13F Insight
DOSSIER · 13F-HR · Q1 2026

Goldstone Financial Group, LLC

$922M in tracked AUM across 229 positions as of Q1 2026.

GF
CIK 0002040021 · last filed Mar 31, 2026
Total AUM
$922M
as of Q1 2026
Holdings
229
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$120M201K13.0%02
QQQ
INVESCO QQQ TR
$40M69K4.3%03
VTV
VANGUARD INDEX FDS
$38M193K4.1%04
JQUA
J P MORGAN EXCHANGE TRADED F
$36M580K3.9%05
BUFR
FIRST TR EXCHNG TRADED FD VI
$35M1.0M3.8%06
JPIB
J P MORGAN EXCHANGE TRADED F
$26M539K2.8%07
IUSG
ISHARES TR
$21M136K2.3%08
VTI
VANGUARD INDEX FDS
$19M58K2.0%09
VO
VANGUARD INDEX FDS
$18M64K2.0%10
FSMD
FIDELITY COVINGTON TRUST
$16M358K1.7%

Filing history

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 positionsLocked2023Q2Jun 30
$340M▲ 12.1%
164 positionsLocked
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