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 S&p 500 ETF (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 S&p 500 ETF	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 Value ETF	3.6%	4.1%	180,069	-6.5%	$39.2M
IUSGiShares ETFs/USA	2.5%	2.3%	147,931	+9.2%	$27.8M
BUFRFt Vest Laddered Buffer ETF	2.5%	3.8%	760,367	-26.1%	$27.8M
JPIBJpmorgan International Bond Opportunitie	2.5%	2.8%	566,365	+5.2%	$27.4M
VTVanguard Total World Stock Index Fund Et	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
FPAGInvestment Managers Ser Tr I	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 Small-Mid Multifactor ETF	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 Tax-Managed Fds	1.5%	1.7%	226,374	-9.3%	$16.1M
IVVIshares Core S&p 500 ETF	1.4%	1.5%	20,909	-3.5%	$15.7M
FNDASchwab Strategic Tr	1.3%	1.6%	359,618	-18.8%	$13.7M
MOATVaneck ETF Trust	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 Indx Fd	1.0%	0.5%	34,639	+113.7%	$10.5M
SRLNSsga Active ETF Tr	0.9%	1.2%	255,058	-7.9%	$10.3M
VYMVym	0.9%	1.1%	64,064	-2.8%	$10.1M
SPYGSpdr Series Trust	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 Aristotole	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 FTSE All	0.7%	0.8%	97,751	-5.9%	$8.2M
DONWisdomtree Tr	0.7%	0.9%	139,716	-13.6%	$7.9M
SPYVSpdr Series Trust	0.7%	0.8%	127,395	-3.5%	$7.7M
NVDANvidia Corporation Com	0.7%	0.9%	38,089	-16.2%	$7.6M
JPSTJ P Morgan Exchange Traded Fd	0.7%	1.1%	149,899	-22.5%	$7.6M
VCSHVanguard Scottsdale Fds	0.7%	0.9%	93,305	-15.6%	$7.4M
JBNDJpmorgan Active Bond ETF	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
SPYSpdr S&p 500 ETF Tr	0.6%	0.6%	8,688	+3.2%	$6.5M
IWRIshares Russell Midcap ETF	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 and rebuilt each quarter on the day the filing became public. 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 S&p 500 ETF (VOO) at 14.4%, Invesco Qqq Tr (QQQ) at 4.6%, Jpmorgan U.s. Quality Factor ETF (JQUA) at 3.7%, Vanguard Value ETF (VTV) at 3.6% and iShares ETFs/USA (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), Investment Managers Ser Tr I (FPAG) (+121.6% shares) and Vanguard Total World Stock Index Fund Et (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 (VFLO), cut from its top 50 Spdr Series Trust (MDYG), cut from its top 50 First Trust Rising Dividend Achievers Et (RDVY), Fidelity Covington Trust (FTEC) (-35.2% shares), Jpmorgan Active Bond ETF (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.