Goldstone Financial Group, LLC
CIK 0002040021 · OAKBROOK TERRACE, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.09B
2026 Q2
Positions
243
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
14.4%
QQQ
INVESCO QQQ TR
4.6%
JQUA
J P MORGAN EXCHANGE TRADED F
3.7%
VTV
VANGUARD INDEX FDS
3.6%
IUSG
ISHARES TR
2.5%
BUFR
FIRST TR EXCHNG TRADED FD VI
2.5%
JPIB
J P MORGAN EXCHANGE TRADED F
2.5%
VT
VANGUARD INTL EQUITY INDEX F
1.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.