GF

Goldstone Financial Group, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$922.3M

Reporting period: 2026-03-31 · Number of holdings: 229

Goldstone Financial Group, LLC disclosed 229 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $922.3M and a quarterly turnover rate of 22.2%.

Personality snowflake

Concentration
12.29
Portfolio Stability
22.16
Momentum/Contrarian
100
Sector conviction
69.74
Diversification
100
Sizing Uniformity
75.62

Recent moves

  • Add VOO

    +24.8%　$19.1M

  • Trim IVV

    -32.4%　-$7.8M

  • Trim SPYG

    -39.9%　-$7.0M

  • Trim SPYV

    -35.8%　-$4.2M

  • Add AVGO

    +219.7%　$3.8M

  • Trim IWR

    -37.6%　-$3.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 225 holdings (of 229 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VOOVanguard S&p 500 ETFETF-Large Cap & Growth13.04%+1.77%+24.76%
2QQQInvesco Qqq Trust Series 1ETF-Tech4.31%—+6.02%
3VTVVanguard Value ETFETF-Other4.10%+0.26%+6.56%
4JQUAJpmorgan US Quality FactorETF-Other3.86%+0.14%+9.84%
5BUFRFt Vest Lad Buffervetf-usd IETF-Other3.77%-0.31%-3.70%
6JPIBJpmorgan Intl Bnd ETFETF-Other2.79%—-0.38%
7IUSGIshares Core S&p U.s. GrowthETF-Other2.28%+0.16%+19.42%
8VTIVanguard Total Stock Mkt ETFETF-Other2.02%—-1.59%
9VOVanguard Mid-cap ETFETF-Other1.99%+0.19%+15.08%
10FSMDFidelity Small-mid MultifactETF-Other1.74%+0.09%+6.70%
11VEAVanguard Ftse Developed ETFETF-Other1.73%+0.14%+9.55%
12CLOAIshares Aaa Clo Act Etf-usdiETF-Other1.71%+0.19%+15.09%
13AAPLApple INCStock-Tech1.67%+0.21%+25.51%
14FBNDFidelity Total Bond ETFETF-Other1.62%+0.20%+18.30%
15FNDASchwab Fndmntl US Sm Co ETFETF-Other1.56%-0.20%-11.88%
16IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.54%-0.91%-32.40%
17FDLFirst Trust Morn Dvd Lead InETF-Other1.51%—-9.68%
18MOATVaneck Morningstar Wide MoatETF-Other1.37%-0.17%-2.50%
19VIGIVanguard Int Div App Indx FdETF-Other1.36%-0.28%-11.80%
20SPLBSs Spdr P Long Term C ETFETF-Other1.33%-0.26%-12.58%
21SRLNSs Blackstone Sr Loan ETFETF-Other1.21%—-1.86%
22JBNDJpmorgan Active Bond ETFETF-Other1.11%—-2.14%
23JPSTJpmorgan Ultra-short IncomeETF-Other1.06%-0.17%-11.67%
24VYMVanguard High Dvd Yield ETFETF-Other1.06%—-2.56%
25VPUVanguard Utilities ETFETF-Other1.04%—-5.45%
26FTECFidelity Msci Info Tech IndxETF-Tech1.00%-0.30%-14.75%
27VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds0.95%—-1.58%
28SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth0.93%-0.81%-39.87%
29DONWisdomtree US Midcap DividenETF-Other0.92%-0.26%-21.11%
30VTVanguard Tot World Stk ETFETF-Other0.90%+0.90%NEW
31IGIBIshares 5-10y Inv Grade CORPETF-Corp Bonds0.89%—-1.32%
32GLOFIshares Global Equity FactorETF-Other0.88%+0.88%NEW
33SPGMState Street Spdr PortfolioETF-Other0.88%+0.88%NEW
34IOOIshares Global 100 ETFETF-Other0.88%+0.88%NEW
35FPAGFpa Global Equity ETF NewETF-Other0.88%+0.88%NEW
36NVDANvidia CORPStock-Tech0.86%—+0.02%
37VEUVanguard Ftse All-world Ex-uETF-Other0.85%-0.20%-18.73%
38SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth0.81%-0.49%-35.75%
39SCHDSchwab US Dvd Equity ETFETF-Other0.80%—-5.83%
40NOBLProshares S&p 500 Dividend AETF-Large Cap & Growth0.77%—+0.67%
41UCONFirst Trust Smith UnconstraiETF-Other0.68%-0.20%-18.80%
42AVGOBroadcom INCStock-Tech0.63%+0.40%+219.71%
43JPMJpmorgan Chase & CoStock-Financials0.63%—-3.37%
44IWRIshares Russell Mid-cap ETFETF-Other0.62%-0.39%-37.63%
45SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.60%—-4.66%
46VFLOVictoryshares Free Cash FlowETF-Other0.53%-0.21%-26.59%
47MDYGSs Spdr S&p 400 Mc Gr ETFETF-Other0.50%-0.33%-40.81%
48GOOGLAlphabet Inc-cl AStock-Comm Services0.48%—-2.96%
49RDVYFirst Trust Rising DividendETF-Other0.48%—-8.52%
50VBVanguard Small-cap ETFETF-Other0.46%+0.46%NEW
1–50 of 225

Holding changes this quarter

Goldstone Financial Group, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Tot World Stk ETF (VT); New buy: Ishares Global Equity Factor (GLOF); New buy: State Street Spdr Portfolio (SPGM); New buy: Ishares Global 100 ETF (IOO); New buy: Fpa Global Equity ETF New (FPAG).

Position changes disclosed by Goldstone Financial Group, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VOOVanguard S&p 500 ETF+1.8%+24.76%Add
2AVGOBroadcom INC+0.4%+219.71%Add
3VTVVanguard Value ETF+0.3%+6.56%Add
4AAPLApple INC+0.2%+25.51%Add
5FBNDFidelity Total Bond ETF+0.2%+18.30%Add
6VOVanguard Mid-cap ETF+0.2%+15.08%Add
7CLOAIshares Aaa Clo Act Etf-usdi+0.2%+15.09%Add
8IUSGIshares Core S&p U.s. Growth+0.2%+19.42%Add
9JQUAJpmorgan US Quality Factor+0.1%+9.84%Add
10VEAVanguard Ftse Developed ETF+0.1%+9.55%Add
11FSMDFidelity Small-mid Multifact+0.1%+6.70%Add
12KNGFt Vest S&p 500 Dvd Arst Trg-0.1%-34.97%Trim
13QHYWisdomtree US High Yield Cor-0.2%-31.59%Trim
14IJRIshares Core S&p Small-cap E-0.2%-48.37%Trim
15FNDESchwab Fndmntl Em Mrk Eq ETF-0.2%-57.26%Trim
16DTHWisdomtree International Hig-0.2%-47.95%Trim
17JPSTJpmorgan Ultra-short Income-0.2%-11.67%Trim
18MOATVaneck Morningstar Wide Moat-0.2%-2.50%Trim
19MSFTMicrosoft CORP-0.2%-3.96%Trim
20VEUVanguard Ftse All-world Ex-u-0.2%-18.73%Trim
21UCONFirst Trust Smith Unconstrai-0.2%-18.80%Trim
22FNDASchwab Fndmntl US Sm Co ETF-0.2%-11.88%Trim
23VFLOVictoryshares Free Cash Flow-0.2%-26.59%Trim
24SLYGSs Spdr S&p 600 Sc Gr ETF-0.2%-40.78%Trim
25DONWisdomtree US Midcap Dividen-0.3%-21.11%Trim
26SPLBSs Spdr P Long Term C ETF-0.3%-12.58%Trim
27IWMIshares Russell 2000 ETF-0.3%-41.67%Trim
28VIGIVanguard Int Div App Indx Fd-0.3%-11.80%Trim
29FTECFidelity Msci Info Tech Indx-0.3%-14.75%Trim
30BUFRFt Vest Lad Buffervetf-usd I-0.3%-3.70%Trim
31MDYGSs Spdr S&p 400 Mc Gr ETF-0.3%-40.81%Trim
32IXUSIshares Core Intl Stock ETF-0.4%-56.98%Trim
33IWRIshares Russell Mid-cap ETF-0.4%-37.63%Trim
34SPYVSs Spdr P S&p 500 Value ETF-0.5%-35.75%Trim
35SPYGSs Spdr P S&p 500 Growth ETF-0.8%-39.87%Trim
36IVVIshares Core S&p 500 ETF-0.9%-32.40%Trim
37VTVanguard Tot World Stk ETF—NEWNew buy
38GLOFIshares Global Equity Factor—NEWNew buy
39SPGMState Street Spdr Portfolio—NEWNew buy
40IOOIshares Global 100 ETF—NEWNew buy
41FPAGFpa Global Equity ETF New—NEWNew buy
42VBVanguard Small-cap ETF—NEWNew buy
43HYGHIshares Int Rate Hedg Hy ETF—NEWNew buy
44FLRTPacer Aristotle Pacific Floa—NEWNew buy
45PFXFVaneck Pref Sec X-financials—NEWNew buy
46SPTLSs Spdr Pf Lng Trm Tsy E-usd—NEWNew buy
47MBSAngel Oak Mortg-bcked Se ETF—NEWNew buy
48SMLFIshares US Smallcap Equity F—NEWNew buy
49SCHPSchwab U.s. Tips ETF—NEWNew buy
50VWOVanguard Ftse Emerging Marke—NEWNew buy

FAQ

What is Goldstone Financial Group, LLC and what type of investor is it?
Goldstone Financial Group, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $922.3M, spread across 229 disclosed positions.
What are Goldstone Financial Group, LLC's largest equity positions?
Based on the latest 13F filing, Goldstone Financial Group, LLC's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $120.2M (13.0%) 2. Invesco Qqq Trust Series 1 (QQQ) — $39.8M (4.3%) 3. Vanguard Value ETF (VTV) — $37.8M (4.1%) 4. Jpmorgan US Quality Factor (JQUA) — $35.6M (3.9%) 5. Ft Vest Lad Buffervetf-usd I (BUFR) — $34.8M (3.8%)
What changes did Goldstone Financial Group, LLC make in its most recent portfolio filing?
In the latest reported quarter, Goldstone Financial Group, LLC made 50 notable position adjustments: 14 new positions were initiated, 11 existing holdings were added to, 25 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Vanguard Tot World Stk ETF (VT); New buy: Ishares Global Equity Factor (GLOF); New buy: State Street Spdr Portfolio (SPGM); New buy: Ishares Global 100 ETF (IOO); New buy: Fpa Global Equity ETF New (FPAG)
What sectors does Goldstone Financial Group, LLC focus on?
Goldstone Financial Group, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 40.9% • Financials: 17.0% • Communication Services: 12.7% • Consumer Discretionary: 9.9% • Industrials: 7.2% • Consumer Staples: 5.2%