Goldstone Financial Group, LLC
Goldstone Financial Group, LLC reported 243 positions worth $1.09B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: VOO (14.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $158.1M | 14.45% | 230,142 | — | — | |
| ▸ 2 | QQQ | SH | $49.8M | 4.55% | 67,648 | — | — | |
| ▸ 3 | JQUA | SH | $40.2M | 3.68% | 556,388 | — | — | |
| ▸ 4 | VTV | SH | $39.2M | 3.59% | 180,069 | — | — | |
| ▸ 5 | IUSG | SH | $27.8M | 2.54% | 147,931 | — | — | |
| ▸ 6 | BUFR | SH | $27.8M | 2.54% | 760,367 | — | — | |
| ▸ 7 | JPIB | SH | $27.4M | 2.50% | 566,365 | — | — | |
| ▸ 8 | VT | SH | $20.4M | 1.86% | 129,961 | — | — | |
| ▸ 9 | GLOF | SH | $19.9M | 1.82% | 338,741 | — | — | |
| ▸ 10 | VO | SH | $19.9M | 1.81% | 246,374 | — | — |
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Frequently Asked Questions
What stocks does Goldstone Financial Group, LLC hold as of Q2 2026?
Goldstone Financial Group, LLC reported 243 positions worth $1.09B in its Q2 2026 13F filing. Largest positions: VOO (14.4%), QQQ (4.6%), JQUA (3.7%), VTV (3.6%) and IUSG (2.5%).
What did Goldstone Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Goldstone Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.