Goldstone Financial Group, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Goldstone Financial Group, LLC 13F Holdings
CIK 0002040021 · OAKBROOK TERRACE, IL
As of Sep 30, 2025, Goldstone Financial Group, LLC reported
215 positions worth $842.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 154,702 | $94.7M | 11.25% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 62,692 | $37.6M | 4.47% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 1,045,412 | $34.9M | 4.15% |
| VANGUARD VALUE INDEX FUND | VTV | — | 172,439 | $32.2M | 3.82% |
| JPMORGAN US QUALITY FACTOR ETF | JQUA | — | 505,366 | $31.8M | 3.77% |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | JPIB | — | 500,773 | $24.6M | 2.91% |
| ISHARES CORE S&P 500 ETF | IVV | — | 32,601 | $21.8M | 2.59% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 57,798 |
|
9.0M2.25% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 108,178 |
7.8M | 2.11% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 149,411 |
5.6M | 1.85% |
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF | FNDA | — | 485,146 |
5.1M | 1.79% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 50,586 |
4.9M | 1.76% |
| FIDELITY COVINGTON TRUST | FSMD | — | 317,046 |
4.0M | 1.66% |
| STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM CORPORATE BOND ETF | SPLB | — | 589,195 |
3.6M | 1.62% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 146,685 |
3.1M | 1.56% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 218,468 |
3.1M | 1.55% |
| ISHARES AAA CLO ACTIVE ETF | CLOA | — | 251,021 |
3.0M | 1.55% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 128,308 |
2.7M | 1.51% |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | — | 284,904 |
2.4M | 1.47% |
| FIDELITY TOTAL BOND ETF | FBND | — | 263,481 |
2.2M | 1.45% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 206,547 |
1.4M | 1.36% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | FTEC | — | 50,444 |
1.2M | 1.33% |
| STATE STREET(R) BLACKSTONE SENIOR LOAN ETF | SRLN | — | 262,437 |
0.9M | 1.30% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 211,601 |
0.7M | 1.27% |
| APPLE INC | AAPL | Technology | 42,102 |
0.7M | 1.27% |