Institutional Fund
Goldstone Financial Group, LLC
Oakbrook Terrace, ILCIK 20400215 filings on record
Portfolio Value
$922.07M
Q1 2026
Holdings
225
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+2.7%
from $897.41M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds13.0%
- Invesco Qqq Tr4.3%
- Vanguard Index Fds4.1%
- J P Morgan Exchange Traded F3.9%
- First Tr Exchng Traded Fd Vi3.8%
- J P Morgan Exchange Traded F2.8%
- Other68.1%
Portfolio Holdings
225 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 201.2K | $120.22M | 13.0% | +39.9K | Added |
| 2 | Invesco Qqq Tr | 68.7K | $39.67M | 4.3% | +3.9K | Added |
| 3 | Vanguard Index Fds | 192.5K | $37.78M | 4.1% | +11.9K | Added |
| 4 | J P Morgan Exchange Traded F | 580.4K | $35.59M | 3.9% | +52.0K | Added |
| 5 | First Tr Exchng Traded Fd Vi | 1.03M | $34.76M | 3.8% | −39.6K | Reduced |
| 6 | J P Morgan Exchange Traded F | 538.6K | $25.76M | 2.8% | −2.1K | Reduced |
| 7 | Ishares Tr | 135.5K | $21.02M | 2.3% | +22.0K | Added |
| 8 | Vanguard Index Fds | 58.2K | $18.67M | 2.0% | −943 | Reduced |
| 9 | Vanguard Index Fds | 64.0K | $18.39M | 2.0% | +8.4K | Added |
| 10 | Fidelity Covington Trust | 357.9K | $16.00M | 1.7% | +22.5K | Added |
215 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio