§ 13F · FUND PROFILE
Goldstone Financial Group, LLC.
AUM · $1.1B (13F)Positions · 243Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 230K | $158M | 14.4% | +14% |
| 2 | QQQ | INVESCO QQQ TR | 68K | $50M | 4.6% | −2% |
| 3 | JQUA | J P MORGAN EXCHANGE TRADED F | 556K | $40M | 3.7% | −4% |
| 4 | VTV | VANGUARD INDEX FDS | 180K | $39M | 3.6% | −6% |
| 5 | IUSG | ISHARES TR | 148K | $28M | 2.5% | +9% |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 760K | $28M | 2.5% | −26% |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | 566K | $27M | 2.5% | +5% |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 130K | $20M | 1.9% | +118% |
| 9 | GLOF | ISHARES TR | 339K | $20M | 1.8% | +117% |
| 10 | VO | VANGUARD INDEX FDS | 246K | $20M | 1.8% | +285% |
§ 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 $1.1 billion in assets. The fund runs a broad portfolio of 243 positions.
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