Goldstone Financial Group, LLC

Est. AUM

$921.9M

13F long equity only

Positions

227

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$120.2M	201,197	13.04%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$39.7M	68,728	4.30%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$37.8M	192,544	4.10%	SOLE
4	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$35.6M	580,418	3.86%	SOLE
5	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$34.8M	1,029,244	3.77%	SOLE
6	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$25.8M	538,595	2.79%	SOLE
7	ISHARES TR	CORE S&P US GWT	$21.0M	135,505	2.28%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$18.7M	58,208	2.03%	SOLE
9	VANGUARD INDEX FDS	MID CAP ETF	$18.4M	64,025	1.99%	SOLE
10	FIDELITY COVINGTON TRUST	SML MID MLTFCT	$16.0M	357,873	1.74%	SOLE
11	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$16.0M	249,586	1.73%	SOLE
12	BLACKROCK ETF TRUST II	ISHARES AAA CLO	$15.8M	303,923	1.71%	SOLE
13	APPLE INC	COM	$15.4M	60,670	1.67%	SOLE
14	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$14.9M	327,345	1.62%	SOLE
15	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$14.4M	442,767	1.56%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$14.2M	21,676	1.54%	SOLE
17	FIRST TR EXCHANGE-TRADED FD	SHS	$13.9M	274,094	1.51%	SOLE
18	VANECK ETF TRUST	MRNGSTR WDE MOAT	$12.6M	130,566	1.37%	SOLE
19	VANGUARD WHITEHALL FDS	INTL DVD ETF	$12.5M	141,661	1.36%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$12.3M	552,122	1.33%	SOLE
21	SSGA ACTIVE ETF TR	STATE STREET BLA	$11.1M	276,883	1.21%	SOLE
22	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$10.3M	191,045	1.11%	SOLE
23	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$9.8M	193,368	1.06%	SOLE
24	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$9.8M	65,888	1.06%	SOLE
25	VANGUARD WORLD FD	UTILITIES ETF	$9.6M	48,541	1.04%	SOLE
26	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$9.2M	44,288	1.00%	SOLE
27	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$8.8M	110,505	0.95%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$8.6M	87,984	0.93%	SOLE
29	WISDOMTREE TR	US MIDCAP DIVID	$8.5M	161,651	0.92%	SOLE
30	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$8.3M	59,733	0.90%	SOLE
31	ISHARES TR	ISHS 5-10YR INVT	$8.3M	155,091	0.90%	SOLE
32	ISHARES TR	GLOBAL EQUITY	$8.1M	156,366	0.88%	SOLE
33	SPDR INDEX SHS FDS	STATE STREET SPD	$8.1M	107,596	0.88%	SOLE
34	ISHARES TR	GLOBAL 100 ETF	$8.1M	67,034	0.88%	SOLE
35	INVESTMENT MANAGERS SER TR I	FPA GBL EQTY ETF	$8.1M	222,718	0.88%	SOLE
36	NVIDIA CORPORATION	COM	$7.9M	45,458	0.86%	SOLE
37	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$7.8M	103,907	0.85%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$7.5M	132,057	0.81%	SOLE
39	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.4M	240,684	0.80%	SOLE
40	PROSHARES TR	S&P 500 DV ARIST	$7.1M	67,060	0.77%	SOLE
41	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$6.3M	254,748	0.68%	SOLE
42	BROADCOM INC	COM	$5.8M	18,828	0.63%	SOLE
43	JPMORGAN CHASE & CO	COM	$5.8M	19,666	0.63%	SOLE
44	ISHARES TR	RUS MID CAP ETF	$5.7M	58,751	0.62%	SOLE
45	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.5M	8,421	0.59%	SOLE
46	VICTORY PORTFOLIOS II	SHARES FREE CASH	$4.9M	124,360	0.53%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$4.6M	47,732	0.50%	SOLE
48	ALPHABET INC	CAP STK CL A	$4.4M	15,449	0.48%	SOLE
49	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$4.4M	64,451	0.48%	SOLE
50	VANGUARD INDEX FDS	SMALL CP ETF	$4.2M	16,211	0.46%	SOLE

1–50 of 227

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.