Goldstone Financial Group, LLC
CIK: 0002040021SEC EDGAR →
Portfolio Value
$897.7M
Holdings
215
As of
Q4 2025
New Positions
215
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 161,267 | $101.1M | 11.27% |
| 2 | NDQCall INVESCO QQQ TR | 65,394 | $39.9M | 4.45% |
| 3 | FIRST TR EXCHNG TRADED FD VI | 1,068,841 | $36.6M | 4.08% |
| 4 | VANGUARD INDEX FDS | 180,685 | $34.5M | 3.84% |
| 5 | J P MORGAN EXCHANGE TRADED F | 528,436 | $33.4M | 3.72% |
| 6 | J P MORGAN EXCHANGE TRADED F | 540,665 | $26.3M | 2.93% |
| 7 | ISHARES TR | 32,063 | $22.0M | 2.45% |
| 8 | VANGUARD INDEX FDS | 59,151 | $19.8M | 2.21% |
| 9 | ISHARES TR | 113,470 | $19.1M | 2.12% |
| 10 | VANGUARD INDEX FDS | 55,633 | $16.1M | 1.80% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (215)
$101.1M · 161K shares
$39.9M · 65K shares
$36.6M · 1.1M shares
$34.5M · 181K shares
$33.4M · 528K shares
$26.3M · 541K shares
$22.0M · 32K shares
$19.8M · 59K shares
$19.1M · 113K shares
$16.1M · 56K shares
$15.8M · 502K shares
$15.6M · 146K shares
$14.8M · 335K shares
$14.7M · 161K shares
$14.3M · 632K shares
$14.2M · 228K shares
$13.9M · 134K shares
$13.7M · 264K shares
$13.5M · 303K shares
$13.1M · 48K shares
$12.7M · 277K shares
$11.7M · 206K shares
$11.7M · 52K shares
$11.6M · 282K shares
$11.1M · 219K shares
$10.6M · 205K shares
$10.6M · 195K shares
$9.7M · 68K shares
$9.5M · 51K shares
$9.4M · 128K shares
$9.1M · 94K shares
$9.0M · 112K shares
$8.5M · 45K shares
$8.5M · 157K shares
$7.9M · 314K shares
$7.5M · 81K shares
$7.0M · 256K shares
$6.9M · 67K shares
$6.7M · 169K shares
$6.6M · 20K shares
$6.1M · 9K shares
$5.9M · 24K shares
$5.8M · 69K shares
$5.6M · 12K shares
$5.0M · 16K shares
$4.9M · 70K shares
$4.7M · 20K shares
$4.5M · 48K shares
$4.4M · 63K shares
$4.1M · 88K shares
$3.7M · 8K shares
$3.4M · 69K shares
$3.2M · 85K shares
$3.1M · 123K shares
$3.1M · 4K shares
$3.0M · 59K shares
$2.9M · 51K shares
$2.8M · 4K shares
$2.8M · 23K shares
$2.8M · 118K shares
$2.7M · 27K shares
$2.7M · 46K shares
$2.6M · 73K shares
$2.6M · 79K shares
$2.5M · 4K shares
$2.5M · 4K shares
$2.5M · 20K shares
$2.4M · 43K shares
$2.1M · 53K shares
$2.1M · 34K shares
$2.1M · 9K shares
$2.0M · 6K shares
$2.0M · 4K shares
$1.9M · 20K shares
$1.9M · 7K shares
$1.9M · 38K shares
$1.8M · 6K shares
$1.7M · 35K shares
$1.7M · 39K shares
$1.7M · 13K shares
$1.6M · 23K shares
$1.6M · 33K shares
$1.5M · 4K shares
$1.5M · 41K shares
$1.5M · 8K shares
$1.5M · 10K shares
$1.4M · 15K shares
$1.4M · 26K shares
$1.4M · 5K shares
$1.4M · 2K shares
$1.4M · 29K shares
$1.3M · 9K shares
$1.3M · 13K shares
$1.3M · 51K shares
$1.3M · 5K shares
$1.2M · 9K shares
$1.2M · 10K shares
$1.2M · 1K shares
$1.2M · 4K shares
$1.2M · 5K shares
$1.2M · 6K shares
$1.1M · 13K shares
$1.1M · 10K shares
$1.1M · 3K shares
$1.1M · 14K shares
$1.1M · 19K shares
$1.0M · 4K shares
$1.0M · 52K shares
$1.0M · 43K shares
$1.0M · 58K shares
$996K · 35K shares
$983K · 9K shares
$958K · 2K shares
$948K · 7K shares
$948K · 21K shares
$947K · 8K shares
$932K · 3K shares
$923K · 67K shares
$922K · 2K shares
$887K · 11K shares
$875K · 20K shares
$870K · 49K shares
$864K · 15K shares
$846K · 2K shares
$844K · 24K shares
$840K · 6K shares
$839K · 8K shares
$832K · 22K shares
$809K · 5K shares
$802K · 6K shares
$800K · 22K shares
$794K · 7K shares
$794K · 3K shares
$784K · 2K shares
$782K · 2K shares
$754K · 9K shares
$735K · 8K shares
$733K · 9K shares
$715K · 12K shares
$710K · 17K shares
$709K · 6K shares
$703K · 17K shares
$698K · 2K shares
$694K · 3K shares
$674K · 4K shares
$662K · 11K shares
$660K · 23K shares
$624K · 4K shares
$621K · 2K shares
$608K · 1K shares
$607K · 12K shares
$592K · 3K shares
$588K · 6K shares
$577K · 2K shares
$567K · 45K shares
$561K · 3K shares
$543K · 9K shares
$525K · 3K shares
$524K · 8K shares
$514K · 3K shares
$497K · 13K shares
$493K · 2K shares
$483K · 3K shares
$481K · 10K shares
$481K · 9K shares
$475K · 1K shares
$467K · 4K shares
$467K · 959 shares
$462K · 14K shares
$444K · 4K shares
$440K · 19K shares
$423K · 3K shares
$422K · 4K shares
$402K · 5K shares
$397K · 370 shares
$388K · 4K shares
$386K · 11K shares
$383K · 2K shares
$381K · 9K shares
$379K · 2K shares
$376K · 13K shares
$364K · 10K shares
$349K · 6K shares
$330K · 2K shares
$327K · 2K shares
$322K · 2K shares
$308K · 7K shares
$306K · 637 shares
$302K · 3K shares
$302K · 789 shares
$301K · 1K shares
$300K · 813 shares
$298K · 7K shares
$291K · 889 shares
$289K · 5K shares
$286K · 4K shares
$285K · 926 shares
$280K · 750 shares
$279K · 6K shares
$261K · 5K shares
$261K · 885 shares
$261K · 10K shares
$260K · 5K shares
$253K · 5K shares
$246K · 3K shares
$240K · 1K shares
$235K · 3K shares
$235K · 1K shares
$220K · 1K shares
$219K · 2K shares
$216K · 898 shares
$213K · 199 shares
$213K · 2K shares
$120K · 24K shares
$56K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 128 | $749.4M | 83.5% |
| Unknown | 12 | $48.8M | 5.4% |
| Technology | 24 | $43.1M | 4.8% |
| Consumer Cyclical | 8 | $13.3M | 1.5% |
| Communication Services | 6 | $13.3M | 1.5% |
| Industrials | 14 | $11.6M | 1.3% |
| Consumer Defensive | 7 | $6.6M | 0.7% |
| Healthcare | 9 | $6.0M | 0.7% |
| Energy | 4 | $2.6M | 0.3% |
| Utilities | 2 | $1.8M | 0.2% |
| Real Estate | 1 | $1.1M | 0.1% |