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Goldstone Financial Group, LLC

Q2 2026 13F filing

Updated 30 days ago

243 disclosed positions worth $1.1B

Portfolio value
$1.1B
Total holdings
243
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

Value
$158.1M
Shares
230.1K
% Port
14.45%
Q
2.QQQ

INVESCO QQQ TR

Value
$49.8M
Shares
67.6K
% Port
4.55%
J

J P MORGAN EXCHANGE TRADED F

Value
$40.2M
Shares
556.4K
% Port
3.68%
V

VANGUARD INDEX FDS

Value
$39.2M
Shares
180.1K
% Port
3.59%
I

ISHARES TR

Value
$27.8M
Shares
147.9K
% Port
2.54%
F
6.FPF

FIRST TR EXCHNG TRADED FD VI

Value
$27.8M
Shares
760.4K
% Port
2.54%
J

J P MORGAN EXCHANGE TRADED F

Value
$27.4M
Shares
566.4K
% Port
2.50%
V

VANGUARD INTL EQUITY INDEX F

Value
$20.4M
Shares
130.0K
% Port
1.86%
E

ISHARES TR

Value
$19.9M
Shares
338.7K
% Port
1.82%
V
10.VGES

VANGUARD INDEX FDS

Value
$19.9M
Shares
246.4K
% Port
1.81%
?
11.N/A

INVESTMENT MANAGERS SER TR I

Value
$19.8M
Shares
493.5K
% Port
1.81%
S

SPDR INDEX SHS FDS

Value
$19.7M
Shares
230.3K
% Port
1.80%
E
13.ETHA

ISHARES TR

Value
$19.6M
Shares
143.2K
% Port
1.79%
?
14.N/A

BLACKROCK ETF TRUST II

Value
$19M
Shares
366.3K
% Port
1.74%
V
15.VGES

VANGUARD INDEX FDS

Value
$18.8M
Shares
50.9K
% Port
1.72%
?
16.N/A

FIDELITY COVINGTON TRUST

Value
$18.7M
Shares
353.4K
% Port
1.71%
F
17.FIS

FIDELITY MERRIMACK STR TR

Value
$18.6M
Shares
409.1K
% Port
1.70%
A
18.AAPL

APPLE INC

Value
$17.7M
Shares
61.1K
% Port
1.62%
V
19.VGES

VANGUARD TAX-MANAGED FDS

Value
$16.1M
Shares
226.4K
% Port
1.47%
E
20.ETHA

ISHARES TR

Value
$15.7M
Shares
20.9K
% Port
1.43%
S

SCHWAB STRATEGIC TR

Value
$13.7M
Shares
359.6K
% Port
1.25%
H
22.HODL

VANECK ETF TRUST

Value
$10.8M
Shares
103.9K
% Port
0.99%
F
23.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$10.7M
Shares
219.3K
% Port
0.98%
V
24.VGES

VANGUARD INDEX FDS

Value
$10.5M
Shares
34.6K
% Port
0.96%
S

SSGA ACTIVE ETF TR

Value
$10.3M
Shares
255.1K
% Port
0.94%
V
26.VGES

VANGUARD WHITEHALL FDS

Value
$10.1M
Shares
64.1K
% Port
0.93%
S

SPDR SERIES TRUST

Value
$10M
Shares
83.7K
% Port
0.91%
V
28.VGES

VANGUARD WHITEHALL FDS

Value
$9.9M
Shares
106.5K
% Port
0.91%
S

SPDR SERIES TRUST

Value
$9.3M
Shares
417.2K
% Port
0.85%
E
30.ETHA

ISHARES U S ETF TR

Value
$8.7M
Shares
100.4K
% Port
0.80%
Q
31.QBTS

PACER FDS TR

Value
$8.7M
Shares
185.6K
% Port
0.79%
H
32.HODL

VANECK ETF TRUST

Value
$8.6M
Shares
479.6K
% Port
0.78%
V
33.VGES

VANGUARD WORLD FD

Value
$8.2M
Shares
41.9K
% Port
0.75%
F
34.FIS

FIDELITY COVINGTON TRUST

Value
$8.2M
Shares
28.7K
% Port
0.75%
V
35.VGES

VANGUARD INTL EQUITY INDEX F

Value
$8.2M
Shares
97.8K
% Port
0.75%
B
36.BTCW

WISDOMTREE TR

Value
$7.9M
Shares
139.7K
% Port
0.72%
S

SPDR SERIES TRUST

Value
$7.7M
Shares
127.4K
% Port
0.71%
N
38.NVDA

NVIDIA CORPORATION

Value
$7.6M
Shares
38.1K
% Port
0.70%
J

J P MORGAN EXCHANGE TRADED F

Value
$7.6M
Shares
149.9K
% Port
0.69%
V
40.VGES

VANGUARD SCOTTSDALE FDS

Value
$7.4M
Shares
93.3K
% Port
0.67%
?
41.N/A

J P MORGAN EXCHANGE TRADED F

Value
$7.3M
Shares
137.2K
% Port
0.67%
S

SPDR SERIES TRUST

Value
$7M
Shares
265.1K
% Port
0.64%
E
43.ETHA

ISHARES TR

Value
$6.9M
Shares
130.5K
% Port
0.63%
?
44.N/A

ANGEL OAK FUNDS TRUST

Value
$6.9M
Shares
797.9K
% Port
0.63%
J

JPMORGAN CHASE & CO

Value
$6.5M
Shares
20.0K
% Port
0.60%
S
46.SPY

STATE STR SPDR S&P 500 ETF T

Value
$6.5M
Shares
8.7K
% Port
0.59%
E
47.ETHA

ISHARES TR

Value
$6.2M
Shares
56.4K
% Port
0.57%
A
48.AVGO

BROADCOM INC

Value
$6M
Shares
16.0K
% Port
0.55%
G

ALPHABET INC

Value
$5.7M
Shares
15.8K
% Port
0.52%
S

SCHWAB STRATEGIC TR

Value
$5.6M
Shares
177.8K
% Port
0.52%