13F Insight
DOSSIER · 13F-HR · Q2 2026

Goldstone Financial Group, LLC

$1.1B in tracked AUM across 243 positions as of Q2 2026.

GF
CIK 0002040021 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
243
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Goldstone Financial Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$158M230K14.4%02
QQQ
INVESCO QQQ TR
$50M68K4.6%03
JQUA
J P MORGAN EXCHANGE TRADED F
$40M556K3.7%04
VTV
VANGUARD INDEX FDS
$39M180K3.6%05
IUSG
ISHARES TR
$28M148K2.5%06
BUFR
FIRST TR EXCHNG TRADED FD VI
$28M760K2.5%07
JPIB
J P MORGAN EXCHANGE TRADED F
$27M566K2.5%08
VT
VANGUARD INTL EQUITY INDEX F
$20M130K1.9%09
GLOF
ISHARES TR
$20M339K1.8%10
VO
VANGUARD INDEX FDS
$20M246K1.8%

Filing history

2026Q2Jun 30
$1.1B▲ 18.6%
243 positionsView →2026Q1Mar 31
$922M▲ 2.7%
229 positionsView →2025Q4Dec 31
$898M▲ 6.2%
219 positionsView →2025Q3Sep 30
$845M▲ 11.6%
215 positionsView →2025Q2Jun 30
$757M▲ 14.6%
206 positionsLocked2025Q1Mar 31
$661M▲ 3.5%
202 positionsLocked2024Q4Dec 31
$638M▲ 11.0%
199 positionsLocked2024Q3Sep 30
$575M▲ 15.3%
193 positionsLocked2024Q2Jun 30
$499M▲ 14.4%
179 positionsLocked2024Q1Mar 31
$436M▲ 12.5%
166 positionsLocked2023Q4Dec 31
$387M▲ 14.8%
161 positionsLocked2023Q3Sep 30
$337M▼ 0.8%
151 positionsLocked
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