Goldstone Financial Group
$1.1B 13F equity value
249 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Goldstone Financial Group covers the quarter ended June 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 | 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.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}