Goldstone Financial Group, LLC

CIK

2040021

Location

OAKBROOK TERRACE, IL

Portfolio Value

Small $169,086,315

Diversification

Diversified

Filing Date

Global Rank

#4,379 / 8,636 ▲ 11 · as of Mar 2026

Top Industry

Semiconductors 13.9%

3Y Alpha vs SPY

+1.5%

Period ended 4 months ago

Filed Apr 24, 2026 · 4mo

13 quarters · since Mar 2023

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+83.6%

SPY

+77.3%

Annualised alpha

+1.4%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

23.7%

+0.6 pts

Top 5

44.4%

+1.3 pts

Top 10

57.9%

+1.5 pts

HHI

756

Diversified+46

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	27.8%	$47,054,036	5
Technology	26.4%	$44,569,591	21
Financial Services	12.9%	$21,734,344	21
Communication Services	7.7%	$13,023,631	7
Consumer Cyclical	6.7%	$11,380,139	8
Industrials	6.3%	$10,632,874	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	$5,191
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	ExxonMobil Holdings 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
KAZR	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 tracked positions · $169,086,315 total · filing declares 229 positions · $922,268,276 · 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 CALL + SHARES	Added	69,328	+3,934	$40,014,735	−0.4%	23.67%
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%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,740	-865	$5,960,290	−11.9%	3.52%
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 CALL + SHARES	Reduced	8,721	-426	$5,509,538	−11.7%	3.26%
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. CALL + SHARES 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%	0.87%
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	ExxonMobil Holdings 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%

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.