Goldstone Financial Group, LLC

CIK

2040021

Location

OAKBROOK TERRACE, IL

Portfolio Value

Small $168,998,203

Diversification

Diversified

Filing Date

Global Rank

#4,245 / 8,232 ▲ 180

Top Industry

Semiconductors 13.9%

3Y Alpha vs SPY

+0.4%

Period ended 2 months ago

Filed Apr 24, 2026 · 51d

13 quarters · since Mar 2023

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+78.0%

SPY

+76.3%

Annualised alpha

+0.4%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

107 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.7%

+0.6 pts

Top 5

44.4%

+1.5 pts

Top 10

57.1%

+1.7 pts

HHI

752

Diversified+48

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	27.9%	$47,216,113	5
Technology	26.4%	$44,569,591	21
Financial Services	13.3%	$22,417,014	21
Consumer Cyclical	6.9%	$11,582,614	8
Communication Services	6.8%	$11,505,855	7
Industrials	6.5%	$11,015,316	14
Healthcare	4.4%	$7,355,354	12
Consumer Defensive	4.1%	$6,941,646	9
Energy	1.3%	$2,251,920	4
Real Estate	1.2%	$2,105,782	3
Utilities	1.2%	$2,036,998	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DBGI	Digital Brands Group, Inc.	+70,581	115,370	$207,666
AVGO	Broadcom Inc.	+12,939	18,828	$5,827,454
AAPL	Apple Inc.	+12,331	60,670	$15,397,439
QQQ	Invesco Qqq Trust, Series 1	+3,934	69,328	$40,014,735
SLV	iShares Silver Trust	+1,301	9,450	$643,923
ABT	Abbott Laboratories	+1,251	11,131	$1,142,819
TTD	Trade Desk, Inc.	+1,078	10,670	$242,102
CORT	Corcept Therapeutics Inc	+1,034	12,128	$488,879
SRAD	Sportradar Group AG	+777	19,324	$323,483
ABBV	AbbVie Inc.	+748	9,798	$2,130,967
WMT	Walmart Inc.	+692	7,826	$972,615
NFLX	Netflix Inc	+573	16,022	$1,540,515
ORCL	Oracle Corp	+422	6,335	$931,941
T	At&T Inc.	+251	51,018	$1,479,011
PLTR	Palantir Technologies Inc.	+232	1,474	$215,616
CEG	Constellation Energy Corp	+198	3,338	$932,136
MPT	Medical Properties Trust Inc	+188	11,459	$53,055
GLD	Spdr Gold Trust	+174	1,373	$590,788
TSLA	Tesla, Inc.	+110	8,393	$3,120,097
LLY	ELI LILLY & Co	+90	460	$423,094
EXC	Exelon Corp	+80	8,825	$432,601
COST	Costco Wholesale Corp /New	+72	1,465	$1,459,769
AMGN	Amgen Inc	+63	952	$334,961
ADP	Automatic Data Processing Inc	+58	3,148	$639,610
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+51	1,675	$566,066
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NWG	NatWest Group plc	−11,287	46,771	$696,887
BAC	Bank Of America Corp /De/	−4,790	38,133	$1,858,983
VZ	Verizon Communications Inc	−3,615	13,834	$694,466
CVX	Chevron Corp	−3,485	1,826	$377,799
XOM	Exxon Mobil Corp	−3,086	4,785	$811,823
UBSI	United Bankshares Inc/Wv	−2,706	10,248	$424,472
MO	Altria Group, Inc.	−2,443	9,052	$597,341
MET	Metlife Inc	−2,194	9,044	$639,591
PDO	PIMCO Dynamic Income Opportunities Fund	−2,125	64,610	$835,407
MS	Morgan Stanley	−2,062	6,406	$1,054,235
CSCO	Cisco Systems, Inc.	−2,044	12,346	$957,926
O	Realty Income Corp	−1,891	17,580	$1,075,544
C	Citigroup Inc	−1,884	7,877	$893,330
PG	PROCTER & GAMBLE Co	−1,686	8,730	$1,260,961
CL	Colgate Palmolive Co	−1,545	7,732	$658,998
SO	Southern Co	−1,472	6,965	$672,261
PII	Polaris Inc.	−1,468	7,117	$387,876
DIS	Walt Disney Co	−1,375	7,266	$700,297
MU	Micron Technology Inc	−1,283	5,288	$1,786,497
PRU	Prudential Financial Inc	−1,156	5,133	$501,442
EMR	Emerson Electric Co	−1,144	4,900	$641,998
FAF	First American Financial Corp	−1,111	4,582	$276,248
MDT	Medtronic plc	−1,093	5,035	$436,282
NVS	Novartis AG	−1,041	5,838	$891,754
PDI	PIMCO Dynamic Income Fund	−1,007	48,152	$823,880
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
PM	Philip Morris International Inc.	1,290	$213,288
KO	Coca Cola Co	2,774	$210,962
GWW	W.W. Grainger, Inc.	192	$209,435
BP	Bp PLC	4,376	$205,672
SKBL	Skyline Builders Group Holding Ltd	30,487	$94,204
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
GE	General Electric Co	926	$285,235
SHEL	Shell plc	3,202	$235,282
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

107 positions · $168,998,203 total · as of Mar 31, 2026

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

Showing 1–50 of 107 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	69,328	+3,934	$40,014,735	−0.4%	23.68%
AAPL	Apple Inc. Technology	Added	60,670	+12,331	$15,397,439	+17.2%	9.11%
NVDA	Nvidia Corp Technology	Added	45,458	+8	$7,927,875	−6.5%	4.69%
AVGO	Broadcom Inc. Technology	Added	18,828	+12,939	$5,827,454	+185.9%	3.45%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	19,666	-685	$5,784,950	−11.8%	3.42%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,721	-426	$5,671,615	−9.1%	3.36%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,449	-471	$4,442,514	−10.8%	2.63%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	20,042	-446	$4,174,147	−11.7%	2.47%
MSFT	Microsoft Corp Technology	Reduced	11,145	-460	$4,125,544	−26.5%	2.44%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,393	+110	$3,120,097	−16.2%	1.85%
CAT	Caterpillar Inc Industrials	Reduced	4,043	-337	$2,864,303	+14.2%	1.69%
META	Meta Platforms, Inc. Communication Services	Reduced	4,207	-42	$2,406,950	−14.2%	1.42%
ABBV	AbbVie Inc. Healthcare	Added	9,798	+748	$2,130,967	+3.1%	1.26%
MA	Mastercard Inc Financial Services	Reduced	4,174	-236	$2,085,580	−17.2%	1.23%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	38,133	-4,790	$1,858,983	−21.3%	1.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,835	-93	$1,837,732	−6.9%	1.09%
MU	Micron Technology Inc Technology	Reduced	5,288	-1,283	$1,786,497	−4.7%	1.06%
AMAT	Applied Materials Inc /De Technology	Reduced	4,719	-173	$1,612,907	+28.3%	0.95%
NFLX	Netflix Inc Communication Services	Added	16,022	+573	$1,540,515	+6.4%	0.91%
T	At&T Inc. Communication Services	Added	51,018	+251	$1,479,011	+17.3%	0.88%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,465	+72	$1,459,769	+21.5%	0.86%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,414	-209	$1,371,827	−2.9%	0.81%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,966	-467	$1,304,377	−14.5%	0.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	8,730	-1,686	$1,260,961	−15.5%	0.75%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,041	-936	$1,248,686	−3.1%	0.74%
CME	Cme Group Inc. Financial Services	Reduced	4,168	-98	$1,231,018	+5.7%	0.73%
LMT	Lockheed Martin Corp Industrials	Reduced	1,974	-7	$1,193,065	+24.5%	0.71%
ABT	Abbott Laboratories Healthcare	Added	11,131	+1,251	$1,142,819	−7.7%	0.68%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,300	-278	$1,099,787	−20.7%	0.65%
O	Realty Income Corp Real Estate	Reduced	17,580	-1,891	$1,075,544	−2.0%	0.64%
MS	Morgan Stanley Financial Services	Reduced	6,406	-2,062	$1,054,235	−29.9%	0.62%
CCI	Crown Castle Inc. Real Estate	Reduced	12,018	-913	$977,183	−15.0%	0.58%
WMT	Walmart Inc. Consumer Defensive	Added	7,826	+692	$972,615	+22.4%	0.58%
BA	Boeing Co Industrials	Reduced	4,815	-544	$958,329	−17.6%	0.57%
CSCO	Cisco Systems, Inc. Technology	Reduced	12,346	-2,044	$957,926	−13.6%	0.57%
GD	General Dynamics Corp Industrials	Reduced	2,757	-13	$946,257	+1.5%	0.56%
CEG	Constellation Energy Corp Utilities	Added	3,338	+198	$932,136	−16.0%	0.55%
ORCL	Oracle Corp Technology	Added	6,335	+422	$931,941	−19.1%	0.55%
C	Citigroup Inc Financial Services	Reduced	7,877	-1,884	$893,330	−21.6%	0.53%
NVS	Novartis AG Healthcare	Reduced	5,838	-1,041	$891,754	−6.0%	0.53%
VLO	Valero Energy Corp/Tx Energy	Added	3,467	+17	$856,626	+52.5%	0.51%
TT	Trane Technologies plc Industrials	Added	2,038	+22	$849,316	+8.2%	0.50%
PDO	PIMCO Dynamic Income Opportunities Fund Financial Services	Reduced	64,610	-2,125	$835,407	−9.6%	0.49%
UPS	United Parcel Service Inc Industrials	Added	8,467	+1	$832,983	−0.8%	0.49%
PDI	PIMCO Dynamic Income Fund Financial Services	Reduced	48,152	-1,007	$823,880	−5.4%	0.49%
XOM	Exxon Mobil Corp Energy	Reduced	4,785	-3,086	$811,823	−14.3%	0.48%
CASY	Caseys General Stores Inc Consumer Cyclical	Held	1,101	0	$801,373	+31.7%	0.47%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,974	+7	$770,669	−16.4%	0.46%
IBM	International Business Machines Corp Technology	Reduced	3,032	-498	$734,926	−29.7%	0.43%
DIS	Walt Disney Co Communication Services	Reduced	7,266	-1,375	$700,297	−28.8%	0.41%