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Goldstone Financial Group - Q2 2026 13F Filings

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Goldstone Financial Group, LLC

CIK: 0002040021
Address: Illinois Oakbrook Terrace 18W140 Butterfield Rd 16Th Floor
$1.09 B
Portfolio Value
243
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VOO Vanguard S&P 500 Etf
+$19.88 M
2. VO Vanguard Mid-Cap Etf
+$14.69 M
3. VT Vanguard Total World Stock Etf
+$11.02 M
4. FPAG Fpa Global Equity Etf
+$10.87 M
5. GLOF Ishares Global Equity Factor Etf
+$10.73 M

Top Sells

Q2 2026
1. BUFR Ft Vest Laddered Buffer Etf
−$9.82 M
2. FTEC Fidelity Msci Information Technology Index Etf
−$4.45 M
3. VIGI Vanguard International Dividend Appreciation Etf
−$3.29 M
4. FNDA Schwab Fundamental Us Small Company Etf
−$3.16 M
5. SPLB Spdr Portfolio Long Term Corporate Bond Etf
−$3.02 M

Asset Allocation

Stocks/ETFs
+18.66%
$1.09 B 99.99%
Options
-37.53%
$126,349 0.01%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Goldstone Financial Group Q2 2026 Filing Summary

Goldstone Financial Group, LLC filed its 13F report for Q2 2026 on August 11, 2026. The portfolio totaled 1.09 B reflecting a +18.64% change from the prior quarter, spanning 243 assets. The top 10 holdings comprised 39.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 23 new positions and 8 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Goldstone Financial Group’s Q2 2026 Filing

Goldstone Financial Group submitted their Form 13F-HR for the Q2 2026 period on 08/11/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Goldstone Financial Group reported a managed portfolio value of 1.09 B, consisting of 243 individual positions.

This page displays the raw filing documents. To see which stocks Goldstone Financial Group bought or sold during Q2 2026, please visit Goldstone Financial Group's Portfolio Analysis page.