Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Goldstone Financial Group, LLC (CIK 2040021) reported $922.3M across 222 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($120.2M, 13.04%), QQQ ($39.8M, 4.31%), VTV ($37.8M, 4.10%), JQUA ($35.6M, 3.86%), BUFR ($34.8M, 3.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $120.2M | 13.04% | 201,197 | Added |
| 2 | QQQ | INVESCO QQQ TR | $39.8M | 4.31% | 69,328 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $37.8M | 4.10% | 192,544 | Added |
| 4 | JQUA | J P MORGAN EXCHANGE TRADED F | $35.6M | 3.86% | 580,418 | Added |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | $34.8M | 3.77% | 1.0M | Trimmed |
| 6 | JPIB | J P MORGAN EXCHANGE TRADED F | $25.8M | 2.79% | 538,595 | Trimmed |
| 7 | IUSG | ISHARES TR | $21.0M | 2.28% | 135,505 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $18.7M | 2.02% | 58,208 | Trimmed |
| 9 | VO | VANGUARD INDEX FDS | $18.4M | 1.99% | 64,025 | Added |
| 10 | FSMD | FIDELITY COVINGTON TRUST | $16.0M | 1.74% | 357,873 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $16.0M | 1.73% | 249,586 | Added |
| 12 | CLOA | BLACKROCK ETF TRUST II | $15.8M | 1.71% | 303,923 | Added |
| 13 | AAPL | APPLE INC | $15.4M | 1.67% | 60,670 | Added |
| 14 | FBND | FIDELITY MERRIMACK STR TR | $14.9M | 1.62% | 327,345 | Added |
| 15 | FNDA | SCHWAB STRATEGIC TR | $14.4M | 1.56% | 442,767 | Trimmed |
| 16 | IVV | ISHARES TR | $14.2M | 1.54% | 21,676 | Trimmed |
| 17 | FDL | FIRST TR EXCHANGE-TRADED FD | $13.9M | 1.51% | 274,094 | Trimmed |
| 18 | MOAT | VANECK ETF TRUST | $12.6M | 1.37% | 130,566 | Trimmed |
| 19 | VIGI | VANGUARD WHITEHALL FDS | $12.5M | 1.36% | 141,661 | Trimmed |
| 20 | SPLB | SPDR SERIES TRUST | $12.3M | 1.33% | 552,122 | Trimmed |
| 21 | SRLN | SSGA ACTIVE ETF TR | $11.1M | 1.21% | 276,883 | Trimmed |
| 22 | JBND | J P MORGAN EXCHANGE TRADED F | $10.3M | 1.11% | 191,045 | Trimmed |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | $9.8M | 1.06% | 193,368 | Trimmed |
| 24 | VYM | VANGUARD WHITEHALL FDS | $9.8M | 1.06% | 65,888 | Trimmed |
| 25 | VPU | VANGUARD WORLD FD | $9.6M | 1.04% | 48,541 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31