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Goldstone Financial Group, LLC
hedge fundUpdated 30 days agoManaged by Goldstone Financial Group, Llc • Latest filing Q2 2026
Portfolio value
$1.1B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
44.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $303.3M |
| Q2 2023 | $340M |
| Q3 2023 | $337.4M |
| Q4 2023 | $387.2M |
| Q1 2024 | $435.8M |
| Q2 2024 | $498.5M |
| Q3 2024 | $574.7M |
| Q4 2024 | $638.1M |
| Q1 2025 | $660.6M |
| Q2 2025 | $757.1M |
| Q3 2025 | $845.3M |
| Q4 2025 | $897.7M |
| Q1 2026 | $922.3M |
| Q2 2026 | $1.1B |
Top holdings
243 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $158.1M | 230.1K | 14.45% | — |
| 2 | Q QQQ INVESCO QQQ TR | $49.8M | 67.6K | 4.55% | — |
| 3 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $40.2M | 556.4K | 3.68% | — |
| 4 | V VGES VANGUARD INDEX FDS | $39.2M | 180.1K | 3.59% | — |
| 5 | I ISMCF ISHARES TR | $27.8M | 147.9K | 2.54% | — |
| 6 | F FPF FIRST TR EXCHNG TRADED FD VI | $27.8M | 760.4K | 2.54% | — |
| 7 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $27.4M | 566.4K | 2.50% | — |
| 8 | V VGES VANGUARD INTL EQUITY INDEX F | $20.4M | 130.0K | 1.86% | — |
| 9 | E ETHA ISHARES TR | $19.9M | 338.7K | 1.82% | — |
| 10 | V VGES VANGUARD INDEX FDS | $19.9M | 246.4K | 1.81% | — |
| 11 | ? N/A INVESTMENT MANAGERS SER TR I | $19.8M | 493.5K | 1.81% | — |
| 12 | S STT-PG SPDR INDEX SHS FDS | $19.7M | 230.3K | 1.80% | — |
| 13 | E ETHA ISHARES TR | $19.6M | 143.2K | 1.79% | — |
| 14 | ? N/A BLACKROCK ETF TRUST II | $19M | 366.3K | 1.74% | — |
| 15 | V VGES VANGUARD INDEX FDS | $18.8M | 50.9K | 1.72% | — |
| 16 | ? N/A FIDELITY COVINGTON TRUST | $18.7M | 353.4K | 1.71% | — |
| 17 | F FIS FIDELITY MERRIMACK STR TR | $18.6M | 409.1K | 1.70% | — |
| 18 | A AAPL APPLE INC | $17.7M | 61.1K | 1.62% | — |
| 19 | V VGES VANGUARD TAX-MANAGED FDS | $16.1M | 226.4K | 1.47% | — |
| 20 | E ETHA ISHARES TR | $15.7M | 20.9K | 1.43% | — |