Goldstone Financial Group
$1.1B 13F equity value
249 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 230,142 | $158M | 14.4% |
| QQQ | INVESCO QQQ TR | 67,648 | $50M | 4.6% |
| JQUA | J P MORGAN EXCHANGE TRADED F | 556,388 | $40M | 3.7% |
| VTV | VANGUARD INDEX FDS | 180,069 | $39M | 3.6% |
| IUSG | ISHARES TR | 147,931 | $28M | 2.5% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 760,367 | $28M | 2.5% |
| JPIB | J P MORGAN EXCHANGE TRADED F | 566,365 | $27M | 2.5% |
| VT | VANGUARD INTL EQUITY INDEX F | 129,961 | $20M | 1.9% |
| GLOF | ISHARES TR | 338,741 | $20M | 1.8% |
| VO | VANGUARD INDEX FDS | 246,374 | $20M | 1.8% |
Track Goldstone Financial Group's 13F portfolio: $1.1B in reported holdings, 249 positions. Top holdings and quarterly changes on SentiSense.
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