Goldstone Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Goldstone Financial Group, LLC held in its portfolio 209 assets valued at $897,669,214 (i.e. $897.67M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($101.14M), SPDR SERIES TRUST ($54.14M), and INVESCO QQQ TR ($39.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 209 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Goldstone Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 161267 | 101135564 | S&P 500 ETF SHS |
| SPDR SERIES TRUST | 1134191 | 54141053 | STATE STREET SPD |
| INVESCO QQQ TR | 65394 | 39943058 | UNIT SER 1 |
| FIRST TR EXCHNG TRADED FD VI | 1092400 | 37462848 | FT VEST LADDERED |
| VANGUARD INDEX FDS | 180685 | 34509082 | VALUE ETF |
| J P MORGAN EXCHANGE TRADED F | 528436 | 33386601 | US QUALTY FCTR |
| J P MORGAN EXCHANGE TRADED F | 540665 | 26330396 | INTL BD OPP ETF |
| ISHARES TR | 32063 | 21961016 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 59151 | 19831528 | TOTAL STK MKT |
| ISHARES TR | 113470 | 19056092 | CORE S&P US GWT |
| VANGUARD INDEX FDS | 55633 | 16145716 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 502470 | 15832844 | FUNDAMENTAL US S |
| FIDELITY COVINGTON TRUST | 335403 | 14801345 | SML MID MLTFCT |
| VANGUARD WHITEHALL FDS | 160613 | 14688045 | INTL DVD ETF |
| VANGUARD TAX-MANAGED FDS | 227824 | 14232134 | VAN FTSE DEV MKT |
| VANECK ETF TRUST | 133918 | 13868570 | MRNGSTR WDE MOAT |
| BLACKROCK ETF TRUST II | 264084 | 13664900 | ISHARES AAA CLO |
| FIRST TR EXCHANGE-TRADED FD | 303454 | 13455136 | SHS |
| APPLE INC | 48339 | 13141505 | COM |
| FIDELITY MERRIMACK STR TR | 276703 | 12739397 | TOTAL BD ETF |
| FIDELITY COVINGTON TRUST | 51948 | 11671132 | MSCI INFO TECH I |
| SSGA ACTIVE ETF TR | 282143 | 11644031 | STATE STREET BLA |
| J P MORGAN EXCHANGE TRADED F | 218918 | 11075056 | ULTRA SHRT ETF |
| WISDOMTREE TR | 204908 | 10573260 | US MIDCAP DIVID |
| J P MORGAN EXCHANGE TRADED F | 195217 | 10555405 | ACTIVE BOND ETF |
| VANGUARD WHITEHALL FDS | 67617 | 9704459 | HIGH DIV YLD |
| VANGUARD WORLD FD | 51337 | 9499311 | UTILITIES ETF |
| VANGUARD INTL EQUITY INDEX F | 127849 | 9404596 | ALLWRLD EX US |
| ISHARES TR | 94202 | 9068783 | RUS MID CAP ETF |
| VANGUARD SCOTTSDALE FDS | 112279 | 8952023 | SHRT TRM CORP BD |
| NVIDIA CORPORATION | 45450 | 8476483 | COM |
| ISHARES TR | 157173 | 8468480 | ISHS 5-10YR INVT |
| FIRST TR EXCHNG TRADED FD VI | 313723 | 7896397 | SMITH UNCONSTRAI |
| SCHWAB STRATEGIC TR | 255581 | 7010593 | US DIVIDEND EQ |
| PROSHARES TR | 66614 | 6932468 | S&P 500 DV ARIST |
| VICTORY PORTFOLIOS II | 169400 | 6670963 | SHARES FREE CASH |
| JPMORGAN CHASE & CO. | 20351 | 6557616 | COM |
| SPDR S&P 500 ETF TR | 9147 | 6075232 | TR UNIT |
| ISHARES TR | 24094 | 5930979 | RUSSELL 2000 ETF |
| ISHARES TR | 68721 | 5816564 | CORE MSCI TOTAL |
| MICROSOFT CORP | 11605 | 5612373 | COM |
| ALPHABET INC | 15920 | 4983079 | CAP STK CL A |
| FIRST TR EXCHANGE TRADED FD | 70452 | 4894288 | RISNG DIVD ACHIV |
| AMAZON COM INC | 20488 | 4729069 | COM |
| ISHARES TR | 62839 | 4362253 | CORE DIV GRWTH |
| WISDOMTREE TR | 87612 | 4068718 | US HGH YLD CORP |
| TESLA INC | 8283 | 3667029 | COM |
| FIRST TR EXCHANGE-TRADED FD | 69268 | 3404500 | FT VEST S&P 500 |
| ISHARES TR | 85343 | 3191395 | BROAD USD HIGH |
| INVESCO ACTIVELY MANAGED EXC | 122973 | 3086627 | VAR RATE INVT |
| VANGUARD WORLD FD | 4059 | 3059674 | INF TECH ETF |
| WISDOMTREE TR | 58615 | 3024782 | ITL HIGH DIV FD |
| J P MORGAN EXCHANGE TRADED F | 50822 | 2909044 | EQUITY PREMIUM |
| META PLATFORMS INC | 4249 | 2804758 | CL A |
| ISHARES TR | 23150 | 2782172 | CORE S&P SCP ETF |
| FIRST TR EXCHANGE TRADED FD | 117543 | 2776377 | BUYWRIT INCM ETF |
| AMERICAN CENTY ETF TR | 26853 | 2738425 | US SML CP VALU |
| J P MORGAN EXCHANGE TRADED F | 46087 | 2678587 | NASDAQ EQT PREM |
| SCHWAB STRATEGIC TR | 73387 | 2646328 | FUNDAMENTAL EMER |
| SCHWAB STRATEGIC TR | 78642 | 2575534 | EMRG MKTEQ ETF |
| MASTERCARD INCORPORATED | 4410 | 2517817 | CL A |
| CATERPILLAR INC | 4380 | 2508913 | COM |
| ISHARES TR | 20349 | 2474591 | CORE HIGH DV ETF |
| BANK AMERICA CORP | 42923 | 2360750 | COM |
| NUSHARES ETF TR | 53427 | 2124258 | GET OPP ETF |
| INVESCO EXCH TRD SLF IDX FD | 33896 | 2072049 | RUSL 1000 DYNM |
| ABBVIE INC | 9050 | 2067857 | COM |
| BROADCOM INC | 5889 | 2038300 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3928 | 1974203 | CL B NEW |
| ISHARES TR | 19651 | 1891960 | JPMORGAN USD EMG |
| MICRON TECHNOLOGY INC | 6571 | 1875478 | COM |
| ISHARES TR | 38403 | 1872163 | CORE 1 5 YR USD |
| ALPHABET INC | 5685 | 1784082 | CAP STK CL C |
| ISHARES TR | 35048 | 1741862 | CORE LT USDB ETF |
| CAPITAL GROUP DIVIDEND VALUE | 39465 | 1722242 | SHS CREATION UNI |
| VANGUARD WORLD FD | 13353 | 1681372 | ENERGY ETF |
| FIRST TR EXCHANGE TRADED FD | 22980 | 1641898 | NASDAQ CYB ETF |
| ISHARES TR | 32540 | 1567764 | FUTURE AI & TECH |
| HOME DEPOT INC | 4433 | 1525299 | COM |
| INVESCO EXCH TRADED FD TR II | 40955 | 1509196 | NASDAQNXTGEN100 |
| MORGAN STANLEY | 8468 | 1503326 | COM NEW |
| PROCTER AND GAMBLE CO | 10416 | 1492700 | COM |
| NETFLIX INC | 15449 | 1448498 | COM |
| NEOS ETF TRUST | 26029 | 1413456 | NASDAQ 100 HDGD |
| MCDONALDS CORP | 4623 | 1412790 | COM |
| GOLDMAN SACHS GROUP INC | 1578 | 1387225 | COM |
| J P MORGAN EXCHANGE TRADED F | 29115 | 1378605 | CORE PLUS BD ETF |
| PEPSICO INC | 8977 | 1288337 | COM |
| ISHARES TR | 13403 | 1262006 | MSCI USA MIN VOL |
| AT&T INC | 50767 | 1261042 | COM |
| APPLIED MATLS INC | 4892 | 1257296 | COM |
| GOLDMAN SACHS ETF TR | 9395 | 1243586 | ACTIVEBETA US LG |
| ABBOTT LABS | 9880 | 1237901 | COM |
| COSTCO WHSL CORP NEW | 1393 | 1201524 | COM |
| CME GROUP INC | 4266 | 1164978 | COM |
| BOEING CO | 5359 | 1163564 | COM |
| ORACLE CORP | 5913 | 1152490 | COM |
| CROWN CASTLE INC | 12931 | 1149213 | COM |
| CITIGROUP INC | 9761 | 1139059 | COM NEW |
| CONSTELLATION ENERGY CORP | 3140 | 1109226 | COM |
| CISCO SYS INC | 14390 | 1108471 | COM |
| REALTY INCOME CORP | 19471 | 1097595 | COM |
| INTERNATIONAL BUSINESS MACHS | 3530 | 1045736 | COM |
| INVESCO EXCH TRADED FD TR II | 52108 | 1035902 | CEF INM COMPSI |
| GLOBAL X FDS | 42605 | 1023808 | SUPERDIVIDEND |
| NATWEST GROUP PLC | 58058 | 1016009 | SPONS ADR |
| STARBOARD INVT TR | 34901 | 996762 | ADAPTIVE ALPHA |
| DISNEY WALT CO | 8641 | 983040 | COM |
| LOCKHEED MARTIN CORP | 1981 | 958083 | COM |
| PACER FDS TR | 21387 | 948963 | US SMALL CAP CAS |
| NOVARTIS AG | 6879 | 948423 | SPONSORED ADR |
| EXXON MOBIL CORP | 7871 | 947205 | COM |
| GENERAL DYNAMICS CORP | 2770 | 932650 | COM |
| PIMCO DYNAMIC INCOME OPRNTS | 66735 | 923618 | COM BEN SHS |
| CROWDSTRIKE HLDGS INC | 1967 | 922088 | CL A |
| METLIFE INC | 11238 | 887102 | COM |
| WISDOMTREE TR | 19884 | 875888 | YIELD ENHANCD US |
| PIMCO DYNAMIC INCOME FD | 49159 | 870608 | SHS |
| INVESCO EXCHANGE TRADED FD T | 14581 | 864385 | S&P 500 TOP 50 |
| S&P GLOBAL INC | 1619 | 846315 | COM |
| ISHARES TR | 6147 | 840511 | MSCI USA VALUE |
| UNITED PARCEL SERVICE INC | 8466 | 839779 | CL B |
| AMPLIFY ETF TR | 21715 | 832789 | CWP INTL ENHANCE |
| CHEVRON CORP NEW | 5311 | 809439 | COM |
| EMERSON ELEC CO | 6044 | 802176 | COM |
| DBX ETF TR | 21823 | 800016 | XTRACKERS US NAT |
| WALMART INC | 7134 | 794796 | COM |
| AUTOMATIC DATA PROCESSING IN | 3090 | 794727 | COM |
| TRANE TECHNOLOGIES PLC | 2016 | 784454 | SHS |
| ISHARES TR | 1653 | 782407 | RUS 1000 GRW ETF |
| UBER TECHNOLOGIES INC | 9235 | 754567 | COM |
| SOUTHERN CO | 8437 | 735674 | COM |
| COLGATE PALMOLIVE CO | 9277 | 733097 | COM |
| BLACKROCK ETF TRUST | 11765 | 715430 | ISHARES US EQUIT |
| VERIZON COMMUNICATIONS INC | 17449 | 710704 | COM |
| PRUDENTIAL FINL INC | 6289 | 709957 | COM |
| AMERICAN CENTY ETF TR | 16788 | 703786 | AVANTIS CORE FI |
| EATON CORP PLC | 2192 | 698121 | SHS |
| ACCENTURE PLC IRELAND | 2588 | 694234 | SHS CLASS A |
| ISHARES TR | 4276 | 674325 | MICRO-CAP ETF |
| ALTRIA GROUP INC | 11495 | 662792 | COM |
| VANGUARD WORLD FD | 4427 | 624943 | MEGA CAP VAL ETF |
| VISA INC | 1773 | 621880 | COM CL A |
| CASEYS GEN STORES INC | 1101 | 608534 | COM |
| T ROWE PRICE ETF INC | 12194 | 607993 | PRICE BLUE CHIP |
| TEXAS INSTRS INC | 3416 | 592628 | COM |
| MEDTRONIC PLC | 6128 | 588637 | SHS |
| ILLINOIS TOOL WKS INC | 2345 | 577643 | COM |
| DIGITAL BRANDS GROUP INC | 44789 | 567925 | COM NEW |
| VALERO ENERGY CORP | 3450 | 561575 | COM |
| POLARIS INC | 8585 | 543024 | COM |
| RTX CORPORATION | 2863 | 525045 | COM |
| ISHARES SILVER TR | 8149 | 524959 | ISHARES |
| INTERCONTINENTAL EXCHANGE IN | 3175 | 514214 | COM |
| UNITED BANKSHARES INC WEST V | 12954 | 497448 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1624 | 493660 | SPONSORED ADS |
| SELECT SECTOR SPDR TR | 3355 | 483019 | STATE STREET TEC |
| FIRST TR EXCHANGE-TRADED FD | 9625 | 481148 | FST LOW OPPT EFT |
| PROSHARES TR | 9124 | 481037 | ULTRAPRO QQQ |
| SPDR GOLD TR | 1199 | 475176 | GOLD SHS |
| VANGUARD INDEX FDS | 959 | 467736 | GROWTH ETF |
| MERCK & CO INC | 4443 | 467628 | COM |
| HIMS & HERS HEALTH INC | 14238 | 462308 | COM CL A |
| ISHARES TR | 3724 | 444464 | 3 7 YR TREAS BD |
| SPORTRADAR GROUP AG | 18547 | 440862 | CLASS A ORD SHS |
| 3M CO | 2647 | 423732 | COM |
| KIMBERLY-CLARK CORP | 4187 | 422472 | COM |
| ISHARES TR | 4866 | 402993 | 1 3 YR TREAS BD |
| ELI LILLY & CO | 370 | 397371 | COM |
| ISHARES TR | 4345 | 388726 | CORE MSCI EAFE |
| CORCEPT THERAPEUTICS INC | 11094 | 386071 | COM |
| VANGUARD SPECIALIZED FUNDS | 1745 | 383617 | DIV APP ETF |
| EXELON CORP | 8745 | 381207 | COM |
| CAPITAL ONE FINL CORP | 1564 | 379005 | COM |
| VANECK ETF TRUST | 12830 | 376746 | FALLEN ANGEL HG |
| THE TRADE DESK INC | 9592 | 364112 | COM CL A |
| FIRST AMERN FINL CORP | 5693 | 349764 | COM |
| ADVANCED MICRO DEVICES INC | 1545 | 330856 | COM |
| HONEYWELL INTL INC | 1679 | 327631 | COM |
| INVESCO EXCHANGE TRADED FD T | 2328 | 322335 | S&P MDCP MOMNTUM |
| SELECT SECTOR SPDR TR | 7230 | 308649 | STATE STREET UTI |
| SPDR DOW JONES INDL AVERAGE | 637 | 306101 | UT SER 1 |
| INVESCO EXCH TRADED FD TR II | 2537 | 302715 | S&P 500 MOMNTM |
| MOTOROLA SOLUTIONS INC | 789 | 302594 | COM NEW |
| CARDINAL HEALTH INC | 1467 | 301571 | COM |
| AMERICAN EXPRESS CO | 813 | 300782 | COM |
| FIRST TR EXCHNG TRADED FD VI | 6724 | 298008 | SMITH OPPORT FXD |
| AMGEN INC | 889 | 291116 | COM |
| ISHARES TR | 5480 | 289782 | ISHS 1-5YR INVS |
| PROFESIONALLY MANAGED PORTFO | 4373 | 286475 | AKRE FOCUS ETF |
| GE AEROSPACE | 926 | 285186 | COM NEW |
| ISHARES TR | 750 | 280080 | RUS 1000 ETF |
| CAPITAL GROUP GROWTH ETF | 6274 | 279005 | SHS CREATION UNI |
| AUTODESK INC | 885 | 261969 | COM |
| ALPS ETF TR | 4979 | 261757 | OSHS GBL INTER |
| INVESCO ACTIVELY MANAGED EXC | 10228 | 261325 | AAA CLO FLTNG RT |
| WISDOMTREE TR | 5168 | 260052 | FLOATNG RAT TREA |
| JANUS DETROIT STR TR | 5007 | 253254 | HENDRSON AAA CL |
| RBB FD INC | 3429 | 246125 | MOTLEY FOL ETF |
| JOHNSON & JOHNSON | 1164 | 240826 | COM |
| ALLSTATE CORP | 1133 | 235854 | COM |
| SHELL PLC | 3202 | 235269 | SPON ADS |
| PALANTIR TECHNOLOGIES INC | 1242 | 220766 | CL A |
| ISHARES TR | 1999 | 219699 | TIPS BD ETF |
| LOWES COS INC | 898 | 216465 | COM |
| ISHARES TR | 1998 | 213187 | SHRT NAT MUN ETF |
| ASML HOLDING N V | 199 | 213051 | N Y REGISTRY SHS |
| ACHIEVE LIFE SCIENCES INC | 24163 | 120090 | COM |
| MEDICAL PPTYS TRUST INC | 11271 | 56356 | COM |
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