Goldstone Financial Group, LLC

CIK

2040021

Location

OAKBROOK TERRACE, IL

Portfolio Value

Mid $1,094,361,939

Diversification

Diversified

Filing Date

Global Rank

#2,373 / 8,793 ▲ 88 · as of Jun 2026

Top Industry

Semiconductors 14.8%

Period ended 3 months ago

Filed Aug 11, 2026 · 52d

14 quarters · since Mar 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

162 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.6%

−0.5 pts

Top 5

51.8%

+2.8 pts

Top 10

64.5%

+2.1 pts

HHI

837

Diversified+36

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.6%	$948,016,322	56
Technology	5.1%	$55,511,820	23
Financial Services	2.6%	$28,296,796	22
Industrials	1.3%	$14,245,534	17
Communication Services	1.3%	$13,791,184	7
Consumer Cyclical	1.1%	$11,758,721	7
Healthcare	0.9%	$10,023,222	12
Consumer Defensive	0.6%	$6,803,055	9
Real Estate	0.2%	$2,224,958	3
Energy	0.2%	$1,893,451	3
Utilities	0.2%	$1,796,876	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AOHY	Angel Oak High Yield Opportunities ETF	+502,384	797,939	$6,886,213
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+340,257	1,347,950	$138,049,259
AFK	VanEck Africa Index ETF	+275,904	606,434	$20,301,396
FPAG	FPA Global Equity ETF	+270,748	493,466	$19,809,699
VB	Vanguard Morningstar Small-Cap ETF	+216,122	749,318	$247,101,463
CWI	State Street SPDR MSCI ACWI ex-US ETF	+122,695	230,291	$19,729,029
AAAP	Pacer Barings CLO Market Flex ETF	+115,305	204,004	$9,586,112
VEU	Vanguard FTSE All-World Ex-US ETF	+89,023	274,105	$31,353,222
FAAA	Fidelity AAA CLO ETF	+81,731	409,076	$18,608,867
—		+73,095	92,907	$2,546,580
BCLO	iShares BBB-B CLO Active ETF	+62,389	366,312	$19,015,255
BIV	Vanguard Intermediate-Term Bond ETF	+48,442	57,514	$2,932,825
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+19,619	965,271	$42,241,238
DBGI	Digital Brands Group, Inc.	+17,543	132,913	$2,502
EDV	Vanguard World Funds Extended Duration ETF	+17,241	80,884	$13,245,551
SRAD	Sportradar Group AG	+8,481	27,805	$416,240
HIMS	Hims & Hers Health, Inc.	+5,326	19,578	$678,769
ABBV	AbbVie Inc.	+4,016	13,814	$3,476,154
TTD	Trade Desk, Inc.	+2,610	13,280	$240,102
CORT	Corcept Therapeutics Inc	+2,443	14,571	$1,266,948
UBER	Uber Technologies, Inc	+2,094	11,111	$801,769
BAC	Bank Of America Corp /De/	+2,044	40,177	$2,289,285
NFLX	Netflix Inc	+1,880	17,902	$1,278,202
CCI	Crown Castle Inc.	+1,730	13,748	$1,041,136
GD	General Dynamics Corp	+1,007	3,764	$1,333,359
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AFGR	First Trust Active Factor Large Cap Growth ETF	−310,499	1,000,866	$34,144,041
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−94,637	1,531,367	$89,357,932
FNDA	Schwab Fundamental U.S. Small Company ETF	−70,046	768,531	$26,533,852
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−54,824	219,270	$10,669,678
ABI	VictoryShares Pioneer Asset-Based Income ETF	−45,523	81,151	$4,276,913
VIGI	Vanguard International Dividend Appreciation ETF	−37,025	170,524	$20,065,267
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−28,074	247,983	$13,051,123
VEA	Vanguard FTSE Developed Markets ETF	−23,212	226,374	$16,129,147
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−21,825	255,058	$10,276,286
FBCG	Fidelity Blue Chip Growth ETF	−20,041	382,120	$26,872,530
BNDW	Vanguard Total World Bond ETF	−17,200	93,305	$7,373,894
NVDA	Nvidia Corp	−7,369	38,089	$7,621,228
DVVY	Invesco Diversified Dividend Opportunities ETF	−6,521	126,635	$3,180,344
IVZ	Invesco Ltd.	−5,114	93,011	$3,562,416
NCLO	Nuveen AA-BBB CLO ETF	−3,993	47,499	$2,054,806
AIRR	First Trust RBA American Industrial Renaissance ETF	−3,986	172,537	$7,682,622
NWG	NatWest Group plc	−3,757	43,014	$758,336
AVGO	Broadcom Inc.	−2,842	15,986	$6,038,711
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	−2,592	29,879	$2,047,906
PDO	PIMCO Dynamic Income Opportunities Fund	−1,868	62,742	$829,449
TSLA	Tesla, Inc.	−1,739	6,654	$2,798,672
AGOX	Adaptive Alpha Opportunities ETF	−1,636	29,492	$1,022,192
QQQ	Invesco Qqq Trust, Series 1	−1,480	67,848	$49,963,267
—		−1,474	20,772	$1,866,364
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	−1,274	19,546	$762,078
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	27,135	$1,560,687
—		13,128	$759,848
INTC	Intel Corp	2,954	$412,467
VXUS	Vanguard Total International Stock ETF	3,344	$285,878
LRCX	Lam Research Corp	653	$282,964
CLS	Celestica Inc	680	$248,064
AXSM	Axsome Therapeutics, Inc.	1,001	$245,014
AAAA	Amplius Aggressive Asset Allocation ETF	3,267	$238,164
SNDK	Sandisk Corp	104	$236,467
SPCX	Space Exploration Technologies Corp	1,380	$235,786
FDX	Fedex Corp	727	$227,645
STRL	Sterling Infrastructure, Inc.	261	$219,072
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	2,509	$207,293
FIX	Comfort Systems USA Inc	103	$204,140
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,692	$382,442
PLTR	Palantir Technologies Inc.	1,474	$215,616
LOW	Lowes Companies Inc	911	$215,251
ADSK	Autodesk, Inc.	885	$211,869
BP	Bp PLC	4,376	$205,672
ACHV	Achieve Life Sciences, Inc.	24,163	$71,039
ANEW	ProShares MSCI Transformational Changes ETF	6,765	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

162 tracked positions · $1,094,361,939 total · filing declares 243 positions · $1,094,204,312 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 162 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	749,318	+216,122	$247,101,463	+33.1%	22.58%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,347,950	+340,257	$138,049,259	—	12.61%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	1,531,367	-94,637	$89,357,932	+1.5%	8.17%
QQQ	Invesco Qqq Trust, Series 1 CALL + SHARES	Reduced	67,848	-1,480	$49,963,267	+24.9%	4.57%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	965,271	+19,619	$42,241,238	+10.5%	3.86%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	1,000,866	-310,499	$34,144,041	−18.9%	3.12%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	274,105	+89,023	$31,353,222	+82.0%	2.86%
FBCG	Fidelity Blue Chip Growth ETF	Reduced	382,120	-20,041	$26,872,530	+6.6%	2.46%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	768,531	-70,046	$26,533,852	−0.7%	2.42%
AFK	VanEck Africa Index ETF	Added	606,434	+275,904	$20,301,396	+24.1%	1.86%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	170,524	-37,025	$20,065,267	−10.0%	1.83%
FPAG	FPA Global Equity ETF	Added	493,466	+270,748	$19,809,699	+145.2%	1.81%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	230,291	+122,695	$19,729,029	+142.2%	1.80%
BCLO	iShares BBB-B CLO Active ETF	Added	366,312	+62,389	$19,015,255	+20.7%	1.74%
FAAA	Fidelity AAA CLO ETF	Added	409,076	+81,731	$18,608,867	+24.6%	1.70%
AAPL	Apple Inc. PUT + SHARES Technology	Added	61,628	+958	$17,697,536	+14.9%	1.62%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	226,374	-23,212	$16,129,147	+0.8%	1.47%
EDV	Vanguard World Funds Extended Duration ETF	Added	80,884	+17,241	$13,245,551	+12.3%	1.21%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	247,983	-28,074	$13,051,123	−6.4%	1.19%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	219,270	-54,824	$10,669,678	−23.4%	0.97%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Reduced	255,058	-21,825	$10,276,286	−7.5%	0.94%
AAAP	Pacer Barings CLO Market Flex ETF	Added	204,004	+115,305	$9,586,112	+135.0%	0.88%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	172,537	-3,986	$7,682,622	+10.2%	0.70%
NVDA	Nvidia Corp Technology	Reduced	38,089	-7,369	$7,621,228	−3.9%	0.70%
GOOGL	Alphabet Inc. Communication Services	Added	21,222	+482	$7,562,281	+26.9%	0.69%
BNDW	Vanguard Total World Bond ETF	Reduced	93,305	-17,200	$7,373,894	−15.8%	0.67%
AOHY	Angel Oak High Yield Opportunities ETF	Added	797,939	+502,384	$6,886,213	+169.0%	0.63%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Added	8,988	+267	$6,711,968	+21.8%	0.61%
JPM	Jpmorgan Chase & Co Financial Services	Added	19,997	+331	$6,545,618	+13.1%	0.60%
AVGO	Broadcom Inc. Technology	Reduced	15,986	-2,842	$6,038,711	+3.6%	0.55%
MU	Micron Technology Inc Technology	Reduced	4,345	-943	$5,015,390	+180.7%	0.46%
AMZN	Amazon Com Inc Consumer Cyclical	Added	20,952	+910	$4,993,699	+19.6%	0.46%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	81,151	-45,523	$4,276,913	−18.5%	0.39%
CAT	Caterpillar Inc Industrials	Reduced	3,926	-117	$4,180,797	+46.0%	0.38%
MSFT	Microsoft Corp Technology	Added	11,190	+45	$4,174,093	+1.2%	0.38%
		Reduced	65,897	-1,163	$3,700,775	+4.1%	0.34%
IVZ	Invesco Ltd. Financial Services	Reduced	93,011	-5,114	$3,562,416	+28.9%	0.33%
ABBV	AbbVie Inc. Healthcare	Added	13,814	+4,016	$3,476,154	+63.1%	0.32%
AMAT	Applied Materials Inc /De Technology	Reduced	4,675	-44	$3,380,025	+109.6%	0.31%
DVVY	Invesco Diversified Dividend Opportunities ETF	Reduced	126,635	-6,521	$3,180,344	−4.7%	0.29%
BIV	Vanguard Intermediate-Term Bond ETF	Added	57,514	+48,442	$2,932,825	+549.4%	0.27%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,654	-1,739	$2,798,672	−10.3%	0.26%
CAAA	First Trust AAA CMBS ETF	Reduced	53,711	-593	$2,705,117	+1.9%	0.25%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	32,355	-324	$2,633,829	+6.7%	0.24%
		Added	92,907	+73,095	$2,546,580	+373.5%	0.23%
META	Meta Platforms, Inc. Communication Services	Reduced	4,127	-80	$2,324,697	−3.4%	0.21%
BAC	Bank Of America Corp /De/ Financial Services	Added	40,177	+2,044	$2,289,285	+23.1%	0.21%
MA	Mastercard Inc Financial Services	Added	4,432	+258	$2,276,275	+9.1%	0.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,336	+501	$2,169,691	+18.1%	0.20%
NCLO	Nuveen AA-BBB CLO ETF	Reduced	47,499	-3,993	$2,054,806	+10.9%	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.