Goldstone Financial Group, LLC

Q4 2025 13F-HR Holdings

Location
Oakbrook Terrace, IL
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
218
Total value ($000)
$897,669
Net value change ($000)
+52,378 (6.2%)
New positions
11
Sold out positions
11
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VOO 6,400 6.8%
AAPL 2,421 22.6%
VTV 2,351 7.3%
QQQ 2,165 5.8%
JPIB 1,777 7.2%
BUFR 1,680 4.8%
JQUA 1,594 5.0%
VIGI 1,549 11.8%
VO 1,287 8.7%
IUSG 1,256 7.1%
Top Reduces (Value $000, Stocks/ETFs)
SPMO -673 -69.0%
RECS -666 -100.0%
QLD -495 -100.0%
ACN -477 -40.7%
CORT -470 -54.9%
ORCL -415 -26.5%
MA -357 -12.4%
VB -291 -100.0%
OGIG -264 -50.2%
SCHM -259 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 259 (0.0% of total reported value)
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