Holders — by stockHoldings — by fund
Goldstone Financial Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2040021
$1.09B
disclosed book value
240
positions
14.4%
largest position share
Positions, as of 2026-06-30
top 100 of 240 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 230,142 | $158.1M | 14.4% |
| 2 | QQQINVESCO QQQ TR | 67,648 | $49.8M | 4.6% |
| 3 | JQUAJ P MORGAN EXCHANGE TRADED F | 556,388 | $40.2M | 3.7% |
| 4 | VTVVANGUARD INDEX FDS | 180,069 | $39.2M | 3.6% |
| 5 | IUSGISHARES TR | 147,931 | $27.8M | 2.5% |
| 6 | BUFRFIRST TR EXCHNG TRADED FD VI | 760,367 | $27.8M | 2.5% |
| 7 | JPIBJ P MORGAN EXCHANGE TRADED F | 566,365 | $27.4M | 2.5% |
| 8 | VTVANGUARD INTL EQUITY INDEX F | 129,961 | $20.4M | 1.9% |
| 9 | ISHARES TR | 338,741 | $19.9M | 1.8% |
| 10 | VOVANGUARD INDEX FDS | 246,374 | $19.9M | 1.8% |
| 11 | INVESTMENT MANAGERS SER TR I | 493,466 | $19.8M | 1.8% |
| 12 | SPGMSPDR INDEX SHS FDS | 230,291 | $19.7M | 1.8% |
| 13 | IOOISHARES TR | 143,237 | $19.6M | 1.8% |
| 14 | CLOABLACKROCK ETF TRUST II | 366,312 | $19.0M | 1.7% |
| 15 | VTIVANGUARD INDEX FDS | 50,866 | $18.8M | 1.7% |
| 16 | FSMDFIDELITY COVINGTON TRUST | 353,428 | $18.7M | 1.7% |
| 17 | FBNDFIDELITY MERRIMACK STR TR | 409,076 | $18.6M | 1.7% |
| 18 | AAPLAPPLE INC | 61,128 | $17.7M | 1.6% |
| 19 | VEAVANGUARD TAX-MANAGED FDS | 226,374 | $16.1M | 1.5% |
| 20 | IVVISHARES TR | 20,909 | $15.7M | 1.4% |
| 21 | FNDASCHWAB STRATEGIC TR | 359,618 | $13.7M | 1.3% |
| 22 | MOATVANECK ETF TRUST | 103,893 | $10.8M | 1% |
| 23 | FDLFIRST TR EXCHANGE-TRADED FD | 219,270 | $10.7M | 1% |
| 24 | VBVANGUARD INDEX FDS | 34,639 | $10.5M | 1% |
| 25 | SRLNSSGA ACTIVE ETF TR | 255,058 | $10.3M | 0.9% |
| 26 | VYMVANGUARD WHITEHALL FDS | 64,064 | $10.1M | 0.9% |
| 27 | SPYGSPDR SERIES TRUST | 83,723 | $10.0M | 0.9% |
| 28 | VIGIVANGUARD WHITEHALL FDS | 106,460 | $9.9M | 0.9% |
| 29 | SPLBSPDR SERIES TRUST | 417,214 | $9.3M | 0.9% |
| 30 | ISHARES U S ETF TR | 100,447 | $8.7M | 0.8% |
| 31 | PACER FDS TR | 185,560 | $8.7M | 0.8% |
| 32 | PFXFVANECK ETF TRUST | 479,602 | $8.6M | 0.8% |
| 33 | VPUVANGUARD WORLD FD | 41,908 | $8.2M | 0.7% |
| 34 | FTECFIDELITY COVINGTON TRUST | 28,692 | $8.2M | 0.7% |
| 35 | VEUVANGUARD INTL EQUITY INDEX F | 97,751 | $8.2M | 0.7% |
| 36 | DONWISDOMTREE TR | 139,716 | $7.9M | 0.7% |
| 37 | SPYVSPDR SERIES TRUST | 127,395 | $7.7M | 0.7% |
| 38 | NVDANVIDIA CORPORATION | 38,089 | $7.6M | 0.7% |
| 39 | JPSTJ P MORGAN EXCHANGE TRADED F | 149,899 | $7.6M | 0.7% |
| 40 | VCSHVANGUARD SCOTTSDALE FDS | 93,305 | $7.4M | 0.7% |
| 41 | JBNDJ P MORGAN EXCHANGE TRADED F | 137,192 | $7.3M | 0.7% |
| 42 | SPTLSPDR SERIES TRUST | 265,149 | $7.0M | 0.6% |
| 43 | IGIBISHARES TR | 130,482 | $6.9M | 0.6% |
| 44 | ANGEL OAK FUNDS TRUST | 797,939 | $6.9M | 0.6% |
| 45 | JPMJPMORGAN CHASE & CO | 19,997 | $6.5M | 0.6% |
| 46 | SPYSTATE STR SPDR S&P 500 ETF T | 8,688 | $6.5M | 0.6% |
| 47 | IWRISHARES TR | 56,396 | $6.2M | 0.6% |
| 48 | AVGOBROADCOM INC | 15,986 | $6.0M | 0.6% |
| 49 | GOOGLALPHABET INC | 15,820 | $5.7M | 0.5% |
| 50 | SCHDSCHWAB STRATEGIC TR | 177,799 | $5.6M | 0.5% |
| 51 | UCONFIRST TR EXCHNG TRADED FD VI | 215,659 | $5.4M | 0.5% |
| 52 | SMLFISHARES TR | 58,686 | $5.2M | 0.5% |
| 53 | MDYGSPDR SERIES TRUST | 45,184 | $5.1M | 0.5% |
| 54 | RDVYFIRST TR EXCHANGE TRADED FD | 62,360 | $5.1M | 0.5% |
| 55 | MUMICRON TECHNOLOGY INC | 4,345 | $5.0M | 0.5% |
| 56 | AMZNAMAZON COM INC | 20,952 | $5.0M | 0.5% |
| 57 | DGROISHARES TR | 59,364 | $4.5M | 0.4% |
| 58 | CATCATERPILLAR INC | 3,926 | $4.2M | 0.4% |
| 59 | MSFTMICROSOFT CORP | 11,190 | $4.2M | 0.4% |
| 60 | IWMISHARES TR | 13,317 | $4.0M | 0.4% |
| 61 | NOBLPROSHARES TR | 65,897 | $3.7M | 0.3% |
| 62 | VFLOVICTORY PORTFOLIOS II | 77,182 | $3.5M | 0.3% |
| 63 | ABBVABBVIE INC | 13,814 | $3.5M | 0.3% |
| 64 | SCHPSCHWAB STRATEGIC TR | 130,782 | $3.5M | 0.3% |
| 65 | AMATAPPLIED MATLS INC | 4,675 | $3.4M | 0.3% |
| 66 | VGTVANGUARD WORLD FD | 27,986 | $3.3M | 0.3% |
| 67 | SLYGSPDR SERIES TRUST | 26,606 | $3.2M | 0.3% |
| 68 | USHYISHARES TR | 82,283 | $3.0M | 0.3% |
| 69 | VRIGINVESCO ACTIVELY MANAGED EXC | 115,644 | $2.9M | 0.3% |
| 70 | JEPQJ P MORGAN EXCHANGE TRADED F | 46,081 | $2.8M | 0.3% |
| 71 | TSLATESLA INC | 6,654 | $2.8M | 0.3% |
| 72 | VWOVANGUARD INTL EQUITY INDEX F | 46,393 | $2.8M | 0.3% |
| 73 | JEPIJ P MORGAN EXCHANGE TRADED F | 48,733 | $2.8M | 0.3% |
| 74 | IXUSISHARES TR | 28,606 | $2.7M | 0.2% |
| 75 | WISDOMTREE TR | 59,327 | $2.7M | 0.2% |
| 76 | VUSBVANGUARD BD INDEX FDS | 54,561 | $2.7M | 0.2% |
| 77 | FTHIFIRST TR EXCHANGE TRADED FD | 110,177 | $2.6M | 0.2% |
| 78 | HDVISHARES TR | 92,907 | $2.5M | 0.2% |
| 79 | SCHESCHWAB STRATEGIC TR | 69,623 | $2.5M | 0.2% |
| 80 | METAMETA PLATFORMS INC | 4,127 | $2.3M | 0.2% |
| 81 | BACBANK OF AMER CORP | 40,177 | $2.3M | 0.2% |
| 82 | MAMASTERCARD INCORPORATED | 4,432 | $2.3M | 0.2% |
| 83 | KNGFIRST TR EXCHANGE-TRADED FD | 43,589 | $2.2M | 0.2% |
| 84 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,336 | $2.2M | 0.2% |
| 85 | ARTYISHARES TR | 27,670 | $2.1M | 0.2% |
| 86 | NUSHARES ETF TR | 47,499 | $2.1M | 0.2% |
| 87 | OMFLINVESCO EXCH TRD SLF IDX FD | 29,879 | $2.0M | 0.2% |
| 88 | AVUVAMERICAN CENTY ETF TR | 15,525 | $1.9M | 0.2% |
| 89 | GOOGALPHABET INC | 5,402 | $1.9M | 0.2% |
| 90 | CIBRFIRST TR EXCHANGE-TRADED FD | 20,772 | $1.9M | 0.2% |
| 91 | EMBISHARES TR | 18,873 | $1.8M | 0.2% |
| 92 | CGDVCAPITAL GROUP DIVIDEND VALUE | 36,775 | $1.8M | 0.2% |
| 93 | ISTBISHARES TR | 37,158 | $1.8M | 0.2% |
| 94 | IJRISHARES TR | 11,675 | $1.7M | 0.2% |
| 95 | INVESCO EXCH TRADED FD TR II | 35,944 | $1.6M | 0.1% |
| 96 | CRWDCROWDSTRIKE HLDGS INC | 2,077 | $1.6M | 0.1% |
| 97 | WISDOMTREE TR | 29,040 | $1.6M | 0.1% |
| 98 | COSTCOSTCO WHOLESALE CORPORATION | 1,610 | $1.5M | 0.1% |
| 99 | HDHOME DEPOT INC | 4,235 | $1.5M | 0.1% |
| 100 | ISHARES TR | 29,671 | $1.5M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.