Goldstone Financial Group, LLC
CIK: 0002040021Latest portfolio: $897.7M · Q4 2025
Holdings
215
Total Value
$897.7M
New Positions
213
Closed Positions
0
Top Holdings
View All 215 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 161,267 | $101.1M | 11.27% | NEW | |
| 2 | NDQINVESCO QQQ TR | 65,394 | $39.9M | 4.45% | NEW | Call |
| 3 | BUFRFIRST TR EXCHNG TRADED FD VI | 1,068,841 | $36.6M | 4.08% | NEW | |
| 4 | VTVVANGUARD INDEX FDS | 180,685 | $34.5M | 3.84% | NEW | |
| 5 | JQUAJ P MORGAN EXCHANGE TRADED F | 528,436 | $33.4M | 3.72% | NEW | |
| 6 | JPIBJ P MORGAN EXCHANGE TRADED F | 540,665 | $26.3M | 2.93% | NEW | |
| 7 | IVVISHARES TR | 32,063 | $22.0M | 2.45% | NEW | |
| 8 | VTIVANGUARD INDEX FDS | 59,151 | $19.8M | 2.21% | NEW | |
| 9 | IUSGISHARES TR | 113,470 | $19.1M | 2.12% | NEW | |
| 10 | VOVANGUARD INDEX FDS | 55,633 | $16.1M | 1.80% | NEW | |
| 11 | FNDASCHWAB STRATEGIC TR | 502,470 | $15.8M | 1.76% | NEW | |
| 12 | SPYGSPDR SERIES TRUST | 146,315 | $15.6M | 1.74% | NEW | |
| 13 | FSMDFIDELITY COVINGTON TRUST | 335,403 | $14.8M | 1.65% | NEW | |
| 14 | VIGIVANGUARD WHITEHALL FDS | 160,613 | $14.7M | 1.64% | NEW | |
| 15 | SPLBSPDR SERIES TRUST | 631,591 | $14.3M | 1.59% | NEW | |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 227,824 | $14.2M | 1.59% | NEW | |
| 17 | MOATVANECK ETF TRUST | 133,918 | $13.9M | 1.54% | NEW | |
| 18 | CLOABLACKROCK ETF TRUST II | 264,084 | $13.7M | 1.52% | NEW | |
| 19 | FDLFIRST TR EXCHANGE-TRADED FD | 303,454 | $13.5M | 1.50% | NEW | |
| 20 | AAPLAPPLE INC | 48,339 | $13.1M | 1.46% | NEW | |
| 21 | FBNDFIDELITY MERRIMACK STR TR | 276,703 | $12.7M | 1.42% | NEW | |
| 22 | SPYVSPDR SERIES TRUST | 205,551 | $11.7M | 1.30% | NEW | |
| 23 | FTECFIDELITY COVINGTON TRUST | 51,948 | $11.7M | 1.30% | NEW | |
| 24 | SRLNSSGA ACTIVE ETF TR | 282,143 | $11.6M | 1.30% | NEW | |
| 25 | JPSTJ P MORGAN EXCHANGE TRADED F | 218,918 | $11.1M | 1.23% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.3141847656122039e+72T)
Industrials0.0% ($2.508116395893284e+34T)
Unknown0.0% ($3.994219741503115e+32T)
Healthcare0.0% ($20671237588467466240.0T)
Consumer Cyclical0.0% ($4729366615251412992.0T)
Consumer Defensive0.0% ($149212881201794.7T)
Communication Services0.0% ($49832804178414.5T)
Energy0.0% ($947.8T)
Utilities0.0% ($1.1B)
Real Estate0.0% ($1.1M)
Filing History
Fund Information
Goldstone Financial Group, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $897.7M across 215 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 11.3% of the portfolio. Compared to the previous quarter, the fund opened 215 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.