Goldstone Financial Group, LLC
Top Portfolio Positions
97 positions ·
$169,783,507 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
65,394 | $40,172,188 | 23.66% |
| AAPL |
Apple Inc.
Technology
|
48,339 | $13,141,440 | 7.74% |
| NVDA |
Nvidia Corp
Technology
|
45,450 | $8,476,425 | 4.99% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
20,351 | $6,557,499 | 3.86% |
| SPY |
Spdr S&P 500 Etf Trust
|
9,147 | $6,237,522 | 3.67% |
| MSFT |
Microsoft Corp
Technology
|
11,605 | $5,612,410 | 3.31% |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,920 | $4,982,960 | 2.93% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,488 | $4,729,040 | 2.79% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,283 | $3,725,030 | 2.19% |
| META |
Meta Platforms, Inc.
Communication Services
|
4,249 | $2,804,722 | 1.65% |
Portfolio Trend
Holdings in DBGI
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $567,924 | 44,789 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $347,589 | 42,389 | Shares | Sole | 2025-10-17 | |
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