Goldstone Financial Group, LLC

Q2 2026 13F-HR Holdings

Location
Oakbrook Terrace, IL
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
243
Total value ($000)
$1,094,204
Net value change ($000)
+171,936 (18.6%)
New positions
23
Sold out positions
8
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 37,839 31.5%
VT 12,135 146.9%
GLOF 11,772 144.4%
FPAG 11,730 145.2%
SPGM 11,583 142.2%
IOO 11,457 141.3%
QQQ 10,148 25.6%
IUSG 6,806 32.4%
VB 6,254 147.3%
HYGH 5,479 170.1%
Top Reduces (Value $000, Stocks/ETFs)
BUFR -6,982 -20.1%
NOBL -3,408 -47.9%
FDL -3,254 -23.4%
SPLB -2,922 -23.8%
VIGI -2,590 -20.7%
JPST -2,206 -22.5%
MOAT -1,825 -14.5%
SCHD -1,746 -23.6%
VPU -1,415 -14.7%
VCSH -1,386 -15.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 127 (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