EdgeMarket › What Goldstone Financial Group, Llc reported owning
What Goldstone Financial Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
922.3MPositions
228Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 120.2M | 13.0% | 201.2K | 703.71 | +20.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 39.7M | 4.3% | 68.7K | 713.44 | +26.1% |
| VTV Vanguard Morningstar Value ETF | 37.8M | 4.1% | 192.5K | 226.40 | +24.6% |
| JQUA JPMorgan U.S. Quality Factor ETF | 35.6M | 3.9% | 580.4K | 74.75 | +22.0% |
| BUFR FT Vest Laddered Buffer ETF | 34.8M | 3.8% | 1.0M | 37.30 | +14.5% |
| JPIB JPMorgan International Bond Opportunities ETF | 25.8M | 2.8% | 538.6K | 47.86 | -1.8% |
| IUSG iShares Core S&P U.S. Growth ETF | 21.0M | 2.3% | 135.5K | 189.82 | +22.3% |
| VTI Vanguard Morningstar Total Stock Market ETF | 18.7M | 2.0% | 58.2K | 378.24 | +20.5% |
| VO Vanguard Morningstar Mid-Cap ETF | 18.4M | 2.0% | 64.0K | 82.97 | +15.9% |
| FSMD Fidelity Small-Mid Multifactor ETF | 16.0M | 1.7% | 357.9K | 52.03 | +21.9% |
| VEA Vanguard FTSE Developed Markets ETF | 16.0M | 1.7% | 249.6K | 73.42 | +24.7% |
| CLOA iShares AAA CLO Active ETF | 15.8M | 1.7% | 303.9K | 51.92 | +0.0% |
| AAPL Apple Inc. | 15.4M | 1.7% | 60.7K | 309.35 | +36.9% |
| FBND Fidelity Total Bond ETF | 14.9M | 1.6% | 327.3K | 44.90 | -2.1% |
| FNDA Schwab Fundamental U.S. Small Company ETF | 14.4M | 1.6% | 442.8K | 37.73 | +25.3% |
| IVV iShares Core S&P 500 ETF | 14.2M | 1.5% | 21.7K | 769.31 | +20.0% |
| FDL First Trust Morningstar ETF | 13.9M | 1.5% | 274.1K | 53.08 | +21.2% |
| MOAT VanEck Morningstar Wide Moat ETF | 12.6M | 1.4% | 130.6K | 114.42 | +17.5% |
| VIGI Vanguard International Dividend Appreciation E | 12.5M | 1.4% | 141.7K | 98.61 | +9.6% |
| SPLB State Street SPDR Portfolio Long Term Corporat | 12.3M | 1.3% | 552.1K | 21.33 | -5.5% |
| SRLN State Street Blackstone Senior Loan ETF | 11.1M | 1.2% | 276.9K | 40.62 | -2.0% |
| JBND JPMorgan Active Bond ETF | 10.3M | 1.1% | 191.0K | 52.65 | -1.7% |
| JPST JPMorgan Ultra-Short Income ETF | 9.8M | 1.1% | 193.4K | 50.53 | -0.3% |
| VYM Vanguard High Dividend Yield ETF | 9.8M | 1.1% | 65.9K | 164.97 | +19.9% |
| VPU Vanguard Utilities ETF | 9.6M | 1.0% | 48.5K | 185.03 | -0.6% |
| FTEC Fidelity MSCI Information Technology Index ETF | 9.2M | 1.0% | 44.3K | 282.62 | +39.0% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 8.8M | 0.9% | 110.5K | 78.59 | -1.3% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 8.6M | 0.9% | 88.0K | 120.21 | +22.2% |
| DON WisdomTree U.S. MidCap Dividend Fund | 8.5M | 0.9% | 161.7K | 58.26 | +12.6% |
| VT Vanguard Total World Stock Index ETF | 8.3M | 0.9% | 59.7K | 160.77 | +21.2% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 8.3M | 0.9% | 155.1K | 52.14 | -2.5% |
| GLOF iShares Global Equity Factor ETF | 8.1M | 0.9% | 156.4K | 61.06 | +22.4% |
| SPGM State Street SPDR Portfolio MSCI Global Stock | 8.1M | 0.9% | 107.6K | 87.80 | +22.7% |
| IOO iShares Global 100 ETF | 8.1M | 0.9% | 67.0K | 143.80 | +26.7% |
| FPAG FPA Global Equity ETF | 8.1M | 0.9% | 222.7K | 42.78 | +22.0% |
| NVDA NVIDIA CORP | 7.9M | 0.9% | 45.5K | 214.72 | +22.4% |
| VEU Vanguard FTSE All World Ex US ETF | 7.8M | 0.8% | 103.9K | 85.69 | +23.3% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 7.5M | 0.8% | 132.1K | 63.51 | +17.5% |
| SCHD Schwab US Dividend Equity ETF | 7.4M | 0.8% | 240.7K | 35.11 | +27.6% |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | 7.1M | 0.8% | 67.1K | 58.75 | +11.9% |
| UCON First Trust Smith Unconstrained Bond ETF | 6.3M | 0.7% | 254.7K | 24.56 | -1.6% |
| AVGO Broadcom Inc. | 5.8M | 0.6% | 18.8K | 368.45 | +26.5% |
| JPM JPMORGAN CHASE & CO | 5.8M | 0.6% | 19.7K | 351.58 | +20.3% |
| IWR iShares Russell Mid-Cap ETF | 5.7M | 0.6% | 58.8K | 113.44 | +20.4% |
| SPY SPDR S&P 500 ETF TRUST | 5.5M | 0.6% | 8.4K | 765.72 | +20.0% |
| VFLO VictoryShares Free Cash Flow ETF | 4.9M | 0.5% | 124.4K | 55.45 | +53.9% |
| MDYG State Street SPDR S&P 400 Mid Cap Growth ETF | 4.6M | 0.5% | 47.7K | 110.20 | +24.2% |
| GOOGL Alphabet Inc. | 4.4M | 0.5% | 15.4K | 344.82 | +73.0% |
| RDVY First Trust Rising Dividend Achievers ETF | 4.4M | 0.5% | 64.5K | 81.95 | +26.6% |
| VB Vanguard Morningstar Small-Cap ETF | 4.2M | 0.5% | 16.2K | 304.76 | +24.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →