Goldstone Financial Group, LLC: 13F holdings
CIK 20400212026Q2
| Positions | 240 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 240 (+15 vs prior quarter) |
|---|
| Reported value | $1.1bn (+18.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 230,142 | $158.1m | 14.4% |
| QQQ INVESCO QQQ TR | 67,648 | $49.8m | 4.6% |
| JQUA J P MORGAN EXCHANGE TRADED F | 556,388 | $40.2m | 3.7% |
| VTV VANGUARD INDEX FDS | 180,069 | $39.2m | 3.6% |
| IUSG ISHARES TR | 147,931 | $27.8m | 2.5% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 760,367 | $27.8m | 2.5% |
| JPIB J P MORGAN EXCHANGE TRADED F | 566,365 | $27.4m | 2.5% |
| ACWI VANGUARD INTL EQUITY INDEX F | 129,961 | $20.4m | 1.9% |
| GLOF ISHARES TR | 338,741 | $19.9m | 1.8% |
| VO VANGUARD INDEX FDS | 246,374 | $19.9m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2040021")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples