Goldstone Financial Group, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$897.7B
Holdings
215
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (215 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 161,267 | $101.1B | 11.27% | |
| 2 | NDQINVESCO QQQ TR | 65,394 | $39.9B | 4.45% | Call |
| 3 | BUFRFIRST TR EXCHNG TRADED FD VI | 1,068,841 | $36.6B | 4.08% | |
| 4 | VTVVANGUARD INDEX FDS | 180,685 | $34.5B | 3.84% | |
| 5 | JQUAJ P MORGAN EXCHANGE TRADED F | 528,436 | $33.4B | 3.72% | |
| 6 | JPIBJ P MORGAN EXCHANGE TRADED F | 540,665 | $26.3B | 2.93% | |
| 7 | IVVISHARES TR | 32,063 | $22.0B | 2.45% | |
| 8 | VTIVANGUARD INDEX FDS | 59,151 | $19.8B | 2.21% | |
| 9 | IUSGISHARES TR | 113,470 | $19.1B | 2.12% | |
| 10 | VOVANGUARD INDEX FDS | 55,633 | $16.1B | 1.80% | |
| 11 | FNDASCHWAB STRATEGIC TR | 502,470 | $15.8B | 1.76% | |
| 12 | SPYGSPDR SERIES TRUST | 146,315 | $15.6B | 1.74% | |
| 13 | FSMDFIDELITY COVINGTON TRUST | 335,403 | $14.8B | 1.65% | |
| 14 | VIGIVANGUARD WHITEHALL FDS | 160,613 | $14.7B | 1.64% | |
| 15 | SPLBSPDR SERIES TRUST | 631,591 | $14.3B | 1.59% | |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 227,824 | $14.2B | 1.59% | |
| 17 | MOATVANECK ETF TRUST | 133,918 | $13.9B | 1.54% | |
| 18 | CLOABLACKROCK ETF TRUST II | 264,084 | $13.7B | 1.52% | |
| 19 | FDLFIRST TR EXCHANGE-TRADED FD | 303,454 | $13.5B | 1.50% | |
| 20 | AAPLAPPLE INC | 48,339 | $13.1B | 1.46% | |
| 21 | FBNDFIDELITY MERRIMACK STR TR | 276,703 | $12.7B | 1.42% | |
| 22 | SPYVSPDR SERIES TRUST | 205,551 | $11.7B | 1.30% | |
| 23 | FTECFIDELITY COVINGTON TRUST | 51,948 | $11.7B | 1.30% | |
| 24 | SRLNSSGA ACTIVE ETF TR | 282,143 | $11.6B | 1.30% | |
| 25 | JPSTJ P MORGAN EXCHANGE TRADED F | 218,918 | $11.1B | 1.23% | |
| 26 | DONWISDOMTREE TR | 204,908 | $10.6B | 1.18% | |
| 27 | JBNDJ P MORGAN EXCHANGE TRADED F | 195,217 | $10.6B | 1.18% | |
| 28 | VYMVANGUARD WHITEHALL FDS | 67,617 | $9.7B | 1.08% | |
| 29 | VPUVANGUARD WORLD FD | 51,337 | $9.5B | 1.06% | |
| 30 | VEUVANGUARD INTL EQUITY INDEX F | 127,849 | $9.4B | 1.05% | |
| 31 | IWRISHARES TR | 94,202 | $9.1B | 1.01% | |
| 32 | VCSHVANGUARD SCOTTSDALE FDS | 112,279 | $9.0B | 1.00% | |
| 33 | NVDANVIDIA CORPORATION | 45,450 | $8.5B | 0.94% | |
| 34 | IGIBISHARES TR | 157,173 | $8.5B | 0.94% | |
| 35 | UCONFIRST TR EXCHNG TRADED FD VI | 313,723 | $7.9B | 0.88% | |
| 36 | MDYGSPDR SERIES TRUST | 80,643 | $7.5B | 0.83% | |
| 37 | SCHDSCHWAB STRATEGIC TR | 255,581 | $7.0B | 0.78% | |
| 38 | NOBLPROSHARES TR | 66,614 | $6.9B | 0.77% | |
| 39 | VFLOVICTORY PORTFOLIOS II | 169,400 | $6.7B | 0.74% | |
| 40 | JPMJPMORGAN CHASE & CO. | 20,351 | $6.6B | 0.73% | |
| 41 | SPYSPDR S&P 500 ETF TR | 9,147 | $6.1B | 0.68% | Call |
| 42 | IWMISHARES TR | 24,094 | $5.9B | 0.66% | |
| 43 | IXUSISHARES TR | 68,721 | $5.8B | 0.65% | |
| 44 | MSFTMICROSOFT CORP | 11,605 | $5.6B | 0.63% | |
| 45 | GOOGLALPHABET INC | 15,920 | $5.0B | 0.56% | |
| 46 | RDVYFIRST TR EXCHANGE TRADED FD | 70,452 | $4.9B | 0.55% | |
| 47 | AMZNAMAZON COM INC | 20,488 | $4.7B | 0.53% | |
| 48 | SLYGSPDR SERIES TRUST | 47,519 | $4.5B | 0.50% | |
| 49 | DGROISHARES TR | 62,839 | $4.4B | 0.49% | |
| 50 | QHYWISDOMTREE TR | 87,612 | $4.1B | 0.45% | |
| 51 | TSLATESLA INC | 8,283 | $3.7B | 0.41% | Call |
| 52 | KNGFIRST TR EXCHANGE-TRADED FD | 69,268 | $3.4B | 0.38% | |
| 53 | USHYISHARES TR | 85,343 | $3.2B | 0.36% | |
| 54 | VRIGINVESCO ACTIVELY MANAGED EXC | 122,973 | $3.1B | 0.34% | |
| 55 | VGTVANGUARD WORLD FD | 4,059 | $3.1B | 0.34% | |
| 56 | DTHWISDOMTREE TR | 58,615 | $3.0B | 0.34% | |
| 57 | JEPIJ P MORGAN EXCHANGE TRADED F | 50,822 | $2.9B | 0.32% | |
| 58 | METAMETA PLATFORMS INC | 4,249 | $2.8B | 0.31% | |
| 59 | IJRISHARES TR | 23,150 | $2.8B | 0.31% | |
| 60 | FTHIFIRST TR EXCHANGE TRADED FD | 117,543 | $2.8B | 0.31% | |
| 61 | AVUVAMERICAN CENTY ETF TR | 26,853 | $2.7B | 0.31% | |
| 62 | JEPQJ P MORGAN EXCHANGE TRADED F | 46,087 | $2.7B | 0.30% | |
| 63 | FNDESCHWAB STRATEGIC TR | 73,387 | $2.6B | 0.29% | |
| 64 | SCHESCHWAB STRATEGIC TR | 78,642 | $2.6B | 0.29% | |
| 65 | MAMASTERCARD INCORPORATED | 4,410 | $2.5B | 0.28% | |
| 66 | CATCATERPILLAR INC | 4,380 | $2.5B | 0.28% | |
| 67 | HDVISHARES TR | 20,349 | $2.5B | 0.28% | |
| 68 | BACBANK AMERICA CORP | 42,923 | $2.4B | 0.26% | |
| 69 | NUGONUSHARES ETF TR | 53,427 | $2.1B | 0.24% | |
| 70 | OMFLINVESCO EXCH TRD SLF IDX FD | 33,896 | $2.1B | 0.23% | |
| 71 | ABBVABBVIE INC | 9,050 | $2.1B | 0.23% | |
| 72 | AVGOBROADCOM INC | 5,889 | $2.0B | 0.23% | |
| 73 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,928 | $2.0B | 0.22% | |
| 74 | EMBISHARES TR | 19,651 | $1.9B | 0.21% | |
| 75 | MUMICRON TECHNOLOGY INC | 6,571 | $1.9B | 0.21% | |
| 76 | ISTBISHARES TR | 38,403 | $1.9B | 0.21% | |
| 77 | GOOGALPHABET INC | 5,685 | $1.8B | 0.20% | |
| 78 | ILTBISHARES TR | 35,048 | $1.7B | 0.19% | |
| 79 | CGDGCAPITAL GROUP DIVIDEND VALUE | 39,465 | $1.7B | 0.19% | |
| 80 | VDEVANGUARD WORLD FD | 13,353 | $1.7B | 0.19% | |
| 81 | CIBRFIRST TR EXCHANGE TRADED FD | 22,980 | $1.6B | 0.18% | |
| 82 | ARTYISHARES TR | 32,540 | $1.6B | 0.17% | |
| 83 | HDHOME DEPOT INC | 4,433 | $1.5B | 0.17% | |
| 84 | QQQJINVESCO EXCH TRADED FD TR II | 40,955 | $1.5B | 0.17% | |
| 85 | DWDMORGAN STANLEY | 8,468 | $1.5B | 0.17% | |
| 86 | PGPROCTER AND GAMBLE CO | 10,416 | $1.5B | 0.17% | |
| 87 | NFLXNETFLIX INC | 15,449 | $1.4B | 0.16% | |
| 88 | QQQHNEOS ETF TRUST | 26,029 | $1.4B | 0.16% | |
| 89 | MCDMCDONALDS CORP | 4,623 | $1.4B | 0.16% | |
| 90 | GSGOLDMAN SACHS GROUP INC | 1,578 | $1.4B | 0.15% | |
| 91 | JCPBJ P MORGAN EXCHANGE TRADED F | 29,115 | $1.4B | 0.15% | |
| 92 | PEPPEPSICO INC | 8,977 | $1.3B | 0.14% | |
| 93 | USMVISHARES TR | 13,403 | $1.3B | 0.14% | |
| 94 | TAT&T INC | 50,767 | $1.3B | 0.14% | |
| 95 | AMATAPPLIED MATLS INC | 4,892 | $1.3B | 0.14% | |
| 96 | GSLCGOLDMAN SACHS ETF TR | 9,395 | $1.2B | 0.14% | |
| 97 | ABTABBOTT LABS | 9,880 | $1.2B | 0.14% | |
| 98 | COSTCOSTCO WHSL CORP NEW | 1,393 | $1.2B | 0.13% | |
| 99 | CMECME GROUP INC | 4,266 | $1.2B | 0.13% | |
| 100 | BABOEING CO | 5,359 | $1.2B | 0.13% |
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