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Goldstone Financial Group - Q1 2026 13F Filings

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Goldstone Financial Group, LLC

CIK: 0002040021
Address: Illinois Oakbrook Terrace 18W140 Butterfield Rd 16Th Floor
$922.27 M
Portfolio Value
228
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VOO Vanguard S&P 500 Etf
+$23.86 M
2. VT Vanguard Total World Stock Etf
+$8.26 M
3. GLOF Ishares Global Equity Factor Etf
+$8.15 M
4. SPGM Spdr Portfolio Msci Global Stock Market Etf
+$8.15 M
5. IOO Ishares Global 100 Etf
+$8.11 M

Top Sells

Q1 2026
1. IVV Ishares Core S&P 500 Etf
−$6.78 M
2. SPYG Spdr Portfolio S&P 500 Growth Etf
−$5.71 M
3. SPYV Spdr Portfolio S&P 500 Value Etf
−$4.16 M
4. IWR Ishares Russell Midcap Etf
−$3.45 M
5. IXUS Ishares Core Msci Total International Stock Etf
−$3.39 M

Asset Allocation

Stocks/ETFs
+2.75%
$922.07 M 99.98%
Options
-21.83%
$202,241 0.02%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Goldstone Financial Group Q1 2026 Filing Summary

Goldstone Financial Group, LLC filed its 13F report for Q1 2026 on April 24, 2026. The portfolio totaled 922.27 M reflecting a +2.74% change from the prior quarter, spanning 228 assets. The top 10 holdings comprised 39.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 22 new positions and 12 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Goldstone Financial Group’s Q1 2026 Filing

Goldstone Financial Group submitted their Form 13F-HR for the Q1 2026 period on 04/24/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Goldstone Financial Group reported a managed portfolio value of 922.27 M, consisting of 229 individual positions.

This page displays the raw filing documents. To see which stocks Goldstone Financial Group bought or sold during Q1 2026, please visit Goldstone Financial Group's Portfolio Analysis page.