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CIK: 0002040021
Total reported value
$1.1B
$1.1B
206 檔
19.1%
At the close of Q2 2025, Goldstone Financial Group, LLC disclosed equity holdings valued at approximately $1.1B, spread across 206 reported holdings.
During Q2 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 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.05% | +1.41% | +3.96% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.53% | +0.25% | +2.39% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.29% | -1.23% | -2.67% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.86% | -0.51% | +7.48% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.84% | -0.18% | +4.71% | |
| 6 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.94% | -0.29% | +2602.42% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.56% | -0.11% | +0.95% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.29% | -0.30% | -5.45% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.08% | +0.26% | +1.14% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.02% | -0.02% | -0.61% | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.84% | -0.31% | +5.57% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.74% | -0.18% | +9.57% | |
| 13 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 1.68% | +0.03% | — | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.60% | -0.26% | +7.55% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.58% | -0.38% | +5.19% | |
| 16 | VRIG | Invesco Variable Rate Invest | ETF-Other | 1.53% | -0.07% | +4.32% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.53% | -0.45% | +14.54% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.52% | -0.10% | +4.70% | |
| 19 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.51% | -0.48% | -4.56% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.46% | -0.28% | -13.80% | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.45% | +0.08% | -15.67% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.39% | -0.37% | -0.68% | |
| 23 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.35% | -0.27% | -0.61% | |
| 24 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.33% | -0.25% | +5.31% | |
| 25 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.26% | -0.53% | +34.12% | |
| 26 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.19% | -0.20% | +4.39% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.13% | -0.05% | -1.16% | |
| 28 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.08% | -0.44% | -43.21% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.07% | -0.13% | +5.26% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.06% | -0.27% | -24.05% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 1.05% | -0.05% | +25.50% | |
| 32 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.94% | -0.19% | -2.05% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.91% | -0.10% | +108.20% | |
| 34 | VPU | Vanguard Utilities ETF | ETF-Other | 0.88% | -0.29% | +2.94% | |
| 35 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.87% | -0.04% | +1.39% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.83% | -0.43% | +6.60% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.77% | -0.28% | +8.46% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.03% | +3.89% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | -0.01% | -4.38% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | — | +23.36% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | -0.16% | +7.81% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.07% | +7.85% | |
| 43 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.63% | -0.21% | +12.36% | |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.55% | — | -4.01% | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.54% | -0.03% | +57.25% | |
| 46 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.53% | -0.05% | +1.24% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.01% | +8.18% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-Other | 0.52% | -0.02% | +4.78% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.49% | -0.06% | +5.36% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | -0.02% | +7.65% |
According to official SEC Form 13F filings, Goldstone Financial Group, LLC reported a total U.S. public equity portfolio value of $1.1B across 206 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, QQQ, BUFR) accounted for 19.1% of total reported equity market value during Q2 2025.
During Q2 2025, Goldstone Financial Group, LLC's top holdings by market value included VOO (11.1%)、QQQ (4.5%)、BUFR (4.3%). The largest single position, VOO, represented 11.1% of total portfolio value.
In Q2 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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