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Investment manager · 13F filer · SEC CIK 2040021
Goldstone Financial Group, LLC
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Reported value$1.06Bas of Sep 30, 2026
Positions230 14 new, 24 sold out
Top 10 weight42.9%VOO alone is 16%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
15.9%Added +5%
QQQInvesco QQQ Tr
4.4%Trimmed −6%
JQUAJ P Morgan Exchange Traded F
3.8%
VTVVanguard Index FDS
3.8%Added +3%
IUSGiShares Tr
2.8%Added +6%
IOOiShares Tr
2.5%Added +27%
VTVanguard Intl Equity Index F
2.4%+27%
GLOFiShares Tr
2.4%+27%
FPAGInvestment Managers Ser Tr I
2.4%+26%
SPGMSPDR Index SHS FDS
2.4%+27%
JPIBJ P Morgan Exchange Traded F
2.3%−8%
BUFRFirst Tr Exchng Traded Fd Vi
2.1%−20%
VOOVanguard Index FDS
15.9%Added +5%
QQQInvesco QQQ Tr
4.4%−6%
JQUAJ P Morgan Exchange Traded F
3.8%
VTVVanguard Index FDS
3.8%+3%
IUSG2.8%
IOO2.5%
VT2.4%
GLOF2.4%
FPAG2.4%
SPGM2.4%
JPIB2.3%
BUFR2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 15.9% Added +5%
QQQ Invesco QQQ Tr 4.4% Trimmed −6%
JQUA J P Morgan Exchange Traded F 3.8% Held
VTV Vanguard Index FDS 3.8% Added +3%
IUSG iShares Tr 2.8% Added +6%
IOO iShares Tr 2.5% Added +27%
VT Vanguard Intl Equity Index F 2.4% Added +27%
GLOF iShares Tr 2.4% Added +27%
FPAG Investment Managers Ser Tr I 2.4% Added +26%
SPGM SPDR Index SHS FDS 2.4% Added +27%
JPIB J P Morgan Exchange Traded F 2.3% Trimmed −8%
BUFR First Tr Exchng Traded Fd Vi 2.1% Trimmed −20%
What changed
Biggest moves since Jun 30, 2026
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