Goldstone Financial Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$922.3M
Q ending 2026-03-31
Prior quarter
$897.7M
Q ending 2025-12-31
Change
+2.7% QoQ · +39.6% YoY
Positions
228
reported holdings
Largest positions
Top 100 of 228 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $120.2M | 201K |
| Invesco Qqq Tr | QQQ | Shares | $39.7M | 69K |
| Vanguard Index Fds | VTV | Shares | $37.8M | 193K |
| J P Morgan Exchange Traded F | JQUA | Shares | $35.6M | 580K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $34.8M | 1.0M |
| J P Morgan Exchange Traded F | JPIB | Shares | $25.8M | 539K |
| Ishares Tr | IUSG | Shares | $21.0M | 136K |
| Vanguard Index Fds | VTI | Shares | $18.7M | 58K |
| Vanguard Index Fds | VO | Shares | $18.4M | 64K |
| Fidelity Covington Trust | FSMD | Shares | $16.0M | 358K |
| Vanguard Tax-Managed Fds | VEA | Shares | $16.0M | 250K |
| Blackrock Etf Trust Ii | CLOA | Shares | $15.8M | 304K |
| Apple Inc | AAPL | Shares | $15.4M | 61K |
| Fidelity Merrimack Str Tr | FBND | Shares | $14.9M | 327K |
| Schwab Strategic Tr | FNDA | Shares | $14.4M | 443K |
| Ishares Tr | IVV | Shares | $14.2M | 22K |
| First Tr Exchange-Traded Fd | FDL | Shares | $13.9M | 274K |
| Vaneck Etf Trust | MOAT | Shares | $12.6M | 131K |
| Vanguard Whitehall Fds | VIGI | Shares | $12.5M | 142K |
| Spdr Series Trust | SPLB | Shares | $12.3M | 552K |
| Ssga Active Etf Tr | SRLN | Shares | $11.1M | 277K |
| J P Morgan Exchange Traded F | JBND | Shares | $10.3M | 191K |
| J P Morgan Exchange Traded F | JPST | Shares | $9.8M | 193K |
| Vanguard Whitehall Fds | VYM | Shares | $9.8M | 66K |
| Vanguard World Fd | VPU | Shares | $9.6M | 49K |
| Fidelity Covington Trust | FTEC | Shares | $9.2M | 44K |
| Vanguard Scottsdale Fds | VCSH | Shares | $8.8M | 111K |
| Spdr Series Trust | SPYG | Shares | $8.6M | 88K |
| Wisdomtree Tr | DON | Shares | $8.5M | 162K |
| Vanguard Intl Equity Index F | VT | Shares | $8.3M | 60K |
| Ishares Tr | IGIB | Shares | $8.3M | 155K |
| Ishares Tr | GLOF | Shares | $8.1M | 156K |
| Spdr Index Shs Fds | SPGM | Shares | $8.1M | 108K |
| Ishares Tr | IOO | Shares | $8.1M | 67K |
| Investment Managers Ser Tr I | FPAG | Shares | $8.1M | 223K |
| Nvidia Corporation | NVDA | Shares | $7.9M | 45K |
| Vanguard Intl Equity Index F | VEU | Shares | $7.8M | 104K |
| Spdr Series Trust | SPYV | Shares | $7.5M | 132K |
| Schwab Strategic Tr | SCHD | Shares | $7.4M | 241K |
| Proshares Tr | NOBL | Shares | $7.1M | 67K |
| First Tr Exchng Traded Fd Vi | UCON | Shares | $6.3M | 255K |
| Broadcom Inc | AVGO | Shares | $5.8M | 19K |
| Jpmorgan Chase & Co | JPM | Shares | $5.8M | 20K |
| Ishares Tr | IWR | Shares | $5.7M | 59K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $5.5M | 8K |
| Victory Portfolios Ii | VFLO | Shares | $4.9M | 124K |
| Spdr Series Trust | MDYG | Shares | $4.6M | 48K |
| Alphabet Inc | GOOGL | Shares | $4.4M | 15K |
| First Tr Exchange Traded Fd | RDVY | Shares | $4.4M | 64K |
| Vanguard Index Fds | VB | Shares | $4.2M | 16K |
| Ishares Tr | DGRO | Shares | $4.2M | 60K |
| Amazon Com Inc | AMZN | Shares | $4.2M | 20K |
| Microsoft Corp | MSFT | Shares | $4.1M | 11K |
| Ishares Tr | IWM | Shares | $3.5M | 14K |
| Ishares U S Etf Tr | HYGH | Shares | $3.2M | 38K |
| Pacer Fds Tr | FLRT | Shares | $3.2M | 70K |
| Vaneck Etf Trust | PFXF | Shares | $3.2M | 180K |
| Invesco Actively Managed Exc | VRIG | Shares | $3.1M | 122K |
| Ishares Tr | USHY | Shares | $3.1M | 83K |
| Tesla Inc | TSLA | Shares | $3.0M | 8K |
| Caterpillar Inc | CAT | Shares | $2.9M | 4K |
| J P Morgan Exchange Traded F | JEPI | Shares | $2.8M | 50K |
| Wisdomtree Tr | QHY | Shares | $2.7M | 60K |
| Spdr Series Trust | SLYG | Shares | $2.7M | 28K |
| Ishares Tr | HDV | Shares | $2.7M | 20K |
| Vanguard World Fd | VGT | Shares | $2.7M | 4K |
| First Tr Exchange Traded Fd | FTHI | Shares | $2.6M | 112K |
| Spdr Series Trust | SPTL | Shares | $2.6M | 98K |
| Ishares Tr | IXUS | Shares | $2.6M | 30K |
| Angel Oak Funds Trust | MBS | Shares | $2.6M | 296K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $2.5M | 46K |
| Schwab Strategic Tr | SCHE | Shares | $2.5M | 75K |
| Meta Platforms Inc | META | Shares | $2.4M | 4K |
| First Tr Exchange-Traded Fd | KNG | Shares | $2.2M | 45K |
| Abbvie Inc | ABBV | Shares | $2.1M | 10K |
| Mastercard Incorporated | MA | Shares | $2.1M | 4K |
| Ishares Tr | SMLF | Shares | $2.0M | 27K |
| Invesco Exch Trd Slf Idx Fd | OMFL | Shares | $2.0M | 32K |
| Bank America Corp | BAC | Shares | $1.9M | 38K |
| Nushares Etf Tr | NUGO | Shares | $1.9M | 51K |
| Ishares Tr | ISTB | Shares | $1.8M | 38K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.8M | 4K |
| Micron Technology Inc | MU | Shares | $1.8M | 5K |
| American Centy Etf Tr | AVUV | Shares | $1.8M | 16K |
| Ishares Tr | EMB | Shares | $1.8M | 19K |
| Wisdomtree Tr | DTH | Shares | $1.7M | 31K |
| Applied Matls Inc | AMAT | Shares | $1.6M | 5K |
| Capital Group Dividend Value | CGDV | Shares | $1.6M | 38K |
| Netflix Inc. | NFLX | Shares | $1.5M | 16K |
| Alphabet Inc | GOOG | Shares | $1.5M | 5K |
| Ishares Tr | IJR | Shares | $1.5M | 12K |
| At&T Inc | T | Shares | $1.5M | 51K |
| Costco Wholesale Corporation | COST | Shares | $1.5M | 1K |
| Ishares Tr | ILTB | Shares | $1.5M | 30K |
| Ishares Tr | ARTY | Shares | $1.4M | 31K |
| Invesco Exch Traded Fd Tr Ii | QQQJ | Shares | $1.4M | 39K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $1.4M | 22K |
| Mcdonalds Corp | MCD | Shares | $1.4M | 4K |
| Home Depot Inc | HD | Shares | $1.3M | 4K |
| Schwab Strategic Tr | SCHP | Shares | $1.3M | 49K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.