Data as of Q4 2025 (Dec 31, 2025)

Goldstone Financial Group, LLC

•CIK: 2040021•Filing: Q4 2025

**Goldstone Financial Group, LLC** manages $891M across a diversified portfolio of 215 positions. The fund exhibits a significant allocation to broad market indices, notably holding VOO at $101.1M and VTI at $19.8M. Key overweight positions include NDQ ($39.8M), BUFR ($36.6M), and VTV ($34.5M), suggesting a tactical focus on technology and sector-specific growth areas. This structure indicates a systematic approach balancing core market exposure with targeted, high-conviction equity bets.

Total AUM
$891.4M
+ $42.0K in options
QoQ Performance
+5.5%
Positions
147
+ 1 option
Top 10 Concentration
39.3%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
VOO11.3%
NDQ4.5%
BUFR4.1%
VTV3.9%
JQUA3.7%
JPIB3.0%
IVV2.5%
VTI2.2%

📈 Biggest Buys

VOO
VANGUARD INDEX FDS
+4.2%
11.3% of portfolio
JPIB
J P MORGAN EXCHANGE TRADED F
+8.0%
3.0% of portfolio
AAPL
APPLE INC
+14.8%
1.5% of portfolio
VTV
VANGUARD INDEX FDS
+4.8%
3.9% of portfolio
VO
VANGUARD INDEX FDS
+10.0%
1.8% of portfolio

📉 Biggest Sells

SPMO
INVESCO EXCH TRADED FD TR II
-68.5%
0.0% of portfolio
ACN
ACCENTURE PLC IRELAND
-45.5%
0.1% of portfolio
IVV
ISHARES TR
-1.7%
2.5% of portfolio
MA
MASTERCARD INCORPORATED
-12.7%
0.3% of portfolio
SPYG
SPDR SERIES TRUST
-2.1%
1.8% of portfolio

Sector Breakdown

Other75.3%
ETF13.9%
Technology4.9%
Financial2.0%
Consumer1.6%
Industrial0.8%
Healthcare0.6%
Communication0.4%

🚪 Exited Positionssold since Q3 2025

SPY
SPDR S&P 500 ETF TR
SOLD
$5.8M
RECS
COLUMBIA ETF TR I
SOLD
$665.5K
QLD
PROSHARES TR
SOLD
$495.0K
VB
VANGUARD INDEX FDS
SOLD
$291.2K
USFR
WISDOMTREE TR
SOLD
$284.4K
+15 more exited positions

Changes from Q3 2025

NEW5 new positions
↑142 increased
↓46 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024

📌 Top Holdings

VOO11.3%
VANGUARD INDEX FDS
$101.1M
NDQ4.5%
INVESCO QQQ TR
$39.8M
BUFR4.1%
FIRST TR EXCHNG TRADED FD VI
$36.6M
VTV3.9%
VANGUARD INDEX FDS
$34.5M
JQUA3.7%
J P MORGAN EXCHANGE TRADED F
$33.4M

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