Goldstone Financial Group

Goldstone Financial Group as of Dec. 31, 2025

Portfolio Holdings for Goldstone Financial Group

Goldstone Financial Group holds 215 positions in its portfolio as reported in the December 2025 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) 11.6 $101M 161k 627.13
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 4.2 $37M 1.1M 34.26
Vanguard Index Fds Value Etf (VTV) 4.0 $35M 181k 190.99
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 3.8 $33M 528k 63.18
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.0 $26M 541k 48.70
Ishares Tr Core S&p500 Etf (IVV) 2.5 $22M 32k 684.93
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $20M 59k 335.27
Ishares Tr Core S&p Us Gwt (IUSG) 2.2 $19M 114k 167.94
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ) 1.9 $17M 65k 252.68
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $16M 56k 290.22
Schwab Strategic Tr Fundamental Us S (FNDA) 1.8 $16M 503k 31.51
Spdr Series Trust State Street Spd (SPYG) 1.8 $16M 146k 106.70
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 1.7 $15M 335k 44.13
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.7 $15M 161k 91.45
Spdr Series Trust State Street Spd (SPLB) 1.6 $14M 632k 22.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $14M 228k 62.47
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.6 $14M 134k 103.56
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 1.6 $14M 264k 51.74
First Tr Exchange-traded SHS (FDL) 1.5 $14M 304k 44.34
Apple (AAPL) 1.5 $13M 48k 271.86
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.5 $13M 277k 46.04
Spdr Series Trust State Street Spd (SPYV) 1.3 $12M 206k 56.81
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.3 $12M 52k 224.67
Ssga Active Etf Tr State Street Bla (SRLN) 1.3 $12M 282k 41.27
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.3 $11M 219k 50.59
Wisdomtree Tr Us Midcap Divid (DON) 1.2 $11M 205k 51.60
J P Morgan Exchange Traded F Active Bond Etf (JBND) 1.2 $11M 195k 54.07
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $9.7M 68k 143.52
Vanguard World Utilities Etf (VPU) 1.1 $9.5M 51k 185.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $9.4M 128k 73.56
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $9.1M 94k 96.27
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $9.0M 112k 79.73
NVIDIA Corporation (NVDA) 1.0 $8.5M 46k 186.50
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.0 $8.5M 157k 53.88
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.9 $7.9M 314k 25.17
Spdr Series Trust State Street Spd (MDYG) 0.9 $7.5M 81k 92.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $7.0M 256k 27.43
Proshares Tr S&p 500 Dv Arist (NOBL) 0.8 $6.9M 67k 104.07
Victory Portfolios Ii Shares Free Cash (VFLO) 0.8 $6.7M 169k 39.38
JPMorgan Chase & Co. (JPM) 0.8 $6.6M 20k 322.23
Ishares Tr Russell 2000 Etf (IWM) 0.7 $5.9M 24k 246.16
Ishares Tr Core Msci Total (IXUS) 0.7 $5.8M 69k 84.64
Microsoft Corporation (MSFT) 0.6 $5.6M 12k 483.62
Alphabet Cap Stk Cl A (GOOGL) 0.6 $5.0M 16k 313.01
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.6 $4.9M 71k 69.47
Amazon (AMZN) 0.5 $4.7M 21k 230.82
Spdr Series Trust State Street Spd (SLYG) 0.5 $4.5M 48k 94.19
Ishares Tr Core Div Grwth (DGRO) 0.5 $4.4M 63k 69.42
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.5 $4.1M 88k 46.44
Tesla Motors (TSLA) 0.4 $3.7M 8.3k 449.70
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.4 $3.4M 69k 49.15
Ishares Tr Broad Usd High (USHY) 0.4 $3.2M 85k 37.39
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.4 $3.1M 123k 25.10
Vanguard World Inf Tech Etf (VGT) 0.4 $3.1M 4.1k 753.80
Wisdomtree Tr Itl High Div Fd (DTH) 0.3 $3.0M 59k 51.60
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $2.9M 51k 57.24
Meta Platforms Cl A (META) 0.3 $2.8M 4.2k 660.10
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.8M 23k 120.18
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.3 $2.8M 118k 23.62
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $2.7M 27k 101.98
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $2.7M 46k 58.12
Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $2.6M 73k 36.06
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $2.6M 79k 32.75
Mastercard Incorporated Cl A (MA) 0.3 $2.5M 4.4k 570.93
Caterpillar (CAT) 0.3 $2.5M 4.4k 572.81
Ishares Tr Core High Dv Etf (HDV) 0.3 $2.5M 20k 121.61
Bank of America Corporation (BAC) 0.3 $2.4M 43k 55.00
Nushares Etf Tr Get Opp Etf (NUGO) 0.2 $2.1M 53k 39.76
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.2 $2.1M 34k 61.13
Abbvie (ABBV) 0.2 $2.1M 9.1k 228.49
Broadcom (AVGO) 0.2 $2.0M 5.9k 346.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $2.0M 3.9k 502.60
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $1.9M 20k 96.28
Micron Technology (MU) 0.2 $1.9M 6.6k 285.42
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $1.9M 38k 48.75
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.8M 5.7k 313.82
Ishares Tr Core Lt Usdb Etf (ILTB) 0.2 $1.7M 35k 49.70
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $1.7M 40k 43.64
Vanguard World Energy Etf (VDE) 0.2 $1.7M 13k 125.92
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $1.6M 23k 71.45
Ishares Tr Future Ai & Tech (ARTY) 0.2 $1.6M 33k 48.18
Home Depot (HD) 0.2 $1.5M 4.4k 344.08
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.2 $1.5M 41k 36.85
Morgan Stanley Com New (MS) 0.2 $1.5M 8.5k 177.53
Procter & Gamble Company (PG) 0.2 $1.5M 10k 143.31
Netflix (NFLX) 0.2 $1.4M 15k 93.76
Neos Etf Trust Nasdaq 100 Hdgd (QQQH) 0.2 $1.4M 26k 54.30
McDonald's Corporation (MCD) 0.2 $1.4M 4.6k 305.60
Goldman Sachs (GS) 0.2 $1.4M 1.6k 879.10
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $1.4M 29k 47.35
Pepsi (PEP) 0.1 $1.3M 9.0k 143.52
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) 0.1 $1.3M 9.1k 140.13
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.3M 13k 94.16
At&t (T) 0.1 $1.3M 51k 24.84
Applied Materials (AMAT) 0.1 $1.3M 4.9k 257.01
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $1.2M 9.4k 132.37
Abbott Laboratories (ABT) 0.1 $1.2M 9.9k 125.29
Costco Wholesale Corporation (COST) 0.1 $1.2M 1.4k 862.54
Cme (CME) 0.1 $1.2M 4.3k 273.08
Boeing Company (BA) 0.1 $1.2M 5.4k 217.12
Oracle Corporation (ORCL) 0.1 $1.2M 5.9k 194.91
Crown Castle Intl (CCI) 0.1 $1.1M 13k 88.87
Citigroup Com New (C) 0.1 $1.1M 9.8k 116.69
Constellation Energy (CEG) 0.1 $1.1M 3.1k 353.26
Cisco Systems (CSCO) 0.1 $1.1M 14k 77.03
Realty Income (O) 0.1 $1.1M 20k 56.37
International Business Machines (IBM) 0.1 $1.0M 3.5k 296.24
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.1 $1.0M 52k 19.88
Global X Fds Superdividend (SDIV) 0.1 $1.0M 43k 24.03
Natwest Group Spons Adr (NWG) 0.1 $1.0M 58k 17.50
Starboard Invt Tr Adaptive Alpha (AGOX) 0.1 $997k 35k 28.56
Walt Disney Company (DIS) 0.1 $983k 8.6k 113.76
Lockheed Martin Corporation (LMT) 0.1 $958k 2.0k 483.64
Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $949k 21k 44.37
Novartis Sponsored Adr (NVS) 0.1 $948k 6.9k 137.87
Exxon Mobil Corporation (XOM) 0.1 $947k 7.9k 120.34
General Dynamics Corporation (GD) 0.1 $933k 2.8k 336.70
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.1 $924k 67k 13.84
Crowdstrike Hldgs Cl A (CRWD) 0.1 $922k 2.0k 468.78
MetLife (MET) 0.1 $887k 11k 78.94
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $876k 20k 44.05
Pimco Dynamic Income SHS (PDI) 0.1 $871k 49k 17.71
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $864k 15k 59.28
S&p Global (SPGI) 0.1 $846k 1.6k 522.74
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.1 $844k 24k 35.84
Ishares Tr Msci Usa Value (VLUE) 0.1 $841k 6.1k 136.74
United Parcel Service CL B (UPS) 0.1 $840k 8.5k 99.19
Amplify Etf Tr Cwp Intl Enhance (IDVO) 0.1 $833k 22k 38.35
Chevron Corporation (CVX) 0.1 $809k 5.3k 152.41
Emerson Electric (EMR) 0.1 $802k 6.0k 132.72
Dbx Etf Tr Xtrackers Us Nat (CRTC) 0.1 $800k 22k 36.66
Wal-Mart Stores (WMT) 0.1 $795k 7.1k 111.41
Automatic Data Processing (ADP) 0.1 $795k 3.1k 257.19
Trane Technologies SHS (TT) 0.1 $785k 2.0k 389.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $782k 1.7k 473.33
Uber Technologies (UBER) 0.1 $755k 9.2k 81.71
Southern Company (SO) 0.1 $736k 8.4k 87.20
Colgate-Palmolive Company (CL) 0.1 $733k 9.3k 79.02
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $715k 12k 60.81
Verizon Communications (VZ) 0.1 $711k 17k 40.73
Prudential Financial (PRU) 0.1 $710k 6.3k 112.89
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $704k 17k 41.92
Eaton Corp SHS (ETN) 0.1 $698k 2.2k 318.49
Accenture Plc Ireland Shs Class A (ACN) 0.1 $694k 2.6k 268.25
Ishares Tr Micro-cap Etf (IWC) 0.1 $674k 4.3k 157.70
Altria (MO) 0.1 $663k 12k 57.66
Spdr Series Trust State Street Spd (SPTS) 0.1 $661k 23k 29.28
Vanguard World Mega Cap Val Etf (MGV) 0.1 $625k 4.4k 141.17
Visa Com Cl A (V) 0.1 $622k 1.8k 350.75
Casey's General Stores (CASY) 0.1 $609k 1.1k 552.71
T Rowe Price Etf Price Blue Chip (TCHP) 0.1 $608k 12k 49.86
Texas Instruments Incorporated (TXN) 0.1 $593k 3.4k 173.49
Medtronic SHS (MDT) 0.1 $589k 6.1k 96.06
Illinois Tool Works (ITW) 0.1 $578k 2.3k 246.33
Digital Brands Group Com New (DBGI) 0.1 $568k 45k 12.68
Valero Energy Corporation (VLO) 0.1 $562k 3.5k 162.78
Polaris Industries (PII) 0.1 $543k 8.6k 63.25
Raytheon Technologies Corp (RTX) 0.1 $525k 2.9k 183.39
Ishares Silver Tr Ishares (SLV) 0.1 $525k 8.1k 64.42
Intercontinental Exchange (ICE) 0.1 $514k 3.2k 161.96
United Bankshares (UBSI) 0.1 $497k 13k 38.40
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $494k 1.6k 303.98
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $483k 3.4k 143.97
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $481k 9.6k 49.99
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $481k 9.1k 52.72
Spdr Gold Tr Gold Shs (GLD) 0.1 $475k 1.2k 396.31
Vanguard Index Fds Growth Etf (VUG) 0.1 $468k 959.00 487.73
Merck & Co (MRK) 0.1 $468k 4.4k 105.25
Hims & Hers Health Com Cl A (HIMS) 0.1 $462k 14k 32.47
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $445k 3.7k 119.35
Sportradar Group Class A Ord Shs (SRAD) 0.1 $441k 19k 23.77
3M Company (MMM) 0.0 $424k 2.6k 160.08
Kimberly-Clark Corporation (KMB) 0.0 $423k 4.2k 100.90
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $403k 4.9k 82.82
Eli Lilly & Co. (LLY) 0.0 $397k 370.00 1073.98
Ishares Tr Core Msci Eafe (IEFA) 0.0 $389k 4.3k 89.47
Corcept Therapeutics Incorporated (CORT) 0.0 $386k 11k 34.80
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $384k 1.7k 219.84
Exelon Corporation (EXC) 0.0 $381k 8.7k 43.59
Capital One Financial (COF) 0.0 $379k 1.6k 242.33
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $377k 13k 29.36
The Trade Desk Com Cl A (TTD) 0.0 $364k 9.6k 37.96
First American Financial (FAF) 0.0 $350k 5.7k 61.44
Advanced Micro Devices (AMD) 0.0 $331k 1.5k 214.15
Honeywell International (HON) 0.0 $328k 1.7k 195.13
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $322k 2.3k 138.46
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $309k 7.2k 42.69
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $306k 637.00 480.54
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $303k 2.5k 119.32
Motorola Solutions Com New (MSI) 0.0 $303k 789.00 383.52
Cardinal Health (CAH) 0.0 $302k 1.5k 205.57
American Express Company (AXP) 0.0 $301k 813.00 369.97
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.0 $298k 6.7k 44.32
Amgen (AMGN) 0.0 $291k 889.00 327.46
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $290k 5.5k 52.88
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $287k 4.4k 65.51
Ge Aerospace Com New (GE) 0.0 $285k 926.00 307.98
Ishares Tr Rus 1000 Etf (IWB) 0.0 $280k 750.00 373.44
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $279k 6.3k 44.47
Autodesk (ADSK) 0.0 $262k 885.00 296.01
Alps Etf Tr Oshs Gbl Inter (OGIG) 0.0 $262k 5.0k 52.57
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.0 $261k 10k 25.55
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $260k 5.2k 50.32
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $253k 5.0k 50.58
RBB Motley Fol Etf (TMFC) 0.0 $246k 3.4k 71.78
Johnson & Johnson (JNJ) 0.0 $241k 1.2k 206.90
Allstate Corporation (ALL) 0.0 $236k 1.1k 208.17
Shell Spon Ads (SHEL) 0.0 $235k 3.2k 73.48
Palantir Technologies Cl A (PLTR) 0.0 $221k 1.2k 177.75
Ishares Tr Tips Bd Etf (TIP) 0.0 $220k 2.0k 109.90
Lowe's Companies (LOW) 0.0 $217k 898.00 241.05
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $213k 2.0k 106.70
Asml Holding N V N Y Registry Shs (ASML) 0.0 $213k 199.00 1070.61
Achieve Life Sciences (ACHV) 0.0 $120k 24k 4.97
Medical Properties Trust (MPT) 0.0 $56k 11k 5.00