Institutions / Goldstone Financial Group, LLC

Goldstone Financial Group, LLC

CIK 2040021 · Institution · as of Dec 31, 2025

Portfolio value

$897.41M

Positions

215

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 215 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$101.14M	161,267	11.3%
Invesco Qqq Tr	—	$39.80M	64,794	4.4%
First Tr Exchng Traded Fd VI	—	$36.62M	1,068,841	4.1%
Vanguard Index Fds	—	$34.51M	180,685	3.8%
J P Morgan Exchange Traded F	—	$33.39M	528,436	3.7%
J P Morgan Exchange Traded F	—	$26.33M	540,665	2.9%
iShares Tr	—	$21.96M	32,063	2.4%
Vanguard Index Fds	—	$19.83M	59,151	2.2%
iShares Tr	—	$19.06M	113,470	2.1%
Vanguard Index Fds	—	$16.15M	55,633	1.8%
Schwab Strategic Tr	—	$15.83M	502,470	1.8%
SPDR Series Trust	—	$15.61M	146,315	1.7%
Fidelity Covington Trust	—	$14.80M	335,403	1.6%
Vanguard Whitehall Fds	—	$14.69M	160,613	1.6%
SPDR Series Trust	—	$14.26M	631,591	1.6%
Vanguard Tax-Managed Fds	—	$14.23M	227,824	1.6%
VanEck ETF Trust	—	$13.87M	133,918	1.5%
BlackRock ETF Trust II	—	$13.66M	264,084	1.5%
First Tr Exchange-Traded Fd	—	$13.46M	303,454	1.5%
Apple Inc.	—	$13.14M	48,339	1.5%
Fidelity Merrimack Str Tr	—	$12.74M	276,703	1.4%
SPDR Series Trust	—	$11.68M	205,551	1.3%
Fidelity Covington Trust	—	$11.67M	51,948	1.3%
Ssga Active ETF Tr	—	$11.64M	282,143	1.3%
J P Morgan Exchange Traded F	—	$11.08M	218,918	1.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.