Goldstone Financial Group

Goldstone Financial Group as of June 30, 2026

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