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 $1.09B across 240 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($158.1M, 14.45%), QQQ ($49.9M, 4.56%), JQUA ($40.2M, 3.68%), VTV ($39.2M, 3.59%), IUSG ($27.8M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $158.1M | 14.45% | 230,142 | Added |
| 2 | QQQ | INVESCO QQQ TR | $49.9M | 4.56% | 67,848 | Trimmed |
| 3 | JQUA | J P MORGAN EXCHANGE TRADED F | $40.2M | 3.68% | 556,388 | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $39.2M | 3.59% | 180,069 | Trimmed |
| 5 | IUSG | ISHARES TR | $27.8M | 2.54% | 147,931 | Added |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | $27.8M | 2.54% | 760,367 | Trimmed |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | $27.4M | 2.50% | 566,365 | Added |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $20.4M | 1.86% | 129,961 | Added |
| 9 | GLOF | ISHARES TR | $19.9M | 1.82% | 338,741 | Added |
| 10 | VO | VANGUARD INDEX FDS | $19.9M | 1.81% | 246,374 | Added |
| 11 | FPAG | INVESTMENT MANAGERS SER TR I | $19.8M | 1.81% | 493,466 | Added |
| 12 | SPGM | SPDR INDEX SHS FDS | $19.7M | 1.80% | 230,291 | Added |
| 13 | IOO | ISHARES TR | $19.6M | 1.79% | 143,237 | Added |
| 14 | CLOA | BLACKROCK ETF TRUST II | $19.0M | 1.74% | 366,312 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $18.8M | 1.72% | 50,866 | Trimmed |
| 16 | FSMD | FIDELITY COVINGTON TRUST | $18.7M | 1.71% | 353,428 | Trimmed |
| 17 | FBND | FIDELITY MERRIMACK STR TR | $18.6M | 1.70% | 409,076 | Added |
| 18 | AAPL | APPLE INC | $17.7M | 1.62% | 61,628 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $16.1M | 1.47% | 226,374 | Trimmed |
| 20 | IVV | ISHARES TR | $15.7M | 1.43% | 20,909 | Trimmed |
| 21 | FNDA | SCHWAB STRATEGIC TR | $13.7M | 1.25% | 359,618 | Trimmed |
| 22 | MOAT | VANECK ETF TRUST | $10.8M | 0.99% | 103,893 | Trimmed |
| 23 | FDL | FIRST TR EXCHANGE-TRADED FD | $10.7M | 0.98% | 219,270 | Trimmed |
| 24 | VB | VANGUARD INDEX FDS | $10.5M | 0.96% | 34,639 | Added |
| 25 | SRLN | SSGA ACTIVE ETF TR | $10.3M | 0.94% | 255,058 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30