Goldstone Financial Group, LLC

Q1 2026 13F-HR Holdings

Location
Oakbrook Terrace, IL
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
228
Total value ($000)
$922,268
Net value change ($000)
+24,599 (2.7%)
New positions
22
Sold out positions
12
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 19,089 18.9%
VT 8,262 NEW
GLOF 8,150 NEW
SPGM 8,146 NEW
IOO 8,109 NEW
FPAG 8,080 NEW
VB 4,246 NEW
AVGO 3,790 186.0%
VTV 3,268 9.5%
HYGH 3,221 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -7,802 -35.5%
SPYG -6,997 -44.8%
SPYV -4,205 -36.0%
IWR -3,357 -37.0%
IXUS -3,256 -56.0%
MDYG -2,874 -38.6%
FTEC -2,457 -21.1%
IWM -2,446 -41.2%
VIGI -2,157 -14.7%
DON -2,080 -19.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 203 (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