Goldstone Financial Group

Goldstone Financial Group as of March 31, 2026

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