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CIK: 0002040021
Total reported value
$1.1B
$1.1B
215 檔
21.1%
As reported in its official Q3 2025 Form 13F filing, Goldstone Financial Group, LLC's tracked investment portfolio stood at $1.1B with 215 total positions.
In Q3 2025, Goldstone Financial Group, LLC displayed an active expansion posture, initiating 4 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.21% | +1.41% | +6.33% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.45% | +0.25% | +1.69% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.13% | -1.23% | +3.14% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.80% | -0.51% | +6.12% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.76% | -0.18% | +5.68% | |
| 6 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.90% | -0.29% | +9.02% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.58% | -0.11% | +5.64% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.24% | -0.30% | +2.78% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.11% | +0.26% | +4.03% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.85% | -0.02% | -6.13% | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.79% | -0.31% | +3.87% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.76% | -0.18% | +8.65% | |
| 13 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 1.65% | -0.03% | — | |
| 14 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.61% | -0.48% | +15.94% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.55% | -0.45% | +14.03% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.55% | -0.26% | +3.40% | |
| 17 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 1.54% | +0.03% | +2.15% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.50% | -0.38% | +3.75% | |
| 19 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.46% | -0.53% | +28.75% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.44% | +0.08% | +9.75% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.35% | -0.10% | -4.20% | |
| 22 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.33% | -0.25% | +0.76% | |
| 23 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.29% | -0.27% | +6.37% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.27% | -0.37% | +1.29% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.27% | -0.05% | +12.71% | |
| 26 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.19% | -0.20% | +10.38% | |
| 27 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.14% | -0.44% | +15.64% | |
| 28 | VPU | Vanguard Utilities ETF | ETF-Other | 1.10% | -0.29% | +31.38% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.07% | -0.05% | +2.81% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.06% | -0.13% | +6.68% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.02% | -0.28% | -22.57% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | -0.16% | +40.72% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.99% | -0.10% | +14.44% | |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.97% | -0.27% | +0.38% | |
| 35 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.90% | -0.19% | +4.98% | |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.84% | -0.04% | +4.22% | |
| 37 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.79% | -0.43% | +5.51% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.75% | -0.28% | +8.94% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.03% | +0.63% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.71% | -0.01% | +0.20% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | — | +2.94% | |
| 42 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.68% | -0.21% | +14.87% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.07% | +8.34% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.57% | -0.03% | +11.22% | |
| 45 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.53% | — | +3.25% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-Other | 0.52% | -0.02% | +6.78% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.01% | +10.11% | |
| 48 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.50% | -0.05% | +4.45% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.48% | -0.05% | +22.60% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.04% | +17.56% |
According to official SEC Form 13F filings, Goldstone Financial Group, LLC reported a total U.S. public equity portfolio value of $1.1B across 215 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, QQQ, BUFR) accounted for 21.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
FSMD
市值: $14.0M
Top Position Liquidated / Trimmed
BBAG
前期市值: $8.1M
During Q3 2025, Goldstone Financial Group, LLC's top holdings by market value included VOO (11.2%)、QQQ (4.5%)、BUFR (4.1%). The largest single position, VOO, represented 11.2% of total portfolio value.
In Q3 2025, Goldstone Financial Group, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 10 holdings, and fully liquidating 3 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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