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CIK: 0002040021
Total reported value
$1.1B
$1.1B
202 檔
16.7%
According to the latest 13F quarterly dataset, Goldstone Financial Group, LLC managed an equity portfolio of $1.1B at the end of Q1 2025, spanning 202 distinct U.S. exchange-listed positions.
During Q1 2025, Goldstone Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.89% | +1.41% | +7.17% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.68% | -1.23% | +6.63% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.27% | +0.25% | +5.76% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.95% | -0.51% | +35.89% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.90% | -0.18% | +5.48% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.60% | -0.11% | +1.60% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.47% | -0.30% | +4.77% | |
| 8 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.20% | -0.44% | +9.95% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.98% | +0.26% | +7.70% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.97% | +0.08% | +5.05% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.95% | -0.02% | +0.39% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.94% | -0.28% | +5.05% | |
| 13 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.83% | -0.31% | +5.45% | |
| 14 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.82% | -0.48% | -15.22% | |
| 15 | VRIG | Invesco Variable Rate Invest | ETF-Other | 1.69% | -0.07% | +1.16% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.66% | -0.18% | +10.61% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.61% | -0.37% | +31.71% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.59% | -0.10% | +3.49% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.58% | -0.27% | -6.19% | |
| 20 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.57% | -0.38% | +11.45% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.55% | -0.27% | +5.75% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.51% | -0.26% | +1.62% | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.41% | -0.45% | +40.39% | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.25% | -0.20% | +4.17% | |
| 25 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.22% | — | +5.37% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.19% | -0.05% | -6.16% | |
| 27 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.16% | -0.25% | +14.68% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.10% | -0.13% | +7.20% | |
| 29 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.10% | -0.19% | +1.07% | |
| 30 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.08% | -0.53% | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 1.00% | -0.05% | +25.13% | |
| 32 | VPU | Vanguard Utilities ETF | ETF-Other | 0.94% | -0.29% | +17.95% | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.89% | -0.43% | +1.52% | |
| 34 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.89% | -0.04% | +3.84% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.83% | -0.28% | -1.37% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.78% | -0.01% | -44.89% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.03% | +3.73% | |
| 38 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.62% | -0.21% | +13.38% | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.60% | — | -4.26% | |
| 40 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.59% | -0.05% | +1.18% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | — | -7.93% | |
| 42 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.56% | -0.02% | EXIT | |
| 43 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.55% | -0.03% | +1.26% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.53% | -0.06% | -10.27% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.07% | +18.05% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-Other | 0.52% | -0.02% | +12.84% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | -0.16% | +17.89% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.01% | +11.85% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.02% | +2.77% | |
| 50 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.45% | — | +5.09% |
According to official SEC Form 13F filings, Goldstone Financial Group, LLC reported a total U.S. public equity portfolio value of $1.1B across 202 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BUFR, QQQ) accounted for 16.7% of total reported equity market value during Q1 2025.
During Q1 2025, Goldstone Financial Group, LLC's top holdings by market value included VOO (10.9%)、BUFR (4.7%)、QQQ (4.3%). The largest single position, VOO, represented 10.9% of total portfolio value.
In Q1 2025, Goldstone Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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