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Goldstone Financial Group, LLC 13F Filings, Portfolio & Analysis

CIK: 0002040021
Oakbrook Terrace 18W140 Butterfield Rd 16Th Floor
Zip Code: 60181
Latest Portfolio Value
$1.09 B
+18.64%
Total Holdings
243
15
Latest Report Date
Q2 2026
Top 10 Concentration
39.35%

Goldstone Financial Group, LLC — Portfolio Overview & Company Profile

Goldstone Financial Group, LLC (CIK: 0002040021) is a financial institution headquartered at 18W140 Butterfield Rd 16Th Floor, , Oakbrook Terrace, Illinois 60181. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $1.09 B, comprising 243 distinct securities. Over its filing history, it has submitted 14 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 39.4%. Quarterly turnover: 6.9%. ▲ 23 new, +83 added, −124 reduced, ×8 exited.

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
230,142 $158.06 M 14.45% ▲ 28,945 Add 14.4%
67,648 $49.82 M 4.55% ▼ 1,080 Reduce -1.6%
556,388 $40.22 M 3.68% ▼ 24,030 Reduce -4.1%
180,069 $39.24 M 3.59% ▼ 12,475 Reduce -6.5%
147,931 $27.82 M 2.54% ▲ 12,426 Add 9.2%
760,367 $27.78 M 2.54% ▼ 268,877 Reduce -26.1%
566,365 $27.38 M 2.50% ▲ 27,770 Add 5.2%
129,961 $20.4 M 1.86% ▲ 70,228 Add 117.6%
338,741 $19.92 M 1.82% ▲ 182,375 Add 116.6%
246,374 $19.85 M 1.81% ▲ 182,349 Add 284.8%

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