StockDriftsStockDriftsTop 50 Goldstone Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.45% | 230.1K | $158.1M | +14.39%(+28.95K) | $479.83(+48.18%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.55% | 67.6K | $49.8M | -1.57%(-1.08K) | $362.95(+98.60%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.68% | 556.4K | $40.2M | -4.14%(-24.03K) | $49.16(+51.82%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.59% | 180.1K | $39.2M | -6.48%(-12.47K) | $160.12(+41.03%) | 2026-06-30 | |
| IUSG | ISHARES TR | 2.54% | 147.9K | $27.8M | +9.17%(+12.43K) | $117.95(+64.25%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.54% | 760.4K | $27.8M | -26.12%(-268.88K) | $27.13(+37.59%) | 2026-06-30 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 2.5% | 566.4K | $27.4M | +5.16%(+27.77K) | $48.32(-0.76%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 1.86% | 130.0K | $20.4M | +117.57%(+70.23K) | $142.87(+12.99%) | 2026-06-30 | |
| GLOF | ISHARES TR | 1.82% | 338.7K | $19.9M | +116.63%(+182.38K) | $51.31(+18.76%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 1.81% | 246.4K | $19.9M | -3.80%(-9.73K) | $62.47(+32.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.58% | +46.54% | — | — | +52.52% |
| Top 20 Holdings Unweighted | +11.32% | +37.93% | — | — | +42.03% |
Goldstone Financial Group LLC reports $1.09B in US-listed equity holdings across 240 positions in its most recent 13F filing. Its largest disclosed positions are VOO (14.4%), QQQ (4.5%) and JQUA (3.7%). The top 20 holdings account for 56.13% of reported assets. Its disclosed equity book has returned +46.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Goldstone Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2040021). View Goldstone Financial Group LLC’s 13F filings on SEC