§ 13F · FUND PROFILE
Goldstone Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $757.1T (13F)Positions · 206Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$897.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 161K | $101.1T | 11.3% | NEW |
| 2 | QQQ | INVESCO QQQ TR | 65K | $39.8T | 4.4% | NEW |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | 1.07M | $36.6T | 4.1% | NEW |
| 4 | VTV | VANGUARD INDEX FDS | 181K | $34.5T | 3.8% | NEW |
| 5 | JQUA | J P MORGAN EXCHANGE TRADED F | 528K | $33.4T | 3.7% | NEW |
| 6 | JPIB | J P MORGAN EXCHANGE TRADED F | 541K | $26.3T | 2.9% | NEW |
| 7 | IVV | ISHARES TR | 32K | $22.0T | 2.4% | NEW |
| 8 | VTI | VANGUARD INDEX FDS | 59K | $19.8T | 2.2% | NEW |
| 9 | IUSG | ISHARES TR | 113K | $19.1T | 2.1% | NEW |
| 10 | VO | VANGUARD INDEX FDS | 56K | $16.1T | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOLDSTONE SIGNAL
AC read
Goldstone Financial Group, LLC is a Other fund managing $757141.5 trillion in assets. The fund runs a broad portfolio of 206 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed