Q2 2026 13F · SEC CIK 2040021

Goldstone Financial Group, LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 240
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.1B

Goldstone Financial Group, LLC is a wealth manager that reported 240 positions worth $1.1B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Vanguard Index Fds (VOO, 14.4%), Invesco Qqq Tr (QQQ, 4.6%), Jpmorgan U.s. Quality Factor ETF (JQUA, 3.7%).

Goldstone Financial Group, LLC holdings largest 50 of 240 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Goldstone Financial Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	14.4%	13.0%	230,142	+14.4%	$158.1M
QQQInvesco Qqq Tr	4.6%	4.3%	67,648	-1.6%	$49.8M
JQUAJpmorgan U.s. Quality Factor ETF	3.7%	3.9%	556,388	-4.1%	$40.2M
VTVVanguard Index Fds	3.6%	4.1%	180,069	-6.5%	$39.2M
IUSGIshares Tr	2.5%	2.3%	147,931	+9.2%	$27.8M
BUFRFirst Tr Exchng Traded Fd Vi	2.5%	3.8%	760,367	-26.1%	$27.8M
JPIBJ P Morgan Exchange Traded F	2.5%	2.8%	566,365	+5.2%	$27.4M
VTVanguard Intl Equity Index F	1.9%	0.9%	129,961	+117.6%	$20.4M
ACWFIshares Tr	1.8%	0.9%	338,741	+116.6%	$19.9M
VOVanguard Index Fds	1.8%	2.0%	246,374	+284.8%	$19.9M
FPAGFpa Global Equity ETF	1.8%	0.9%	493,466	+121.6%	$19.8M
SPGMSpdr Index Shs Fds	1.8%	0.9%	230,291	+114.0%	$19.7M
IOOIshares Tr	1.8%	0.9%	143,237	+113.7%	$19.6M
CLOABlackrock ETF Trust II	1.7%	1.7%	366,312	+20.5%	$19.0M
VTIVanguard Index Fds	1.7%	2.0%	50,866	-12.6%	$18.8M
FSMDFidelity Covington Trust	1.7%	1.7%	353,428	-1.2%	$18.7M
FBNDFidelity Merrimack Str Tr	1.7%	1.6%	409,076	+25.0%	$18.6M
AAPLApple Inc	1.6%	1.7%	61,128	+0.8%	$17.7M
VEAVanguard Ftse Developed Markets Index Fu	1.5%	1.7%	226,374	-9.3%	$16.1M
IVVIshares Tr	1.4%	1.5%	20,909	-3.5%	$15.7M
FNDASchwab Strategic Tr	1.3%	1.6%	359,618	-18.8%	$13.7M
MOATVaneck Morningstar Wide Moat ETF	1.0%	1.4%	103,893	-20.4%	$10.8M
FDLFirst Tr Exchange-Traded Fd	1.0%	1.5%	219,270	-20.0%	$10.7M
VBVanguard Index Fds	1.0%	0.5%	34,639	+113.7%	$10.5M
SRLNSsga Active ETF Tr	0.9%	1.2%	255,058	-7.9%	$10.3M
VYMVanguard Whitehall Fds	0.9%	1.1%	64,064	-2.8%	$10.1M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.9%	0.9%	83,723	-4.8%	$10.0M
VIGIVanguard Whitehall Fds	0.9%	1.4%	106,460	-24.8%	$9.9M
SPLBSpdr Series Trust	0.9%	1.3%	417,214	-24.4%	$9.3M
HYGHIshares U S ETF Tr	0.8%	—	100,447	—	$8.7M
FLRTPacer Fds Tr	0.8%	—	185,560	—	$8.7M
PFXFVaneck ETF Trust	0.8%	—	479,602	—	$8.6M
VPUVanguard World Fd	0.8%	1.0%	41,908	-13.7%	$8.2M
FTECFidelity Covington Trust	0.7%	1.0%	28,692	-35.2%	$8.2M
VEUVanguard Intl Equity Index F	0.7%	0.8%	97,751	-5.9%	$8.2M
DONWisdomtree Tr	0.7%	0.9%	139,716	-13.6%	$7.9M
SPYVState Street Spdr Portfolio S&p 500 Valu	0.7%	0.8%	127,395	-3.5%	$7.7M
NVDANvidia Corporation	0.7%	0.9%	38,089	-16.2%	$7.6M
JPSTJ P Morgan Exchange Traded F	0.7%	1.1%	149,899	-22.5%	$7.6M
VCSHVanguard Scottsdale Fds	0.7%	0.9%	93,305	-15.6%	$7.4M
JBNDJ P Morgan Exchange Traded F	0.7%	1.1%	137,192	-28.2%	$7.3M
SPTLSpdr Series Trust	0.6%	—	265,149	—	$7.0M
IGIBIshares Tr	0.6%	0.9%	130,482	-15.9%	$6.9M
MBSAngel Oak Funds Trust	0.6%	—	797,939	—	$6.9M
JPMJpmorgan Chase & Co	0.6%	0.6%	19,997	+1.7%	$6.5M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	8,688	+3.2%	$6.5M
IWRIshares Tr	0.6%	0.6%	56,396	-4.0%	$6.2M
AVGOBroadcom Inc	0.6%	0.6%	15,986	-15.1%	$6.0M
GOOGLAlphabet Inc	0.5%	0.5%	15,820	+2.4%	$5.7M
SCHDSchwab Strategic Tr	0.5%	0.8%	177,799	-26.1%	$5.6M

What Goldstone Financial Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.1B	240
Q1 2026	$922.1M	225
Q4 2025	$897.4M	215
Q3 2025	$845.3M	215
Q2 2025	$757.1M	206
Q1 2025	$660.6M	202
Q4 2024	$638.1M	199
Q3 2024	$574.7M	193

Questions about Goldstone Financial Group, LLC's portfolio

What stocks does Goldstone Financial Group, LLC own?

Goldstone Financial Group, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 240 positions worth $1.1B. The largest are Vanguard Index Fds (VOO) at 14.4%, Invesco Qqq Tr (QQQ) at 4.6%, Jpmorgan U.s. Quality Factor ETF (JQUA) at 3.7%, Vanguard Index Fds (VTV) at 3.6% and Ishares Tr (IUSG) at 2.5%.

What did Goldstone Financial Group, LLC buy last quarter?

In Q2 2026, Goldstone Financial Group, LLC added Vanguard Index Fds (VO) (+284.8% shares), Fpa Global Equity ETF (FPAG) (+121.6% shares) and Vanguard Intl Equity Index F (VT) (+117.6% shares), compared with its Q1 2026 filing.

What did Goldstone Financial Group, LLC sell last quarter?

In Q2 2026, Goldstone Financial Group, LLC cut from its top 50 Proshares Tr (NOBL), cut from its top 50 First Tr Exchng Traded Fd Vi (UCON), cut from its top 50 Victory Portfolios II Victoryshares Free (VFLO), cut from its top 50 Spdr Ser Tr (MDYG), cut from its top 50 First Tr Exchange Traded Fd (RDVY), Fidelity Covington Trust (FTEC) (-35.2% shares), J P Morgan Exchange Traded F (JBND) (-28.2% shares) and Schwab Strategic Tr (SCHD) (-26.1% shares), compared with its Q1 2026 filing.

When is Goldstone Financial Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Goldstone Financial Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Goldstone Financial Group, LLC manage?

Goldstone Financial Group, LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.