Goldstone Financial Group, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$897.7M

Holdings

215

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (215 positions)

#	Stock	Shares	Value	% Portfolio	Type
201	ADSKAUTODESK INC	885	$261K	0.03%
202	ICLOINVESCO ACTIVELY MANAGED EXC	10,228	$261K	0.03%
203	USFRWISDOMTREE TR	5,168	$260K	0.03%
204	JAAAJANUS DETROIT STR TR	5,007	$253K	0.03%
205	TMFCRBB FD INC	3,429	$246K	0.03%
206	JNJJOHNSON & JOHNSON	1,164	$240K	0.03%
207	SHELSHELL PLC	3,202	$235K	0.03%
208	ALSALLSTATE CORP	1,133	$235K	0.03%
209	PLTRPALANTIR TECHNOLOGIES INC	1,242	$220K	0.02%
210	TIPISHARES TR	1,999	$219K	0.02%
211	LOWLOWES COS INC	898	$216K	0.02%
212	ASMLASML HOLDING N V	199	$213K	0.02%
213	SUBISHARES TR	1,998	$213K	0.02%
214	SP4PACHIEVE LIFE SCIENCES INC	24,163	$120K	0.01%
215	MPTMEDICAL PPTYS TRUST INC	11,271	$56K	0.01%

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