§ 13F · FUND PROFILE
Goldstone Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $757M (13F)Positions · 206Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$66M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 201K | $120M | 13.0% | +25% |
| 2 | QQQ | INVESCO QQQ TR | 69K | $40M | 4.3% | +6% |
| 3 | VTV | VANGUARD INDEX FDS | 193K | $38M | 4.1% | +7% |
| 4 | JQUA | J P MORGAN EXCHANGE TRADED F | 580K | $36M | 3.9% | +10% |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | 1.03M | $35M | 3.8% | −4% |
| 6 | JPIB | J P MORGAN EXCHANGE TRADED F | 539K | $26M | 2.8% | ±0% |
| 7 | IUSG | ISHARES TR | 136K | $21M | 2.3% | +19% |
| 8 | VTI | VANGUARD INDEX FDS | 58K | $19M | 2.0% | −2% |
| 9 | VO | VANGUARD INDEX FDS | 64K | $18M | 2.0% | +15% |
| 10 | FSMD | FIDELITY COVINGTON TRUST | 358K | $16M | 1.7% | +7% |
§ 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 $757 million in assets. The fund runs a broad portfolio of 206 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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