0001966087-23-000001.txt : 20230215 0001966087-23-000001.hdr.sgml : 20230215 20230215164102 ACCESSION NUMBER: 0001966087-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230215 DATE AS OF CHANGE: 20230215 EFFECTIVENESS DATE: 20230215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kapstone Financial Advisors LLC CENTRAL INDEX KEY: 0001966087 IRS NUMBER: 823392456 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23110 FILM NUMBER: 23635937 BUSINESS ADDRESS: STREET 1: 7501 EAST PARAGON ROAD STREET 2: SUITE 200 CITY: DAYTON STATE: OH ZIP: 45459 BUSINESS PHONE: (937) 751-1000 MAIL ADDRESS: STREET 1: 7501 EAST PARAGON ROAD STREET 2: SUITE 200 CITY: DAYTON STATE: OH ZIP: 45459 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001966087 XXXXXXXX 12-31-2022 12-31-2022 Kapstone Financial Advisors LLC

7501 EAST PARAGON ROAD SUITE 200 DAYTON OH 45459

13F HOLDINGS REPORT 028-23110 N DAVID KRONOUR (937)751-1000 DAVID KRONOUR DAYTON OH 02-15-2023 0 99 109808746 false INFORMATION TABLE 2 13F_Kapstone_Q42022.xml PALANTIR TECHNOLOGIES INC CL A 69608A108 113274 12600 SH SOLE 0 0 12600 EATON VANCE TAX-MANAGED GLOB COM 27829C105 83391 10035 SH SOLE 0 0 10035 AMAZON COM INC COM 023135106 776821 6880 SH SOLE 0 0 6880 AMERICAN EXPRESS CO COM 025816109 235284 1359 SH SOLE 0 0 1359 ANALOG DEVICES INC COM 032654105 455422 2540 SH SOLE 0 0 2540 ELEVANCE HEALTH INC COM 036752103 535395 1114 SH SOLE 0 0 1114 APPLE INC COM 037833100 14661128 97209 SH SOLE 0 0 97209 BANK AMERICA CORP COM 060505104 437981 12122 SH SOLE 0 0 12122 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1214695 3895 SH SOLE 0 0 3895 BOEING CO COM 097023105 557987 2665 SH SOLE 0 0 2665 BRISTOL-MYERS SQUIBB CO COM 110122108 990723 13614 SH SOLE 0 0 13614 CSX CORP COM 126408103 665693 20395 SH SOLE 0 0 20395 CVS HEALTH CORP COM 126650100 298442 3463 SH SOLE 0 0 3463 CHEVRON CORP NEW 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