Goldstone Financial Group
$1.1B 13F equity value
254 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Goldstone Financial Group covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 241,964 | $170M | 15.9% |
| QQQ | INVESCO QQQ TR | 63,674 | $47M | 4.4% |
| JQUA | J P MORGAN EXCHANGE TRADED F | 549,274 | $41M | 3.8% |
| VTV | VANGUARD INDEX FDS | 186,100 | $40M | 3.8% |
| IUSG | ISHARES TR | 156,340 | $30M | 2.8% |
| IOO | ISHARES TR | 181,381 | $26M | 2.5% |
| VT | VANGUARD INTL EQUITY INDEX F | 164,966 | $26M | 2.4% |
| GLOF | ISHARES TR | 428,845 | $26M | 2.4% |
| FPAG | INVESTMENT MANAGERS SER TR I | 623,312 | $25M | 2.4% |
| SPGM | SPDR INDEX SHS FDS | 293,066 | $25M | 2.4% |
Track Goldstone Financial Group's 13F portfolio: $1.1B in reported holdings, 254 positions. Top holdings and quarterly changes on SentiSense.
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