Goldstone Financial Group, LLC
CIK 2040021
13F filing for Q2 2026・No. 2,443
- Holdings
- US$1.09B
- Quarter change
- +US$171.94M
- Entries
- 243
- Net bought (estimate)
- +US$67.18M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 23
- Sold out 8
- Cut 127
- Added 80
- Corporate actions 0
- Unchanged 10
Largest holdings
240 stocks worth US$1.09B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 230,142 | US$158.06M | 14.45% |
| QQQInvesco QQQUNIT SER 1 | Cut | 67,648 | US$49.82M | 4.55% |
| J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR | Cut | 556,388 | US$40.22M | 3.68% |
| VANGUARD INDEX FDSVALUE ETF | Cut | 180,069 | US$39.24M | 3.59% |
| ISHARES TRCORE S&P US GWT | Added | 147,931 | US$27.82M | 2.54% |
| FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF | Cut | 760,367 | US$27.78M | 2.54% |
| J P MORGAN EXCHANGE TRADED FINTL BD OPP ETF | Added | 566,365 | US$27.38M | 2.50% |
| VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | Added | 129,961 | US$20.4M | 1.86% |
| ISHARES TRGLOBAL EQUITY | Added | 338,741 | US$19.92M | 1.82% |
| VANGUARD INDEX FDSMID CAP ETF | CutSplit 4:1 | 246,374 | US$19.85M | 1.81% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.