Goldstone Financial Group, LLC

Q3 2025 13F-HR Holdings

Location
Oakbrook Terrace, IL
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
215
Total value ($000)
$845,291
Net value change ($000)
+88,149 (11.6%)
New positions
21
Sold out positions
12
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FSMD 13,953 NEW
VOO 11,042 13.2%
QQQ 3,345 9.8%
NVDA 3,308 64.8%
VTV 2,970 10.2%
FDL 2,809 29.4%
AAPL 2,744 34.4%
JQUA 2,699 9.3%
VPU 2,696 40.6%
BUFR 2,472 7.6%
Top Reduces (Value $000, Stocks/ETFs)
VRIG -8,555 -73.6%
SHYG -3,104 -100.0%
VCSH -2,407 -21.8%
VRP -1,833 -100.0%
USFR -1,801 -86.4%
JEPI -947 -25.7%
PFE -641 -100.0%
ISRG -641 -100.0%
BMY -482 -100.0%
MA -466 -13.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type