIGS, Inc. | 10K | +0.4% | $102.7K | 0.1% |
VINPVinci Compass Investments Ltd. | 10K | ±0% | $97.3K | 0.1% |
DIREXION SHARES ETF TRUSTDAILY 500 1X ETF | 10.1K | New | $87.4K | 0.1% |
STKSONE Group Hospitality, Inc. | 30K | ±0% | $60.3K | 0.1% |
KOPNKopin Corp | 10K | New | $44.9K | 0.1% |
ANGXAngel Studios, Inc. | 10K | ±0% | $36.7K | 0.1% |
SLQTSelectQuote, Inc. | 35K | +40.0% | $29.4K | 0.1% |
LDIloanDepot, Inc. | 15K | ±0% | $18.8K | 0.1% |
GPUSHyperscale Data, Inc. | 20K | New | $2.8K | 0.1% |
