What does Goldstone Financial Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Goldstone Financial Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$120M201K13.0%

INVESCO QQQ TR

$40M69K4.3%

VANGUARD INDEX FDS

$38M193K4.1%

J P MORGAN EXCHANGE TRADED F

$36M580K3.9%

FIRST TR EXCHNG TRADED FD VI

$35M1.0M3.8%

J P MORGAN EXCHANGE TRADED F

$26M539K2.8%

ISHARES TR

$21M136K2.3%

VANGUARD INDEX FDS

$19M58K2.0%

VANGUARD INDEX FDS

$18M64K2.0%

FIDELITY COVINGTON TRUST

$16M358K1.7%

Filing history loading…