13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002040021
Total reported value
$1.1B
$1.1B
215 檔
22.4%
The Q4 2025 SEC filing reveals that Goldstone Financial Group, LLC held a total portfolio value of $1.1B, covering 215 public equity positions.
In Q4 2025, Goldstone Financial Group, LLC displayed an active expansion posture, initiating 2 new positions and adding to 43 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 | 11.27% | +1.41% | +4.24% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.45% | +0.25% | +4.31% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.08% | -1.23% | +2.24% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.84% | -0.51% | +4.78% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.72% | -0.18% | +4.57% | |
| 6 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.93% | -0.29% | +7.97% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.45% | -0.11% | -1.65% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.21% | -0.30% | +2.34% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.12% | +0.26% | +4.89% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.80% | -0.18% | +9.98% | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.76% | -0.31% | +3.57% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.74% | -0.02% | -2.07% | |
| 13 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 1.65% | -0.03% | +5.79% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.64% | -0.45% | +9.50% | |
| 15 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.59% | -0.48% | +7.20% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.59% | -0.26% | +4.28% | |
| 17 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.54% | -0.38% | +4.37% | |
| 18 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 1.52% | +0.03% | +5.20% | |
| 19 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.50% | -0.53% | +6.51% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.46% | -0.05% | +14.81% | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.42% | +0.08% | +5.02% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.30% | -0.10% | -0.48% | |
| 23 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.30% | -0.25% | +2.98% | |
| 24 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.30% | -0.27% | +7.51% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.23% | -0.37% | +3.46% | |
| 26 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.18% | -0.20% | +6.48% | |
| 27 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.18% | -0.44% | +9.28% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.08% | -0.13% | +6.42% | |
| 29 | VPU | Vanguard Utilities ETF | ETF-Other | 1.06% | -0.29% | +4.18% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.05% | -0.10% | +9.50% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.01% | -0.05% | +0.71% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.00% | -0.28% | +3.69% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | -0.16% | +0.79% | |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.94% | -0.27% | +3.59% | |
| 35 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.88% | -0.19% | +3.91% | |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.83% | -0.04% | +3.65% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.78% | -0.28% | +10.37% | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.77% | -0.43% | +3.24% | |
| 39 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.74% | -0.21% | +10.35% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | -0.03% | +3.06% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | — | +4.44% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.66% | -0.01% | -2.26% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.65% | -0.03% | +17.88% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.07% | +8.02% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.04% | -0.14% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-Other | 0.55% | -0.02% | +7.30% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.01% | +5.95% | |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.50% | — | +0.95% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.49% | -0.05% | +5.02% | |
| 50 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.45% | -0.05% | -3.85% |
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 Q4 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 22.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLG
市值: $864.4K
Top Position Liquidated / Trimmed
RECS
前期市值: $665.5K
During Q4 2025, Goldstone Financial Group, LLC's top holdings by market value included VOO (11.3%)、QQQ (4.5%)、BUFR (4.1%). The largest single position, VOO, represented 11.3% of total portfolio value.
In Q4 2025, Goldstone Financial Group, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 43 positions, trimming 3 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.