Goldstone Financial Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Goldstone Financial Group, Llc disclosed 231 stock positions valued at approximately $1.09B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and J P MORGAN EXCHANGE TRADED F.
- Report Period
- June 30, 2026
- No. of Stocks
- 231
- Portfolio Value
- $1.09B
Holdings by Sector
Goldstone Financial Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 14.45% | 230,142 | +28,945 | +14.39% | $158,063,641 |
| INVESCO QQQ TR | QQQ | Other | 4.55% | 67,648 | -1,080 | -1.57% | $49,815,829 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 3.68% | 556,388 | -24,030 | -4.14% | $40,215,690 |
| VANGUARD INDEX FDS | VTV | Other | 3.59% | 180,069 | -12,475 | -6.48% | $39,242,437 |
| ISHARES TR | IUSG | Other | 2.54% | 147,931 | +12,426 | +9.17% | $27,824,370 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 2.54% | 760,367 | -268,877 | -26.12% | $27,776,207 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 2.50% | 566,365 | +27,770 | +5.16% | $27,383,758 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 1.86% | 129,961 | +70,228 | +117.57% | $20,397,420 |
| ISHARES TR | GLOF | Other | 1.82% | 338,741 | +182,375 | +116.63% | $19,921,946 |
| VANGUARD INDEX FDS | VO | Other | 1.81% | 246,374 | +182,349 | +284.81% | $19,850,364 |
| SPDR INDEX SHS FDS | SPGM | Other | 1.80% | 230,291 | +122,695 | +114.03% | $19,728,996 |
| ISHARES TR | IOO | Other | 1.79% | 143,237 | +76,203 | +113.68% | $19,566,170 |
| BLACKROCK ETF TRUST II | CLOA | Other | 1.74% | 366,312 | +62,389 | +20.53% | $19,015,251 |
| VANGUARD INDEX FDS | VTI | Other | 1.72% | 50,866 | -7,342 | -12.61% | $18,822,331 |
| FIDELITY COVINGTON TRUST | FSMD | Other | 1.71% | 353,428 | -4,445 | -1.24% | $18,678,695 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.70% | 409,076 | +81,731 | +24.97% | $18,608,863 |
| APPLE INC | AAPL | Technology | 1.62% | 61,128 | +458 | +0.75% | $17,687,854 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.47% | 226,374 | -23,212 | -9.30% | $16,129,118 |
| ISHARES TR | IVV | Other | 1.43% | 20,909 | -767 | -3.54% | $15,658,270 |
| SCHWAB STRATEGIC TR | FNDA | Other | 1.25% | 359,618 | -83,149 | -18.78% | $13,687,063 |
| VANECK ETF TRUST | MOAT | Other | 0.99% | 103,893 | -26,673 | -20.43% | $10,800,764 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.98% | 219,270 | -54,824 | -20.00% | $10,669,693 |
| VANGUARD INDEX FDS | VB | Other | 0.96% | 34,639 | +18,428 | +113.68% | $10,499,736 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.94% | 255,058 | -21,825 | -7.88% | $10,276,307 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.93% | 64,064 | -1,824 | -2.77% | $10,123,967 |
| SPDR SERIES TRUST | SPYG | Other | 0.91% | 83,723 | -4,261 | -4.84% | $9,962,254 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.91% | 106,460 | -35,201 | -24.85% | $9,941,203 |
| SPDR SERIES TRUST | SPLB | Other | 0.85% | 417,214 | -134,908 | -24.43% | $9,345,585 |
| ISHARES U S ETF TR | HYGH | Other | 0.80% | 100,447 | +62,822 | +166.97% | $8,699,723 |
| PACER FDS TR | FLRT | Other | 0.79% | 185,560 | +116,054 | +166.97% | $8,652,660 |
Showing 30 of 231 holdings in the latest reporting period.
Goldstone Financial Group, Llc Options Holdings in Q2 2026
Showing 3 of 3 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.