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Goldstone Financial Group

Latest statistics and disclosures from Goldstone Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VTV, JQUA, BUFR, JPIB, and represent 28.32% of Goldstone Financial Group's stock portfolio.
Added to shares of these 10 stocks: VOO (+$24M), VT (+$8.3M), GLOF (+$8.1M), SPGM (+$8.1M), IOO (+$8.1M), FPAG (+$8.1M), VB, AVGO, IUSG, HYGH.
Started 22 new stock positions in HYGH, PM, KO, GLOF, BP, VB, VWO, SPTL, FPAG, FLRT. IOO, SMLF, SKBL, PFXF, VUSB, VT, SJNK, SCHP, FLOT, MBS, GWW, SPGM.
Reduced shares in these 10 stocks: IVV (-$6.8M), SPYG (-$5.7M), SPYV, IWR, IXUS, MDYG, IWM, DON, FNDA, SLYG.
Sold out of its positions in OGIG, DYNF, GE, XLG, SHY, IGSB, IWC, VLUE, AKRE, TMFC. SHEL, XLU.
Goldstone Financial Group was a net buyer of stock by $40M.
Goldstone Financial Group has $897M in assets under management (AUM), dropping by 3.21%.
Central Index Key (CIK): 0002040021

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Portfolio Holdings for Goldstone Financial Group

Goldstone Financial Group holds 225 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	13.4	$120M	+24%	201k	597.55	View chart
Vanguard Index Fds Value Etf (VTV)	4.2	$38M	+6%	193k	196.20	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	4.0	$36M	+9%	580k	61.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	3.9	$35M	-3%	1.0M	33.77	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	2.9	$26M		539k	47.82	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.3	$21M	+19%	136k	155.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$19M		58k	320.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$18M	+15%	64k	287.18	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	1.8	$16M	+6%	358k	44.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$16M	+9%	250k	64.08	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	1.8	$16M	+15%	304k	51.84	View chart
Apple (AAPL)	1.7	$15M	+25%	61k	253.79	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.7	$15M	+18%	327k	45.62	View chart
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)	1.6	$15M	+6%	69k	212.07	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.6	$14M	-11%	443k	32.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$14M	-32%	22k	653.21	View chart
First Tr Exchange-traded SHS (FDL)	1.6	$14M	-9%	274k	50.80	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.4	$13M	-2%	131k	96.70	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.4	$13M	-11%	142k	88.46	View chart
Spdr Series Trust State Street Spd (SPLB)	1.4	$12M	-12%	552k	22.22	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	1.2	$11M		277k	40.14	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.1	$10M	-2%	191k	53.77	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.1	$9.8M	-11%	193k	50.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$9.8M	-2%	66k	148.10	View chart
Vanguard World Utilities Etf (VPU)	1.1	$9.6M	-5%	49k	198.14	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.0	$9.2M	-14%	44k	208.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$8.8M		111k	79.27	View chart
Spdr Series Trust State Street Spd (SPYG)	1.0	$8.6M	-39%	88k	97.91	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.9	$8.5M	-21%	162k	52.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$8.3M	NEW	60k	138.32	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.9	$8.3M		155k	53.22	View chart
Ishares Tr Global Equity (GLOF)	0.9	$8.1M	NEW	156k	52.12	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.9	$8.1M	NEW	108k	75.71	View chart
Ishares Tr Global 100 Etf (IOO)	0.9	$8.1M	NEW	67k	120.97	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.9	$8.1M	NEW	223k	36.28	View chart
NVIDIA Corporation (NVDA)	0.9	$7.9M		46k	174.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$7.8M	-18%	104k	75.10	View chart
Spdr Series Trust State Street Spd (SPYV)	0.8	$7.5M	-35%	132k	56.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$7.4M	-5%	241k	30.68	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.8	$7.1M		67k	106.01	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.7	$6.3M	-18%	255k	24.77	View chart
Broadcom (AVGO)	0.6	$5.8M	+219%	19k	309.51	View chart
JPMorgan Chase & Co. (JPM)	0.6	$5.8M	-3%	20k	294.16	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$5.7M	-37%	59k	97.23	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$5.7M	-4%	8.7k	650.36	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.5	$4.9M	-26%	124k	39.48	View chart
Spdr Series Trust State Street Spd (MDYG)	0.5	$4.6M	-40%	48k	95.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$4.4M	-2%	15k	287.56	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$4.4M	-8%	65k	68.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$4.2M	NEW	16k	261.92	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$4.2M	-4%	60k	70.18	View chart
Amazon (AMZN)	0.5	$4.2M	-2%	20k	208.27	View chart
Microsoft Corporation (MSFT)	0.5	$4.1M	-3%	11k	370.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$3.5M	-41%	14k	248.00	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.4	$3.2M	NEW	38k	85.61	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.4	$3.2M	NEW	70k	46.31	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.4	$3.2M	NEW	180k	17.54	View chart
Tesla Motors (TSLA)	0.3	$3.1M		8.4k	371.73	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.3	$3.1M		122k	25.04	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$3.1M	-2%	83k	36.84	View chart
Caterpillar (CAT)	0.3	$2.9M	-7%	4.0k	708.47	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$2.8M		50k	56.68	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.3	$2.7M	-31%	60k	45.54	View chart
Spdr Series Trust State Street Spd (SLYG)	0.3	$2.7M	-40%	28k	96.62	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$2.7M	-2%	20k	135.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$2.7M	-5%	3.8k	697.69	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.3	$2.6M	-4%	112k	22.95	View chart
Spdr Series Trust State Street Spd (SPTL)	0.3	$2.6M	NEW	98k	26.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$2.6M	-56%	30k	86.64	View chart
Angel Oak Funds Trust Mortgage Backed (MBS)	0.3	$2.6M	NEW	296k	8.66	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$2.5M		46k	55.52	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.5M	-4%	75k	32.95	View chart
Meta Platforms Cl A (META)	0.3	$2.4M		4.2k	572.11	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$2.2M	-34%	45k	48.71	View chart
Abbvie (ABBV)	0.2	$2.1M	+8%	9.8k	217.49	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.1M	-5%	4.2k	499.65	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.2	$2.0M	NEW	27k	75.49	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$2.0M	-4%	33k	60.12	View chart
Bank of America Corporation (BAC)	0.2	$1.9M	-11%	38k	48.75	View chart
Nushares Etf Tr Get Opp Etf (NUGO)	0.2	$1.9M	-3%	52k	35.97	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$1.8M		38k	48.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.8M	-2%	3.8k	479.15	View chart
Micron Technology (MU)	0.2	$1.8M	-19%	5.3k	337.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$1.8M	-39%	16k	110.47	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.8M	-4%	19k	93.93	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.2	$1.7M	-47%	31k	54.09	View chart
Applied Materials (AMAT)	0.2	$1.6M	-3%	4.7k	341.77	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$1.6M	-4%	38k	42.54	View chart
Netflix (NFLX)	0.2	$1.5M	+3%	16k	96.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.5M	-6%	5.3k	286.87	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.5M	-48%	12k	124.31	View chart
At&t (T)	0.2	$1.5M		51k	28.99	View chart
Costco Wholesale Corporation (COST)	0.2	$1.5M	+5%	1.5k	996.70	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$1.5M	-14%	30k	48.98	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$1.4M	-4%	31k	46.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$1.4M	-4%	39k	36.21	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$1.4M	-3%	22k	62.68	View chart
McDonald's Corporation (MCD)	0.2	$1.4M	-4%	4.4k	310.78	View chart
Home Depot (HD)	0.1	$1.3M	-10%	4.0k	328.92	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.3M	NEW	49k	26.61	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.3M	-44%	7.4k	173.04	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.1	$1.3M	-3%	25k	51.25	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$1.3M	-7%	27k	47.08	View chart
Procter & Gamble Company (PG)	0.1	$1.3M	-16%	8.7k	144.44	View chart
Pepsi (PEP)	0.1	$1.2M	-10%	8.0k	155.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.2M		13k	92.74	View chart
Cme (CME)	0.1	$1.2M	-2%	4.2k	295.34	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$1.2M	-57%	31k	38.26	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.2M		2.0k	604.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.2M	NEW	21k	54.05	View chart
Abbott Laboratories (ABT)	0.1	$1.1M	+12%	11k	102.67	View chart
Goldman Sachs (GS)	0.1	$1.1M	-17%	1.3k	845.89	View chart
Realty Income (O)	0.1	$1.1M	-9%	18k	61.18	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$1.1M	+8%	57k	18.82	View chart
Morgan Stanley Com New (MS)	0.1	$1.1M	-24%	6.4k	164.57	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$1.1M	-10%	8.4k	125.14	View chart
Global X Fds Superdividend (SDIV)	0.1	$1.0M	-4%	41k	25.26	View chart
Crown Castle Intl (CCI)	0.1	$977k	-7%	12k	81.31	View chart
Wal-Mart Stores (WMT)	0.1	$973k	+9%	7.8k	124.28	View chart
Boeing Company (BA)	0.1	$958k	-10%	4.8k	199.03	View chart
Cisco Systems (CSCO)	0.1	$958k	-14%	12k	77.59	View chart
General Dynamics Corporation (GD)	0.1	$946k		2.8k	343.22	View chart
Constellation Energy (CEG)	0.1	$932k	+6%	3.3k	279.26	View chart
Oracle Corporation (ORCL)	0.1	$932k	+7%	6.3k	147.10	View chart
Citigroup Com New (C)	0.1	$893k	-19%	7.9k	113.40	View chart
Novartis Sponsored Adr (NVS)	0.1	$892k	-15%	5.8k	152.75	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$861k	-10%	19k	44.87	View chart
Valero Energy Corporation (VLO)	0.1	$857k		3.5k	247.09	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$853k		20k	43.45	View chart
Trane Technologies SHS (TT)	0.1	$849k		2.0k	416.71	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$835k	-3%	65k	12.93	View chart
United Parcel Svcs CL B (UPS)	0.1	$833k		8.5k	98.39	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$831k	-5%	21k	40.47	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.1	$829k	-10%	31k	26.62	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$824k	-2%	48k	17.11	View chart
Exxon Mobil Corporation (XOM)	0.1	$812k	-39%	4.8k	169.67	View chart
Casey's General Stores (CASY)	0.1	$801k		1.1k	727.86	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$771k		2.0k	390.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$748k	-10%	21k	35.32	View chart
Dbx Etf Tr Xtrackers Us Nat (CRTC)	0.1	$738k	-4%	21k	35.45	View chart
International Business Machines (IBM)	0.1	$735k	-14%	3.0k	242.37	View chart
Walt Disney Company (DIS)	0.1	$700k	-15%	7.3k	96.38	View chart
Natwest Group Spons Adr (NWG)	0.1	$697k	-19%	47k	14.90	View chart
Verizon Communications (VZ)	0.1	$695k	-20%	14k	50.20	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$688k		17k	41.54	View chart
S&p Global (SPGI)	0.1	$683k		1.6k	425.24	View chart
Southern Company (SO)	0.1	$672k	-17%	7.0k	96.52	View chart
Colgate-Palmolive Company (CL)	0.1	$659k	-16%	7.7k	85.23	View chart
Uber Technologies (UBER)	0.1	$649k	-2%	9.0k	71.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$647k	-8%	1.5k	426.43	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$644k	+15%	9.5k	68.14	View chart
Emerson Electric (EMR)	0.1	$642k	-18%	4.9k	131.03	View chart
Eaton Corp SHS (ETN)	0.1	$641k	-18%	1.8k	357.73	View chart
MetLife (MET)	0.1	$640k	-19%	9.0k	70.72	View chart
Automatic Data Processing (ADP)	0.1	$640k		3.1k	203.17	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$620k	-5%	21k	29.18	View chart
Altria (MO)	0.1	$597k	-21%	9.1k	65.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$591k	+14%	1.4k	430.29	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$576k	+56%	20k	28.72	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$566k	+3%	1.7k	338.02	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$553k	-13%	3.8k	144.94	View chart
Merck & Co (MRK)	0.1	$536k		4.5k	120.30	View chart
Texas Instruments Incorporated (TXN)	0.1	$532k	-19%	2.7k	194.10	View chart
Illinois Tool Works (ITW)	0.1	$515k	-15%	2.0k	260.35	View chart
Visa Com Cl A (V)	0.1	$513k	-4%	1.7k	302.20	View chart
Intercontinental Exchange (ICE)	0.1	$503k		3.2k	157.30	View chart
Raytheon Technologies Corp (RTX)	0.1	$503k	-9%	2.6k	192.89	View chart
Prudential Financial (PRU)	0.1	$502k	-18%	5.1k	97.69	View chart
Corcept Therapeutics Incorporated (CORT)	0.1	$489k	+9%	12k	40.31	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$469k	-12%	11k	44.18	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$461k	-3%	9.3k	49.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$455k	+15%	5.0k	90.53	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$452k	NEW	9.1k	49.79	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$446k	-13%	2.2k	198.32	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$442k	+5%	1.0k	436.68	View chart
Medtronic SHS (MDT)	0.0	$436k	-17%	5.0k	86.65	View chart
Exelon Corporation (EXC)	0.0	$433k		8.8k	49.02	View chart
United Bankshares (UBSI)	0.0	$425k	-20%	10k	41.42	View chart
Eli Lilly & Co. (LLY)	0.0	$423k	+24%	460.00	919.55	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$416k	-6%	3.1k	132.90	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$395k	-10%	3.3k	118.60	View chart
Polaris Industries (PII)	0.0	$388k	-17%	7.1k	54.50	View chart
3M Company (MMM)	0.0	$384k		2.6k	145.22	View chart
Honeywell International (HON)	0.0	$383k		1.7k	226.08	View chart
Chevron Corporation (CVX)	0.0	$378k	-65%	1.8k	206.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$376k		1.7k	215.08	View chart
Motorola Solutions Com New (MSI)	0.0	$361k	+5%	832.00	433.73	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$336k		2.3k	145.02	View chart
Amgen (AMGN)	0.0	$335k	+7%	952.00	351.74	View chart
Sportradar Group Class A Ord Shs (SRAD)	0.0	$324k	+4%	19k	16.74	View chart
Kimberly-Clark Corporation (KMB)	0.0	$319k	-21%	3.3k	96.46	View chart
Cardinal Health (CAH)	0.0	$311k		1.5k	211.29	View chart
Advanced Micro Devices (AMD)	0.0	$301k	-4%	1.5k	203.42	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$299k	+18%	5.9k	50.37	View chart
Hims & Hers Health Com Cl A (HIMS)	0.0	$296k		14k	20.76	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$295k		637.00	463.54	View chart
Johnson & Johnson (JNJ)	0.0	$293k	+2%	1.2k	244.36	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$284k		2.5k	112.11	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$282k	-25%	6.8k	41.68	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.0	$280k	+7%	11k	25.51	View chart
First American Financial (FAF)	0.0	$276k	-19%	4.6k	60.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$273k	+2%	765.00	356.67	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$270k	-7%	6.2k	43.59	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$252k		6.3k	40.19	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$251k	-4%	190.00	1321.84	View chart
Spdr Series Trust State Street Spd (SJNK)	0.0	$250k	NEW	10k	24.98	View chart
The Trade Desk Com Cl A (TTD)	0.0	$242k	+11%	11k	22.69	View chart
Allstate Corporation (ALL)	0.0	$236k		1.1k	207.36	View chart
American Express Company (AXP)	0.0	$233k	-5%	771.00	302.57	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$223k	NEW	4.4k	50.95	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$220k		2.0k	110.35	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$218k	-16%	4.3k	50.34	View chart
Palantir Technologies Cl A (PLTR)	0.0	$216k	+18%	1.5k	146.28	View chart
Lowe's Companies (LOW)	0.0	$215k		911.00	236.24	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$213k		2.0k	106.50	View chart
Philip Morris International (PM)	0.0	$213k	NEW	1.3k	165.37	View chart
Autodesk (ADSK)	0.0	$212k		885.00	239.40	View chart
Coca-Cola Company (KO)	0.0	$211k	NEW	2.8k	76.06	View chart
W.W. Grainger (GWW)	0.0	$210k	NEW	192.00	1091.13	View chart
Digital Brands Group Com New (DBGI)	0.0	$208k	+157%	115k	1.80	View chart
Capital One Financial (COF)	0.0	$206k	-27%	1.1k	182.44	View chart
BP Sponsored Adr (BP)	0.0	$206k	NEW	4.4k	47.00	View chart
Skyline Bldrs Group Hldg Shs Cl A (SKBL)	0.0	$94k	NEW	31k	3.09	View chart
Achieve Life Sciences (ACHV)	0.0	$71k		24k	2.94	View chart
Medical Properties Trust (MPT)	0.0	$53k		12k	4.63	View chart

Past Filings by Goldstone Financial Group

SEC 13F filings are viewable for Goldstone Financial Group going back to 2024

Goldstone Financial Group 2026 Q1 filed April 24, 2026
Goldstone Financial Group 2025 Q4 filed Feb. 13, 2026
Goldstone Financial Group 2025 Q3 filed Oct. 17, 2025
Goldstone Financial Group 2025 Q2 filed July 8, 2025
Goldstone Financial Group 2025 Q1 filed April 16, 2025
Goldstone Financial Group 2024 Q4 filed Jan. 15, 2025
Goldstone Financial Group 2023 Q1 filed Jan. 15, 2025
Goldstone Financial Group 2023 Q2 filed Jan. 15, 2025
Goldstone Financial Group 2023 Q3 filed Jan. 15, 2025
Goldstone Financial Group 2023 Q4 filed Jan. 15, 2025
Goldstone Financial Group 2024 Q1 filed Jan. 15, 2025
Goldstone Financial Group 2024 Q2 filed Jan. 15, 2025
Goldstone Financial Group 2024 Q3 filed Oct. 28, 2024

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