Goldstone Financial Group, LLC
Sector Allocation
- Other82.7%$905.1M
- Technology6.1%$67.0M
- Financials4.6%$50.5M
- Industrials3.0%$32.6M
- Consumer Discretionary1.1%$12.1M
- Healthcare0.9%$10.1M
- Consumer Staples0.6%$6.8M
- Communication Services0.3%$3.7M
- Real Estate0.2%$2.2M
- Energy0.2%$1.9M
AUM History
13fpro.ai/research/fund/goldstone-financial-group-llc-2040021
Conviction and streaks
Stable · top 10 = 39.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$158.1M
QQQ
$49.8M- J$40.2M
- VANGUARD$39.2M
- ISHARES$27.8M
- FIRST$27.8M
- J$27.4M
DOV
$20.4M- ISHARES$19.9M
- VANGUARD$19.9M
- INVESTMENT$19.8M
- SPDR$19.7M
- ISHARES$19.6M
- BLACKROCK$19.0M
- VANGUARD$18.8M
- FIDELITY$18.7M
- FIDELITY$18.6M
AAPL
$17.7M- VANGUARD$16.1M
- ISHARES$15.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/goldstone-financial-group-llc-2040021
Goldstone Financial Group, LLC 13F holdings — Q2 2026
$1.1B portfolio (+18.6% QoQ) · 243 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
Includes $126K of put/call options ($10K puts, $117K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $1.1B. Weights use the stock portfolio.
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$158.1M
14.4% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— $49.8M
4.5% of stocks
-2%This quarter-0.9%Since filed7+ qtrsHeld- 3
J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR
$40.2M
3.7% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - VALUE ETF
$39.2M
3.6% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE S&P US GWT
$27.8M
2.5% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
$27.8M
2.5% of stocks
-26%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF
$27.4M
2.5% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $20.4M
1.9% of stocks
+118%This quarter-2.9%Since filed2 qtrsHeld- 9
ISHARES TR - GLOBAL EQUITY
$19.9M
1.8% of stocks
+117%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INDEX FDS - MID CAP ETF
$19.9M
1.8% of stocks
+285%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $158.1M | 14.4% | +14% | — | — | — | — | |
| 2 | $49.8M | 4.5% | -2% | -0.9% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $40.2M | 3.7% | -4% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - VALUE ETF | $39.2M | 3.6% | -6% | — | — | — | — | |
| 5 | ISHARES TR - CORE S&P US GWT | $27.8M | 2.5% | +9% | — | — | — | — | |
| 6 | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $27.8M | 2.5% | -26% | — | — | — | — | |
| 7 | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $27.4M | 2.5% | +5% | — | — | — | — | |
| 8 | $20.4M | 1.9% | +118% | -2.9% | 2 qtrsAdded 2 qtrs in a row | 59.5#925 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES TR - GLOBAL EQUITY | $19.9M | 1.8% | +117% | — | — | — | — | |
| 10 | VANGUARD INDEX FDS - MID CAP ETF | $19.9M | 1.8% | +285% | — | — | — | — |
All holdings — Goldstone Financial Group, LLC (Q2 2026)
243 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | INVESTMENT MANAGERS SER TR I - FPA GBL EQTY ETFetf/fund | — | $19.8M | 1.8% | 493K | +122% | — | — | 13F |
| 12 | — | SPDR INDEX SHS FDS - ST STR MSCI GLBetf/fund | — | $19.7M | 1.8% | 230K | +114% | — | — | 13F |
| 13 | — | ISHARES TR - GLOBAL 100 ETFetf/fund | — | $19.6M | 1.8% | 143K | +114% | — | — | 13F |
| 14 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLOetf/fund | — | $19.0M | 1.7% | 366K | +21% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $18.8M | 1.7% | 51K | -13% | — | — | 13F |
| 16 | — | FIDELITY COVINGTON TRUST - SML MID MLTFCT | — | $18.7M | 1.7% | 353K | -1% | — | — | 13F |
| 17 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund | — | $18.6M | 1.7% | 409K | +25% | — | — | 13F |
| 18 | Apple Inc. | Technology | $17.7M | 1.6% | 61K | +0.8% | 7+ qtrs | 75.7 | 13F | |
| 19 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $16.1M | 1.5% | 226K | -9% | — | — | 13F |
| 20 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $15.7M | 1.4% | 21K | -4% | — | — | 13F |
| 21 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $13.7M | 1.3% | 360K | -19% | — | — | 13F |
| 22 | — | VANECK ETF TRUST - MRNGSTR WDE MOATetf/fund | — | $10.8M | 1.0% | 104K | -20% | — | — | 13F |
| 23 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $10.7M | 1.0% | 219K | -20% | — | — | 13F |
| 24 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $10.5M | 1.0% | 35K | +114% | — | — | 13F |
| 25 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETFetf/fund | — | $10.3M | 0.9% | 255K | -8% | — | — | 13F |
| 26 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $10.1M | 0.9% | 64K | -3% | |||
| 27 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $10.0M | 0.9% | 84K | -5% | |||
| 28 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $9.9M | 0.9% | 106K | -25% | |||
| 29 | — | SPDR SERIES TRUST - ST LONG BD ETF | — | $9.3M | 0.8% | 417K | -24% | |||
| 30 | — | ISHARES U S ETF TR - IT RT HDG HGYL | — | $8.7M | 0.8% | 100K | +167% | |||
| 31 | — | PACER FDS TR - ARIST HIGH ETF | — | $8.7M | 0.8% | 186K | +167% | |||
| 32 | — | VANECK ETF TRUST - PREFERRED SECURT | — | $8.6M | 0.8% | 480K | +167% | |||
| 33 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $8.2M | 0.8% | 42K | -14% | |||
| 34 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $8.2M | 0.8% | 29K | -35% | |||
| 35 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $8.2M | 0.8% | 98K | -6% | |||
| 36 | $WT | WisdomTree, Inc. | Financials | $7.9M | 0.7% | 140K | -14% | |||
| 37 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $7.7M | 0.7% | 127K | -4% | |||
| 38 | $NVDA | NVIDIA CORP | Technology | $7.6M | 0.7% | 38K | -16% | |||
| 39 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $7.6M | 0.7% | 150K | -22% | |||
| 40 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $7.4M | 0.7% | 93K | -16% | |||
| 41 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $7.3M | 0.7% | 137K | -28% | |||
| 42 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $7.0M | 0.6% | 265K | +172% | |||
| 43 | — | ISHARES TR - ISHS 5-10YR INVT | — | $6.9M | 0.6% | 130K | -16% | |||
| 44 | — | ANGEL OAK FUNDS TRUST - MORTGAGE BACKED | — | $6.9M | 0.6% | 798K | +170% | |||
| 45 | $JPM | JPMORGAN CHASE & CO | Financials | $6.5M | 0.6% | 20K | +2% | |||
| 46 | $SPY | SPDR S&P 500 ETF TRUST | — | $6.5M | 0.6% | 8,688 | +3% | |||
| 47 | — | ISHARES TR - RUS MID CAP ETF | — | $6.2M | 0.6% | 56K | -4% | |||
| 48 | $AVGO | Broadcom Inc. | Technology | $6.0M | 0.6% | 16K | -15% | |||
| 49 | $GOOGL | Alphabet Inc. | Technology | $5.7M | 0.5% | 16K | +2% | |||
| 50 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $5.6M | 0.5% | 178K | -26% | |||
| 51 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | — | $5.4M | 0.5% | 216K | -15% | |||
| 52 | — | ISHARES TR - US SML CAP EQT | — | $5.2M | 0.5% | 59K | +116% | |||
| 53 | $STT | STATE STREET CORP | Financials | $5.1M | 0.5% | 45K | -5% | |||
| 54 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $5.1M | 0.5% | 62K | -3% | |||
| 55 | $MU | MICRON TECHNOLOGY INC | Technology | $5.0M | 0.5% | 4,345 | -18% | |||
| 56 | $AMZN | AMAZON COM INC | Consumer Discretionary | $5.0M | 0.5% | 21K | +5% | |||
| 57 | — | ISHARES TR - CORE DIV GRWTH | — | $4.5M | 0.4% | 59K | -1% | |||
| 58 | $CAT | CATERPILLAR INC | Industrials | $4.2M | 0.4% | 3,926 | -3% | |||
| 59 | $MSFT | MICROSOFT CORP | Technology | $4.2M | 0.4% | 11K | +0.4% | |||
| 60 | — | ISHARES TR - RUSSELL 2000 ETF | — | $4.0M | 0.4% | 13K | -5% | |||
| 61 | — | PROSHARES TR - S&P 500 DV ARIST | — | $3.7M | 0.3% | 66K | -2% | |||
| 62 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | — | $3.5M | 0.3% | 77K | -38% | |||
| 63 | $ABBV | AbbVie Inc. | Healthcare | $3.5M | 0.3% | 14K | +41% | |||
| 64 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $3.5M | 0.3% | 131K | +169% | |||
| 65 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $3.4M | 0.3% | 4,675 | -0.9% | |||
| 66 | — | VANGUARD WORLD FD - INF TECH ETF | — | $3.3M | 0.3% | 28K | +629% | |||
| 67 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $3.2M | 0.3% | 27K | -5% | |||
| 68 | — | ISHARES TR - BROAD USD HIGH | — | $3.0M | 0.3% | 82K | -0.7% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $2.9M | 0.3% | 116K | -5% | |||
| 70 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $2.8M | 0.3% | 46K | +0.7% | |||
| 71 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.8M | 0.3% | 6,654 | -18% | |||
| 72 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.8M | 0.3% | 46K | +116% | |||
| 73 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $2.8M | 0.3% | 49K | -2% | |||
| 74 | — | ISHARES TR - CORE MSCI TOTAL | — | $2.7M | 0.3% | 29K | -3% | |||
| 75 | $WT | WisdomTree, Inc. | Financials | $2.7M | 0.3% | 59K | -1% | |||
| 76 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $2.7M | 0.3% | 55K | +501% | |||
| 77 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | — | $2.6M | 0.2% | 110K | -2% | |||
| 78 | — | ISHARES TR - CORE HIGH DV ETF | — | $2.5M | 0.2% | 93K | +369% | |||
| 79 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $2.5M | 0.2% | 70K | -7% | |||
| 80 | $META | Meta Platforms, Inc. | Technology | $2.3M | 0.2% | 4,127 | -2% | |||
| 81 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.3M | 0.2% | 40K | +5% | |||
| 82 | $MA | Mastercard Inc | Financials | $2.3M | 0.2% | 4,432 | +6% | |||
| 83 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | — | $2.2M | 0.2% | 44K | -3% | |||
| 84 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.2% | 4,336 | +13% | |||
| 85 | — | ISHARES TR - FUTU AI TECH ETF | — | $2.1M | 0.2% | 28K | -11% | |||
| 86 | — | NUSHARES ETF TR - GET OPP ETF | — | $2.1M | 0.2% | 47K | -8% | |||
| 87 | $IVZ | Invesco Ltd. | Financials | $2.0M | 0.2% | 30K | -8% | |||
| 88 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $1.9M | 0.2% | 16K | -4% | |||
| 89 | $GOOG | Alphabet Inc. | Technology | $1.9M | 0.2% | 5,402 | +2% | |||
| 90 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $1.9M | 0.2% | 21K | -7% | |||
| 91 | — | ISHARES TR - JPMORGAN USD EMG | — | $1.8M | 0.2% | 19K | +0.3% | |||
| 92 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $1.8M | 0.2% | 37K | -3% | |||
| 93 | — | ISHARES TR - CORE 1 5 YR USD | — | $1.8M | 0.2% | 37K | -2% | |||
| 94 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.7M | 0.2% | 12K | -2% | |||
| 95 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.1% | 36K | -8% | |||
| 96 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.6M | 0.1% | 2,077 | +5% | |||
| 97 | $WT | WisdomTree, Inc. | Financials | $1.6M | 0.1% | 29K | -5% | |||
| 98 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.5M | 0.1% | 1,610 | +10% | |||
| 99 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.5M | 0.1% | 4,235 | +7% | |||
| 100 | — | ISHARES TR - CORE LT USDB ETF | — | $1.5M | 0.1% | 30K | -0.5% | |||
| 101 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.4M | 0.1% | 12K | -5% | |||
| 102 | — | NEOS ETF TRUST - NASDAQ 100 HDGD | — | $1.3M | 0.1% | 24K | -4% | |||
| 103 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.3M | 0.1% | 3,764 | +37% | |||
| 104 | $NFLX | NETFLIX INC | Communication Services | $1.3M | 0.1% | 18K | +12% | |||
| 105 | — | ISHARES TR - MSCI USA MIN ETF | — | $1.3M | 0.1% | 13K | -0.9% | |||
| 106 | $CORT | CORCEPT THERAPEUTICS INC | Healthcare | $1.3M | 0.1% | 15K | +20% | |||
| 107 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $1.3M | 0.1% | 27K | -0.8% | |||
| 108 | $MS | MORGAN STANLEY | Financials | $1.3M | 0.1% | 5,990 | -6% | |||
| 109 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.2M | 0.1% | 8,389 | -4% | |||
| 110 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.2M | 0.1% | 1,214 | -7% | |||
| 111 | $BA | BOEING CO | Industrials | $1.2M | 0.1% | 5,639 | +17% | |||
| 112 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | — | $1.2M | 0.1% | 31K | -2% | |||
| 113 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $1.2M | 0.1% | 8,112 | -4% | |||
| 114 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.1M | 0.1% | 4,229 | -4% | |||
| 115 | $O | REALTY INCOME CORP | Real Estate | $1.1M | 0.1% | 18K | +4% | |||
| 116 | $TT | Trane Technologies plc | Technology | $1.1M | 0.1% | 2,263 | +11% | |||
| 117 | — | VANGUARD WORLD FD - ENERGY ETF | — | $1.1M | 0.1% | 7,380 | -0.9% | |||
| 118 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.1M | 0.1% | 2,296 | +37% | |||
| 119 | $C | CITIGROUP INC | Financials | $1.1M | 0.1% | 7,826 | -0.6% | |||
| 120 | — | INVESCO EXCH TRADED FD TR II - CEF INM COMPSI | — | $1.0M | 0.1% | 51K | -9% | |||
| 121 | $T | AT&T INC. | Communication Services | $1.0M | 0.1% | 50K | -1% | |||
| 122 | $CCI | CROWN CASTLE INC. | Real Estate | $1.0M | 0.1% | 14K | +14% | |||
| 123 | — | STARBOARD INVT TR - ADAPTIVE ALPHA | — | $1.0M | 0.1% | 29K | -5% | |||
| 124 | $PEP | PEPSICO INC | Consumer Staples | $1.0M | 0.1% | 7,539 | -6% | |||
| 125 | $ABT | ABBOTT LABORATORIES | Healthcare | $990K | 0.1% | 11K | -2% | |||
| 126 | $LMT | LOCKHEED MARTIN CORP | Industrials | $981K | 0.1% | 1,926 | -2% | |||
| 127 | — | GLOBAL X FDS - SUPERDIVIDEND | — | $972K | 0.1% | 40K | -2% | |||
| 128 | — | PACER FDS TR - US SM CAP CA ETF | — | $933K | 0.1% | 18K | -4% | |||
| 129 | $CME | CME GROUP INC. | Financials | $923K | 0.1% | 4,182 | +0.3% | |||
| 130 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $906K | 0.1% | 8,430 | -0.4% | |||
| 131 | $VLO | VALERO ENERGY CORP/TX | Energy | $902K | 0.1% | 3,462 | -0.1% | |||
| 132 | $ORCL | ORACLE CORP | Technology | $899K | 0.1% | 6,137 | -3% | |||
| 133 | $WMT | Walmart Inc. | Consumer Staples | $891K | 0.1% | 7,863 | +0.5% | |||
| 134 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $875K | 0.1% | 1,101 | — | |||
| 135 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $868K | 0.1% | 3,085 | +2% | |||
| 136 | $WT | WisdomTree, Inc. | Financials | $865K | 0.1% | 20K | +1% | |||
| 137 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $858K | 0.1% | 3,831 | +22% | |||
| 138 | $NVS | NOVARTIS AG | Healthcare | $851K | 0.1% | 5,430 | -7% | |||
| 139 | $PDO | PIMCO Dynamic Income Opportunities Fund | Other | $829K | 0.1% | 63K | -3% | |||
| 140 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $813K | 0.1% | 16K | New | |||
| 141 | — | AMPLIFY ETF TR - CWP INTL ENHANCE | — | $809K | 0.1% | 19K | -6% | |||
| 142 | $UBER | Uber Technologies, Inc | Technology | $802K | 0.1% | 11K | +23% | |||
| 143 | $SPGI | S&P Global Inc. | Financials | $789K | 0.1% | 1,937 | +21% | |||
| 144 | $PDI | PIMCO Dynamic Income Fund | Other | $788K | 0.1% | 47K | -2% | |||
| 145 | $DIS | Walt Disney Co | Communication Services | $781K | 0.1% | 8,116 | +12% | |||
| 146 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $763K | 0.1% | 1,314 | -11% | |||
| 147 | — | DBX ETF TR - XTRA US NATL ETF | — | $762K | 0.1% | 20K | -6% | |||
| 148 | — | NORTHERN LTS FD TR IV - INSPIRE 100 ETF | — | $760K | 0.1% | 13K | New | |||
| 149 | $NWG | NatWest Group plc | Financials | $758K | 0.1% | 43K | -8% | |||
| 150 | $CEG | Constellation Energy Corp | Utilities | $757K | 0.1% | 3,048 | -9% |
What changed in Q2 2026
Against the previous quarter's 13F: 22 new, 83 added to, 125 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (22)
- BLACKROCK ETF TRUST - ISHA LA CORE ETF$813K
first bought this quarter
- NORTHERN LTS FD TR IV - INSPIRE 100 ETF$760K
first bought this quarter
- BLACKROCK ETF TRUST - ISHARES US EQUIT$748K
first bought this quarter
$INTCINTEL CORP$412K
first bought this quarter
- ISHARES TR - MSCI USA VALUE$410K
first bought this quarter
- VANECK ETF TRUST - SEMICONDUCTR ETF$287K
first bought this quarter
+16 more in the Excel export
Added to (83)
- VANGUARD INDEX FDS - S&P 500 ETF SHS+14%
now $158.1M
- VANGUARD INDEX FDS - MID CAP ETF+285%
now $19.9M
now $20.4M · held 2 qtrs, 2 adds in a row
- INVESTMENT MANAGERS SER TR I - FPA GBL EQTY ETF+122%
now $19.8M
- ISHARES TR - GLOBAL EQUITY+117%
now $19.9M
- SPDR INDEX SHS FDS - ST STR MSCI GLB+114%
now $19.7M
+77 more in the Excel export
Trimmed (125)
- FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF-26%
now $27.8M
- FIDELITY COVINGTON TRUST - MSCI INFO TECH I-35%
now $8.2M
- VANGUARD WHITEHALL FDS - INTL DVD ETF-25%
now $9.9M
- SCHWAB STRATEGIC TR - FUNDAMENTAL US S-19%
now $13.7M
- SPDR SERIES TRUST - ST LONG BD ETF-24%
now $9.3M
- J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF-28%
now $7.3M
+119 more in the Excel export
Holdings by quarter
Every 13F Goldstone Financial Group, LLC has filed, 13 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Goldstone Financial Group's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.7%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 20% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Goldstone Financial Group, LLC disclosed 243 positions worth $1.1B in its Form 13F-HR for Q2 2026 — $1.1B in common stock plus $126,349 of put/call option positions (reported at underlying notional value, not premium at risk), followed by $QQQ. During the quarter the fund opened 22 new positions and exited 8 and a full exit from $HON. The portfolio is most concentrated in Other (82.7% of disclosed assets). All figures are sourced directly from Goldstone Financial Group, LLC’s Form 13F-HR filing with the SEC under CIK 2040021.
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AI-Powered Hedge Fund Analysis: Goldstone Financial Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Goldstone Financial Group, LLC (SEC CIK: 2040021), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Goldstone Financial Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.