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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, QQQ, JQUA, VTV, IUSG, and represent 29.25% of Goldstone Financial Group's stock portfolio.
Added to shares of these 10 stocks: VOO (+$20M), VO (+$15M), VT (+$11M), FPAG (+$11M), GLOF (+$11M), SPGM (+$11M), IOO (+$10M), VB (+$5.6M), HYGH (+$5.4M), FLRT (+$5.4M).
Started 23 new stock positions in SPCX, MTUM, STRL, VOOG, BND, VLUE, RSP, FIX, BIBL, AXSM. VXUS, SNDK, SMH, LRCX, IEMG, BLCR, CLS, IWD, SPHB, INTC, FRDM, DYNF, FDX.
Reduced shares in these 10 stocks: BUFR (-$9.8M), FTEC, VIGI, FNDA, SPLB, JBND, MOAT, VTV, VTI, FDL.
Sold out of its positions in ACHV, ADSK, BP, Honeywell International, LOW, PLTR, TQQQ, USFR.
Goldstone Financial Group was a net buyer of stock by $88M.
Goldstone Financial Group has $1.1B in assets under management (AUM), dropping by 20.12%.
Central Index Key (CIK): 0002040021

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Portfolio Holdings for Goldstone Financial Group

Goldstone Financial Group holds 240 positions in its portfolio as reported in the June 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)	14.7	$158M	+14%	230k	686.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.6	$50M	-2%	68k	736.40	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	3.7	$40M	-4%	556k	72.28	View chart
Vanguard Index Fds Value Etf (VTV)	3.6	$39M	-6%	180k	217.93	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.6	$28M	+9%	148k	188.09	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	2.6	$28M	-26%	760k	36.53	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	2.5	$27M	+5%	566k	48.35	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.9	$20M	+117%	130k	156.95	View chart
Ishares Tr Global Equity (GLOF)	1.8	$20M	+116%	339k	58.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$20M	+284%	246k	80.57	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	1.8	$20M	+121%	494k	40.14	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	1.8	$20M	+114%	230k	85.67	View chart
Ishares Tr Global 100 Etf (IOO)	1.8	$20M	+113%	143k	136.60	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	1.8	$19M	+20%	366k	51.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$19M	-12%	51k	370.04	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	1.7	$19M		353k	52.85	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.7	$19M	+24%	409k	45.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$16M	-9%	226k	71.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$16M	-3%	21k	748.88	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.3	$14M	-18%	360k	38.06	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.0	$11M	-20%	104k	103.96	View chart
First Tr Exchange-traded SHS (FDL)	1.0	$11M	-20%	219k	48.66	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$11M	+113%	35k	303.12	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	1.0	$10M	-7%	255k	40.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$10M	-2%	64k	158.03	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.9	$10M	-4%	84k	118.99	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$9.9M	-24%	107k	93.38	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.9	$9.3M	-24%	417k	22.40	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.8	$8.7M	+166%	100k	86.61	View chart
Pacer Fds Tr Arist High Etf (FLRT)	0.8	$8.7M	+166%	186k	46.63	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.8	$8.6M	+166%	480k	17.84	View chart
Vanguard World Utilities Etf (VPU)	0.8	$8.2M	-13%	42k	195.73	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.8	$8.2M	-35%	29k	285.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$8.2M	-5%	98k	83.75	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.7	$7.9M	-13%	140k	56.52	View chart
Spdr Series Trust St Str P500val (SPYV)	0.7	$7.7M	-3%	127k	60.79	View chart
NVIDIA Corporation (NVDA)	0.7	$7.6M	-16%	38k	200.09	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$7.6M	-22%	150k	50.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$7.4M	-15%	93k	79.03	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.7	$7.3M	-28%	137k	53.50	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.6	$7.0M	+171%	265k	26.23	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$6.9M	-15%	131k	53.17	View chart
Angel Oak Funds Trust Mortgage Backed (MBS)	0.6	$6.9M	+169%	798k	8.63	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$6.7M	+3%	9.0k	746.77	View chart
JPMorgan Chase & Co. (JPM)	0.6	$6.5M		20k	327.33	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$6.2M	-4%	56k	110.32	View chart
Broadcom (AVGO)	0.6	$6.0M	-15%	16k	377.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$5.7M	+2%	16k	357.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$5.6M	-26%	178k	31.71	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.5	$5.4M	-15%	216k	24.88	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.5	$5.2M	+116%	59k	89.14	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.5	$5.1M	-5%	45k	112.09	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$5.1M	-3%	62k	81.06	View chart
Micron Technology (MU)	0.5	$5.0M	-17%	4.3k	1154.22	View chart
Amazon (AMZN)	0.5	$5.0M	+4%	21k	238.34	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$4.5M		59k	75.79	View chart
Caterpillar (CAT)	0.4	$4.2M	-2%	3.9k	1064.90	View chart
Microsoft Corporation (MSFT)	0.4	$4.2M		11k	373.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$4.0M	-5%	13k	300.46	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$3.7M		66k	56.16	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.3	$3.5M	-37%	77k	45.75	View chart
Abbvie (ABBV)	0.3	$3.5M	+40%	14k	251.64	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$3.5M	+168%	131k	26.50	View chart
Applied Materials (AMAT)	0.3	$3.4M		4.7k	722.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$3.3M	+628%	28k	119.52	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.3	$3.2M	-5%	27k	119.13	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$3.0M		82k	37.02	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.3	$2.9M	-5%	116k	25.07	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$2.8M		46k	61.46	View chart
Tesla Motors (TSLA)	0.3	$2.8M	-20%	6.7k	420.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$2.8M	+116%	46k	59.69	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$2.8M	-2%	49k	56.48	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$2.7M	-3%	29k	95.44	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.3	$2.7M		59k	45.81	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$2.7M	+501%	55k	49.78	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$2.6M		110k	23.85	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.5M	+368%	93k	27.41	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.5M	-7%	70k	36.26	View chart
Meta Platforms Cl A (META)	0.2	$2.3M		4.1k	563.29	View chart
Bank of America Corporation (BAC)	0.2	$2.3M	+5%	40k	56.98	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.3M	+6%	4.4k	513.63	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$2.2M	-3%	44k	50.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.2M	+13%	4.3k	500.39	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.2	$2.1M	-10%	28k	76.16	View chart
Nushares Etf Tr Get Opp Etf (NUGO)	0.2	$2.1M	-7%	48k	43.26	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$2.0M	-7%	30k	68.54	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$1.9M	-3%	16k	124.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.9M	+2%	5.4k	353.31	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$1.9M	-6%	21k	89.85	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.8M		19k	96.44	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$1.8M	-2%	37k	49.28	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$1.8M	-2%	37k	48.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.7M	-2%	12k	148.31	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$1.6M	-8%	36k	45.44	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.6M	+5%	2.1k	763.17	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$1.6M	-4%	29k	54.11	View chart
Costco Wholesale Corporation (COST)	0.1	$1.5M	+9%	1.6k	935.66	View chart
Home Depot (HD)	0.1	$1.5M	+6%	4.2k	352.67	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.1	$1.5M		30k	49.25	View chart
Cisco Systems (CSCO)	0.1	$1.4M	-4%	12k	117.46	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.1	$1.3M	-4%	24k	55.84	View chart
General Dynamics Corporation (GD)	0.1	$1.3M	+36%	3.8k	354.20	View chart
Netflix (NFLX)	0.1	$1.3M	+11%	18k	71.40	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$1.3M		13k	96.46	View chart
Corcept Therapeutics Incorporated (CORT)	0.1	$1.3M	+20%	15k	86.95	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$1.3M		27k	46.94	View chart
Morgan Stanley Com New (MS)	0.1	$1.3M	-6%	6.0k	209.03	View chart
Procter & Gamble Company (PG)	0.1	$1.2M	-3%	8.4k	146.64	View chart
Goldman Sachs (GS)	0.1	$1.2M	-6%	1.2k	1011.21	View chart
Boeing Company (BA)	0.1	$1.2M	+17%	5.6k	216.46	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.1	$1.2M	-2%	31k	39.68	View chart
Apple Put Option (AAPL)	0.1	$1.2M		62k	19.08	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$1.2M	-3%	8.1k	141.89	View chart
McDonald's Corporation (MCD)	0.1	$1.1M	-4%	4.2k	270.33	View chart
Realty Income (O)	0.1	$1.1M	+3%	18k	61.96	View chart
Trane Technologies SHS (TT)	0.1	$1.1M	+11%	2.3k	491.06	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.1M		7.4k	150.14	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.1M	+37%	2.3k	477.62	View chart
Citigroup Com New (C)	0.1	$1.1M		7.8k	139.97	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$1.0M	-8%	52k	20.31	View chart
At&t (T)	0.1	$1.0M		51k	20.70	View chart
Crown Castle Intl (CCI)	0.1	$1.0M	+14%	14k	75.73	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.1	$1.0M	-5%	30k	34.66	View chart
Pepsi (PEP)	0.1	$1.0M	-6%	7.5k	135.40	View chart
Abbott Laboratories (ABT)	0.1	$990k		11k	90.74	View chart
Lockheed Martin Corporation (LMT)	0.1	$981k	-2%	1.9k	509.50	View chart
Global X Fds Superdividend (SDIV)	0.1	$973k		40k	24.44	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$934k	-3%	18k	50.61	View chart
Cme (CME)	0.1	$923k		4.2k	220.81	View chart
United Parcel Svcs CL B (UPS)	0.1	$906k		8.4k	107.49	View chart
Valero Energy Corporation (VLO)	0.1	$902k		3.5k	260.41	View chart
Oracle Corporation (ORCL)	0.1	$899k	-3%	6.1k	146.56	View chart
Wal-Mart Stores (WMT)	0.1	$891k		7.9k	113.26	View chart
Casey's General Stores (CASY)	0.1	$875k		1.1k	794.79	View chart
International Business Machines (IBM)	0.1	$868k		3.1k	281.22	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$865k		20k	43.48	View chart
Automatic Data Processing (ADP)	0.1	$858k	+21%	3.8k	223.96	View chart
Novartis Sponsored Adr (NVS)	0.1	$851k	-6%	5.4k	156.72	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$829k	-2%	63k	13.22	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$813k	NEW	16k	50.37	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$809k	-6%	19k	42.00	View chart
Uber Technologies (UBER)	0.1	$802k	+23%	11k	72.16	View chart
S&p Global (SPGI)	0.1	$789k	+20%	1.9k	407.17	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$788k	-2%	47k	16.70	View chart
Walt Disney Company (DIS)	0.1	$781k	+11%	8.1k	96.25	View chart
Advanced Micro Devices (AMD)	0.1	$763k	-11%	1.3k	580.87	View chart
Dbx Etf Tr Xtra Us Natl Etf (CRTC)	0.1	$762k	-6%	20k	38.99	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$760k	NEW	13k	57.88	View chart
Natwest Group Spons Adr (NWG)	0.1	$758k	-8%	43k	17.63	View chart
Constellation Energy (CEG)	0.1	$757k	-8%	3.0k	248.35	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$748k	NEW	11k	68.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.1	$733k	-11%	19k	39.27	View chart
Texas Instruments Incorporated (TXN)	0.1	$733k	-10%	2.5k	298.10	View chart
MetLife (MET)	0.1	$730k	-4%	8.6k	84.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$730k	+287%	5.9k	124.17	View chart
Eaton Corp SHS (ETN)	0.1	$703k	-7%	1.6k	426.22	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$697k		17k	41.41	View chart
W.W. Grainger (GWW)	0.1	$695k	+166%	511.00	1360.57	View chart
Exxon Mobil Corporation (XOM)	0.1	$686k	+4%	5.0k	136.71	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$679k	+37%	20k	34.67	View chart
Colgate-Palmolive Company (CL)	0.1	$677k	-4%	7.4k	91.68	View chart
Emerson Electric (EMR)	0.1	$662k	-5%	4.6k	143.14	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$658k	+12%	23k	29.24	View chart
Southern Company (SO)	0.1	$628k	-5%	6.6k	95.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$623k	+614%	7.2k	86.14	View chart
Altria (MO)	0.1	$618k	-5%	8.6k	71.95	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$611k		21k	29.01	View chart
Visa Com Cl A (V)	0.1	$606k	+4%	1.8k	343.11	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$596k		3.1k	190.52	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$590k	-5%	3.6k	163.46	View chart
Eli Lilly & Co. (LLY)	0.1	$567k	+2%	473.00	1199.44	View chart
Merck & Co (MRK)	0.1	$564k		4.4k	128.49	View chart
Verizon Communications (VZ)	0.1	$560k	-4%	13k	42.34	View chart
Illinois Tool Works (ITW)	0.1	$540k		2.0k	270.50	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.0	$507k	-4%	10k	50.09	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$506k		1.4k	368.38	View chart
Prudential Financial (PRU)	0.0	$505k	-8%	4.7k	107.93	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$504k		9.4k	53.47	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$504k	+9%	10k	49.78	View chart
Raytheon Technologies Corp (RTX)	0.0	$502k		2.6k	189.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$491k		5.1k	96.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.0	$474k	NEW	3.0k	155.61	View chart
Intercontinental Exchange (ICE)	0.0	$464k	+17%	3.8k	123.11	View chart
Polaris Industries (PII)	0.0	$452k	-7%	6.6k	68.44	View chart
3M Company (MMM)	0.0	$429k		2.6k	161.90	View chart
United Bankshares (UBSI)	0.0	$424k	-9%	9.3k	45.83	View chart
Sportradar Group Class A Ord Shs (SRAD)	0.0	$416k	+43%	28k	14.97	View chart
Intel Corporation (INTC)	0.0	$412k	NEW	3.0k	139.62	View chart
Exelon Corporation (EXC)	0.0	$412k		8.8k	46.62	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$412k	+23%	788.00	522.31	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$410k		2.5k	161.54	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$410k	NEW	2.1k	199.83	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$408k		1.7k	236.60	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$394k		2.3k	170.14	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$391k		3.3k	117.45	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$388k	+2%	195.00	1991.01	View chart
Kimberly-Clark Corporation (KMB)	0.0	$361k		3.3k	109.77	View chart
Medtronic SHS (MDT)	0.0	$359k	-8%	4.6k	78.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$352k	NEW	1.7k	212.76	View chart
Cardinal Health (CAH)	0.0	$350k		1.5k	237.60	View chart
Amgen (AMGN)	0.0	$348k		960.00	362.11	View chart
Motorola Solutions Com New (MSI)	0.0	$345k		830.00	415.12	View chart
Johnson & Johnson (JNJ)	0.0	$327k	+7%	1.3k	254.05	View chart
Chevron Corporation (CVX)	0.0	$306k		1.8k	165.75	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$299k		5.9k	50.49	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.0	$296k		6.3k	47.20	View chart
First American Financial (FAF)	0.0	$296k	-5%	4.3k	68.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$287k	NEW	437.00	656.50	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$286k	NEW	3.3k	85.48	View chart
Lam Research Corp Com New (LRCX)	0.0	$283k	NEW	653.00	433.65	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.0	$281k		11k	25.58	View chart
Philip Morris International (PM)	0.0	$275k	+17%	1.5k	180.86	View chart
Allstate Corporation (ALL)	0.0	$272k		1.1k	237.87	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$272k	-2%	2.2k	124.45	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$269k		6.2k	43.61	View chart
American Express Company (AXP)	0.0	$268k	+2%	793.00	338.46	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.0	$249k		9.9k	25.03	View chart
Celestica (CLS)	0.0	$248k	NEW	680.00	364.80	View chart
Axsome Therapeutics (AXSM)	0.0	$245k	NEW	1.0k	244.77	View chart
The Trade Desk Com Cl A (TTD)	0.0	$240k	+24%	13k	18.08	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.0	$238k	NEW	3.3k	72.90	View chart
Sandisk Corp (SNDK)	0.0	$237k	NEW	104.00	2273.73	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$236k	NEW	1.4k	170.86	View chart
FedEx Corporation (FDX)	0.0	$228k	NEW	727.00	313.25	View chart
Capital One Financial (COF)	0.0	$226k		1.1k	200.66	View chart
Coca-Cola Company (KO)	0.0	$224k		2.8k	81.27	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$221k	NEW	2.7k	82.84	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$221k		4.3k	51.05	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$220k	-29%	538.00	409.70	View chart
Sterling Construction Company (STRL)	0.0	$219k	NEW	261.00	839.36	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$218k		2.0k	109.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$217k	NEW	3.0k	73.42	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$213k		2.0k	106.47	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$207k	NEW	2.5k	82.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$207k	NEW	603.00	342.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$204k	NEW	842.00	242.45	View chart
Comfort Systems USA (FIX)	0.0	$204k	NEW	103.00	1981.95	View chart
Digital Brands Group Com New (DBGI)	0.0	$100k	+15%	133k	0.75	View chart
Skyline Bldrs Group Hldg Shs Cl A	0.0	$94k		31k	3.09	View chart
Medical Properties Trust (MPT)	0.0	$54k		12k	4.62	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 Q2 filed Aug. 11, 2026
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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