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)

#StockSharesValue% PortfolioType
201
ADSKAUTODESK INC
885$261.0M0.03%
202
ICLOINVESCO ACTIVELY MANAGED EXC
10,228$261.0M0.03%
203
USFRWISDOMTREE TR
5,168$260.0M0.03%
204
JAAAJANUS DETROIT STR TR
5,007$253.0M0.03%
205
TMFCRBB FD INC
3,429$246.0M0.03%
206
JNJJOHNSON & JOHNSON
1,164$240.0M0.03%
207
SHELSHELL PLC
3,202$235.0M0.03%
208
ALSALLSTATE CORP
1,133$235.0M0.03%
209
PLTRPALANTIR TECHNOLOGIES INC
1,242$220.0M0.02%
210
TIPISHARES TR
1,999$219.0M0.02%
211
LOWLOWES COS INC
898$216.0M0.02%
212
ASMLASML HOLDING N V
199$213.0M0.02%
213
SUBISHARES TR
1,998$213.0M0.02%
214
SP4PACHIEVE LIFE SCIENCES INC
24,163$120.0M0.01%
215
MPTMEDICAL PPTYS TRUST INC
11,271$56.0M0.01%
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