Goldstone Financial Group, LLC — 13F holdings

Goldstone Financial Group, LLC reported 243 holdings worth $1.09B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $158M (14.4%)
  2. QQQ Invesco Qqq Tr — $49.9M (4.6%)
  3. JQUA J P MORGAN EXCHANGE TRADED F — $40.2M (3.7%)
  4. VTV VANGUARD INDEX FDS — $39.2M (3.6%)
  5. IUSG ISHARES TR — $27.8M (2.5%)
  6. BUFR FIRST TR EXCHNG TRADED FD VI — $27.8M (2.5%)
  7. JPIB J P MORGAN EXCHANGE TRADED F — $27.4M (2.5%)
  8. VT VANGUARD INTL EQUITY INDEX F — $20.4M (1.9%)
  9. GLOF ISHARES TR — $19.9M (1.8%)
  10. VO VANGUARD INDEX FDS — $19.9M (1.8%)