0001951757-23-000680.txt : 20231103 0001951757-23-000680.hdr.sgml : 20231103 20231103100051 ACCESSION NUMBER: 0001951757-23-000680 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231103 DATE AS OF CHANGE: 20231103 EFFECTIVENESS DATE: 20231103 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: 231374753 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 09-30-2023 09-30-2023 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 11-03-2023 0 91 111025926 false INFORMATION TABLE 2 F_13F_Kapstone_Q32023.xml AMAZON COM INC COM 023135106 923908 7268 SH SOLE 0 0 7268 AMERICAN EXPRESS CO COM 025816109 202749 1359 SH SOLE 0 0 1359 ANALOG DEVICES INC COM 032654105 443678 2534 SH SOLE 0 0 2534 ELEVANCE HEALTH INC COM 036752103 647232 1486 SH SOLE 0 0 1486 APPLE INC COM 037833100 15912162 92939 SH SOLE 0 0 92939 BANK AMERICA CORP COM 060505104 345600 12622 SH SOLE 0 0 12622 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1489476 4252 SH SOLE 0 0 4252 BOEING CO COM 097023105 375397 1958 SH SOLE 0 0 1958 BRISTOL-MYERS SQUIBB CO COM 110122108 762381 13135 SH SOLE 0 0 13135 CSX CORP COM 126408103 627146 20395 SH SOLE 0 0 20395 CVS HEALTH CORP COM 126650100 395042 5658 SH SOLE 0 0 5658 CHEVRON CORP NEW COM 166764100 675323 4005 SH SOLE 0 0 4005 CINCINNATI FINL CORP COM 172062101 272884 2668 SH SOLE 0 0 2668 COCA COLA CO COM 191216100 418965 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