Goldstone Financial Group, LLC Q2 2025 Filing
Filed July 8, 2025
Portfolio Value
$757.1B
Holdings
206
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (206 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 145,499 | $83.7B | 11.05% | |
| 2 | NDQINVESCO QQQ TR | 61,653 | $34.3B | 4.53% | |
| 3 | BUFRFIRST TR EXCHNG TRADED FD VI | 1,013,599 | $32.5B | 4.29% | |
| 4 | VTVVANGUARD INDEX FDS | 162,490 | $29.2B | 3.86% | |
| 5 | JQUAJ P MORGAN EXCHANGE TRADED F | 478,203 | $29.1B | 3.84% | |
| 6 | JPIBJ P MORGAN EXCHANGE TRADED F | 459,330 | $22.3B | 2.94% | |
| 7 | IVVISHARES TR | 30,861 | $19.4B | 2.56% | |
| 8 | VTIVANGUARD INDEX FDS | 56,232 | $17.3B | 2.29% | |
| 9 | IUSGISHARES TR | 103,992 | $15.8B | 2.08% | |
| 10 | SPYGSPDR SERIES TRUST | 159,160 | $15.3B | 2.02% | |
| 11 | FNDASCHWAB STRATEGIC TR | 467,060 | $13.9B | 1.84% | |
| 12 | VOVANGUARD INDEX FDS | 46,558 | $13.2B | 1.74% | |
| 13 | CLOABLACKROCK ETF TRUST II | 245,747 | $12.7B | 1.68% | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 211,290 | $12.1B | 1.60% | |
| 15 | MOATVANECK ETF TRUST | 123,670 | $12.0B | 1.58% | |
| 16 | VRIGINVESCO ACTIVELY MANAGED EXC | 463,093 | $11.6B | 1.53% | |
| 17 | VIGIVANGUARD WHITEHALL FDS | 128,635 | $11.6B | 1.53% | |
| 18 | SPYVSPDR SERIES TRUST | 215,595 | $11.5B | 1.52% | |
| 19 | SPLBSPDR SERIES TRUST | 508,205 | $11.4B | 1.51% | |
| 20 | VCSHVANGUARD SCOTTSDALE FDS | 139,848 | $11.1B | 1.46% | |
| 21 | FBNDFIDELITY MERRIMACK STR TR | 240,066 | $11.0B | 1.45% | |
| 22 | JPSTJ P MORGAN EXCHANGE TRADED F | 208,909 | $10.5B | 1.39% | |
| 23 | SRLNSSGA ACTIVE ETF TR | 246,711 | $10.2B | 1.35% | |
| 24 | FTECFIDELITY COVINGTON TRUST | 50,065 | $10.0B | 1.33% | |
| 25 | FDLFIRST TR EXCHANGE-TRADED FD | 221,279 | $9.6B | 1.26% | |
| 26 | DONWISDOMTREE TR | 174,349 | $9.0B | 1.19% | |
| 27 | IWRISHARES TR | 90,984 | $8.5B | 1.13% | |
| 28 | JBNDJ P MORGAN EXCHANGE TRADED F | 154,474 | $8.2B | 1.08% | |
| 29 | VYMVANGUARD WHITEHALL FDS | 59,555 | $8.1B | 1.07% | |
| 30 | IGIBISHARES TR | 151,139 | $8.0B | 1.06% | |
| 31 | AAPLAPPLE INC | 37,354 | $8.0B | 1.05% | |
| 32 | UCONFIRST TR EXCHNG TRADED FD VI | 287,618 | $7.1B | 0.94% | |
| 33 | VEUVANGUARD INTL EQUITY INDEX F | 102,022 | $6.9B | 0.91% | |
| 34 | VPUVANGUARD WORLD FD | 37,508 | $6.6B | 0.88% | |
| 35 | MDYGSPDR SERIES TRUST | 74,658 | $6.6B | 0.87% | |
| 36 | NOBLPROSHARES TR | 61,155 | $6.3B | 0.83% | |
| 37 | SCHDSCHWAB STRATEGIC TR | 212,553 | $5.8B | 0.77% | |
| 38 | JPMJPMORGAN CHASE & CO. | 19,622 | $5.8B | 0.77% | |
| 39 | IWMISHARES TR | 24,601 | $5.5B | 0.72% | |
| 40 | SPYSPDR S&P 500 ETF TR | 8,508 | $5.3B | 0.70% | |
| 41 | NVDANVIDIA CORPORATION | 32,046 | $5.1B | 0.67% | |
| 42 | MSFTMICROSOFT CORP | 9,916 | $4.9B | 0.65% | |
| 43 | VFLOVICTORY PORTFOLIOS II | 133,646 | $4.8B | 0.63% | |
| 44 | SLYGSPDR SERIES TRUST | 45,591 | $4.1B | 0.55% | |
| 45 | IXUSISHARES TR | 52,418 | $4.1B | 0.54% | |
| 46 | QHYWISDOMTREE TR | 87,243 | $4.0B | 0.53% | |
| 47 | AMZNAMAZON COM INC | 17,563 | $3.9B | 0.52% | |
| 48 | RDVYFIRST TR EXCHANGE TRADED FD | 61,488 | $3.9B | 0.52% | |
| 49 | JEPIJ P MORGAN EXCHANGE TRADED F | 64,651 | $3.7B | 0.49% | |
| 50 | MAMASTERCARD INCORPORATED | 5,869 | $3.3B | 0.44% | |
| 51 | DGROISHARES TR | 48,807 | $3.2B | 0.42% | |
| 52 | SHYGISHARES TR | 72,235 | $3.1B | 0.41% | |
| 53 | KNGFIRST TR EXCHANGE-TRADED FD | 60,445 | $3.0B | 0.40% | |
| 54 | IJRISHARES TR | 26,062 | $2.9B | 0.39% | |
| 55 | DTHWISDOMTREE TR | 60,530 | $2.8B | 0.37% | |
| 56 | AVUVAMERICAN CENTY ETF TR | 26,804 | $2.5B | 0.34% | |
| 57 | JEPQJ P MORGAN EXCHANGE TRADED F | 46,330 | $2.5B | 0.33% | |
| 58 | GOOGLALPHABET INC | 13,561 | $2.4B | 0.32% | |
| 59 | HDVISHARES TR | 20,340 | $2.4B | 0.32% | |
| 60 | TSLATESLA INC | 7,269 | $2.3B | 0.30% | |
| 61 | USHYISHARES TR | 58,838 | $2.2B | 0.29% | |
| 62 | ISTBISHARES TR | 43,545 | $2.1B | 0.28% | |
| 63 | USFRWISDOMTREE TR | 41,417 | $2.1B | 0.28% | |
| 64 | VGTVANGUARD WORLD FD | 2,975 | $2.0B | 0.26% | |
| 65 | FNDESCHWAB STRATEGIC TR | 58,239 | $2.0B | 0.26% | |
| 66 | METAMETA PLATFORMS INC | 2,599 | $1.9B | 0.25% | |
| 67 | VRPINVESCO EXCH TRADED FD TR II | 74,809 | $1.8B | 0.24% | |
| 68 | ABBVABBVIE INC | 8,859 | $1.7B | 0.22% | |
| 69 | ILTBISHARES TR | 32,939 | $1.6B | 0.21% | |
| 70 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,166 | $1.5B | 0.20% | |
| 71 | BACBANK AMERICA CORP | 30,441 | $1.5B | 0.20% | |
| 72 | JCPBJ P MORGAN EXCHANGE TRADED F | 31,489 | $1.5B | 0.19% | |
| 73 | AVGOBROADCOM INC | 5,273 | $1.5B | 0.19% | |
| 74 | QQQHNEOS ETF TRUST | 26,930 | $1.4B | 0.19% | |
| 75 | SCHESCHWAB STRATEGIC TR | 45,818 | $1.4B | 0.18% | |
| 76 | VDEVANGUARD WORLD FD | 11,216 | $1.4B | 0.18% | |
| 77 | CATCATERPILLAR INC | 3,430 | $1.4B | 0.18% | |
| 78 | PGPROCTER AND GAMBLE CO | 8,426 | $1.4B | 0.18% | |
| 79 | ORCLORACLE CORP | 5,646 | $1.3B | 0.18% | |
| 80 | NFLXNETFLIX INC | 1,032 | $1.3B | 0.18% | |
| 81 | ABTABBOTT LABS | 9,884 | $1.3B | 0.18% | |
| 82 | USMVISHARES TR | 14,016 | $1.3B | 0.17% | |
| 83 | EMBISHARES TR | 13,674 | $1.3B | 0.17% | |
| 84 | GSLCGOLDMAN SACHS ETF TR | 10,088 | $1.2B | 0.16% | |
| 85 | MCDMCDONALDS CORP | 4,060 | $1.2B | 0.16% | |
| 86 | PEPPEPSICO INC | 8,723 | $1.2B | 0.16% | |
| 87 | CMECME GROUP INC | 4,257 | $1.2B | 0.16% | |
| 88 | HDHOME DEPOT INC | 3,127 | $1.2B | 0.15% | |
| 89 | UPSUNITED PARCEL SERVICE INC | 10,848 | $1.1B | 0.15% | |
| 90 | GSGOLDMAN SACHS GROUP INC | 1,531 | $1.1B | 0.15% | |
| 91 | NUGONUSHARES ETF TR | 30,115 | $1.1B | 0.14% | |
| 92 | AGOXSTARBOARD INVT TR | 36,884 | $1.1B | 0.14% | |
| 93 | TAT&T INC | 37,802 | $1.1B | 0.14% | |
| 94 | CGDGCAPITAL GROUP DIVIDEND VALUE | 26,494 | $1.1B | 0.14% | |
| 95 | CEGCONSTELLATION ENERGY CORP | 3,406 | $1.1B | 0.14% | |
| 96 | COSTCOSTCO WHSL CORP NEW | 1,070 | $1.1B | 0.14% | |
| 97 | PCEFINVESCO EXCH TRADED FD TR II | 53,404 | $1.1B | 0.14% | |
| 98 | SDIVGLOBAL X FDS | 44,451 | $1.0B | 0.13% | |
| 99 | DWDMORGAN STANLEY | 7,013 | $1.0B | 0.13% | |
| 100 | KLMNINVESCO EXCH TRADED FD TR II | 8,882 | $999.3M | 0.13% |
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