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 |
|---|---|---|---|---|---|
| 101 | ORCLORACLE CORP | 5,913 | $1.2B | 0.13% | |
| 102 | 8CWCROWN CASTLE INC | 12,931 | $1.1B | 0.13% | |
| 103 | TRVCCITIGROUP INC | 9,761 | $1.1B | 0.13% | |
| 104 | CEGCONSTELLATION ENERGY CORP | 3,140 | $1.1B | 0.12% | |
| 105 | CSCOCISCO SYS INC | 14,390 | $1.1B | 0.12% | |
| 106 | OREALTY INCOME CORP | 19,471 | $1.1B | 0.12% | |
| 107 | IBMINTERNATIONAL BUSINESS MACHS | 3,530 | $1.0B | 0.12% | |
| 108 | PCEFINVESCO EXCH TRADED FD TR II | 52,108 | $1.0B | 0.12% | |
| 109 | SDIVGLOBAL X FDS | 42,605 | $1.0B | 0.11% | |
| 110 | NWGNATWEST GROUP PLC | 58,058 | $1.0B | 0.11% | |
| 111 | AGOXSTARBOARD INVT TR | 34,901 | $996.0M | 0.11% | |
| 112 | DISDISNEY WALT CO | 8,641 | $983.0M | 0.11% | |
| 113 | LMTLOCKHEED MARTIN CORP | 1,981 | $958.0M | 0.11% | |
| 114 | NVSNNOVARTIS AG | 6,879 | $948.0M | 0.11% | |
| 115 | CALFPACER FDS TR | 21,387 | $948.0M | 0.11% | |
| 116 | XOMEXXON MOBIL CORP | 7,871 | $947.0M | 0.11% | |
| 117 | GDGENERAL DYNAMICS CORP | 2,770 | $932.0M | 0.10% | |
| 118 | PDOPIMCO DYNAMIC INCOME OPRNTS | 66,735 | $923.0M | 0.10% | |
| 119 | CRWDCROWDSTRIKE HLDGS INC | 1,967 | $922.0M | 0.10% | |
| 120 | METMETLIFE INC | 11,238 | $887.0M | 0.10% | |
| 121 | AGGYWISDOMTREE TR | 19,884 | $875.0M | 0.10% | |
| 122 | PDIPIMCO DYNAMIC INCOME FD | 49,159 | $870.0M | 0.10% | |
| 123 | XLGINVESCO EXCHANGE TRADED FD T | 14,581 | $864.0M | 0.10% | |
| 124 | SPGIS&P GLOBAL INC | 1,619 | $846.0M | 0.09% | |
| 125 | BUFQFIRST TR EXCHNG TRADED FD VI | 23,559 | $844.0M | 0.09% | |
| 126 | VLUEISHARES TR | 6,147 | $840.0M | 0.09% | |
| 127 | UPSUNITED PARCEL SERVICE INC | 8,466 | $839.0M | 0.09% | |
| 128 | IDVOAMPLIFY ETF TR | 21,715 | $832.0M | 0.09% | |
| 129 | CVXCHEVRON CORP NEW | 5,311 | $809.0M | 0.09% | |
| 130 | EMREMERSON ELEC CO | 6,044 | $802.0M | 0.09% | |
| 131 | CRTCDBX ETF TR | 21,823 | $800.0M | 0.09% | |
| 132 | WMTWALMART INC | 7,134 | $794.0M | 0.09% | |
| 133 | ADPAUTOMATIC DATA PROCESSING IN | 3,090 | $794.0M | 0.09% | |
| 134 | TTTRANE TECHNOLOGIES PLC | 2,016 | $784.0M | 0.09% | |
| 135 | IWFISHARES TR | 1,653 | $782.0M | 0.09% | |
| 136 | UBERUBER TECHNOLOGIES INC | 9,235 | $754.0M | 0.08% | |
| 137 | SOSOUTHERN CO | 8,437 | $735.0M | 0.08% | |
| 138 | CLCOLGATE PALMOLIVE CO | 9,277 | $733.0M | 0.08% | |
| 139 | DYNFBLACKROCK ETF TRUST | 11,765 | $715.0M | 0.08% | |
| 140 | BACVERIZON COMMUNICATIONS INC | 17,449 | $710.0M | 0.08% | |
| 141 | PRUPRUDENTIAL FINL INC | 6,289 | $709.0M | 0.08% | |
| 142 | AVIGAMERICAN CENTY ETF TR | 16,788 | $703.0M | 0.08% | |
| 143 | ETNEATON CORP PLC | 2,192 | $698.0M | 0.08% | |
| 144 | ACNACCENTURE PLC IRELAND | 2,588 | $694.0M | 0.08% | |
| 145 | IWCISHARES TR | 4,276 | $674.0M | 0.08% | |
| 146 | MOALTRIA GROUP INC | 11,495 | $662.0M | 0.07% | |
| 147 | SPTSSPDR SERIES TRUST | 22,572 | $660.0M | 0.07% | |
| 148 | MGVVANGUARD WORLD FD | 4,427 | $624.0M | 0.07% | |
| 149 | VVISA INC | 1,773 | $621.0M | 0.07% | |
| 150 | CASYCASEYS GEN STORES INC | 1,101 | $608.0M | 0.07% | |
| 151 | TMEDT ROWE PRICE ETF INC | 12,194 | $607.0M | 0.07% | |
| 152 | TXNTEXAS INSTRS INC | 3,416 | $592.0M | 0.07% | |
| 153 | MDTMEDTRONIC PLC | 6,128 | $588.0M | 0.07% | |
| 154 | ITWILLINOIS TOOL WKS INC | 2,345 | $577.0M | 0.06% | |
| 155 | DBGIDIGITAL BRANDS GROUP INC | 44,789 | $567.0M | 0.06% | |
| 156 | VLOVALERO ENERGY CORP | 3,450 | $561.0M | 0.06% | |
| 157 | PIIPOLARIS INC | 8,585 | $543.0M | 0.06% | |
| 158 | RTXRTX CORPORATION | 2,863 | $525.0M | 0.06% | |
| 159 | SLVISHARES SILVER TR | 8,149 | $524.0M | 0.06% | |
| 160 | ICEINTERCONTINENTAL EXCHANGE IN | 3,175 | $514.0M | 0.06% | |
| 161 | UBSIUNITED BANKSHARES INC WEST V | 12,954 | $497.0M | 0.06% | |
| 162 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,624 | $493.0M | 0.05% | |
| 163 | XLKSELECT SECTOR SPDR TR | 3,355 | $483.0M | 0.05% | |
| 164 | LMBSFIRST TR EXCHANGE-TRADED FD | 9,625 | $481.0M | 0.05% | |
| 165 | TQQQPROSHARES TR | 9,124 | $481.0M | 0.05% | |
| 166 | GQ9SPDR GOLD TR | 1,199 | $475.0M | 0.05% | |
| 167 | MRKMERCK & CO INC | 4,443 | $467.0M | 0.05% | |
| 168 | VUGVANGUARD INDEX FDS | 959 | $467.0M | 0.05% | |
| 169 | HIMSHIMS & HERS HEALTH INC | 14,238 | $462.0M | 0.05% | |
| 170 | IEIISHARES TR | 3,724 | $444.0M | 0.05% | |
| 171 | SRADSPORTRADAR GROUP AG | 18,547 | $440.0M | 0.05% | |
| 172 | MMM3M CO | 2,647 | $423.0M | 0.05% | |
| 173 | KMBKIMBERLY-CLARK CORP | 4,187 | $422.0M | 0.05% | |
| 174 | SHYISHARES TR | 4,866 | $402.0M | 0.04% | |
| 175 | LLYELI LILLY & CO | 370 | $397.0M | 0.04% | |
| 176 | AQLTISHARES TR | 4,345 | $388.0M | 0.04% | |
| 177 | HTDCORCEPT THERAPEUTICS INC | 11,094 | $386.0M | 0.04% | |
| 178 | VIGVANGUARD SPECIALIZED FUNDS | 1,745 | $383.0M | 0.04% | |
| 179 | PEOEXELON CORP | 8,745 | $381.0M | 0.04% | |
| 180 | COFCAPITAL ONE FINL CORP | 1,564 | $379.0M | 0.04% | |
| 181 | ANGLVANECK ETF TRUST | 12,830 | $376.0M | 0.04% | |
| 182 | TTDTHE TRADE DESK INC | 9,592 | $364.0M | 0.04% | |
| 183 | FAFFIRST AMERN FINL CORP | 5,693 | $349.0M | 0.04% | |
| 184 | AMDADVANCED MICRO DEVICES INC | 1,545 | $330.0M | 0.04% | |
| 185 | HONHONEYWELL INTL INC | 1,679 | $327.0M | 0.04% | |
| 186 | XMMOINVESCO EXCHANGE TRADED FD T | 2,328 | $322.0M | 0.04% | |
| 187 | XLUSELECT SECTOR SPDR TR | 7,230 | $308.0M | 0.03% | |
| 188 | DONSPDR DOW JONES INDL AVERAGE | 637 | $306.0M | 0.03% | |
| 189 | KLMNINVESCO EXCH TRADED FD TR II | 2,537 | $302.0M | 0.03% | |
| 190 | MSIMOTOROLA SOLUTIONS INC | 789 | $302.0M | 0.03% | |
| 191 | CAHCARDINAL HEALTH INC | 1,467 | $301.0M | 0.03% | |
| 192 | AXPAMERICAN EXPRESS CO | 813 | $300.0M | 0.03% | |
| 193 | FIXDFIRST TR EXCHNG TRADED FD VI | 6,724 | $298.0M | 0.03% | |
| 194 | AMGNAMGEN INC | 889 | $291.0M | 0.03% | |
| 195 | IGSBISHARES TR | 5,480 | $289.0M | 0.03% | |
| 196 | AKREPROFESIONALLY MANAGED PORTFO | 4,373 | $286.0M | 0.03% | |
| 197 | GEGE AEROSPACE | 926 | $285.0M | 0.03% | |
| 198 | IWBISHARES TR | 750 | $280.0M | 0.03% | |
| 199 | CGGRCAPITAL GROUP GROWTH ETF | 6,274 | $279.0M | 0.03% | |
| 200 | OGIGALPS ETF TR | 4,979 | $261.0M | 0.03% |