Goldstone Financial Group, LLC

Q3 2026 13F-HR Holdings

Location
Oakbrook Terrace, IL
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
233
Total value ($000)
$1,063,985
Net value change ($000)
-30,219 (-2.8%)
New positions
15
Sold out positions
25
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 11,519 7.3%
IOO 6,555 33.5%
GLOF 6,087 30.6%
FPAG 5,671 28.6%
VT 5,643 27.7%
SPGM 5,621 28.5%
FLRT 3,583 41.4%
HYGH 3,503 40.3%
PFXF 3,416 39.9%
MBS 2,480 36.0%
Top Reduces (Value $000, Stocks/ETFs)
MOAT -5,074 -47.0%
BUFR -5,056 -18.2%
IVV -4,994 -31.9%
AVGO -4,631 -76.7%
SPYG -3,778 -37.9%
VEU -3,717 -45.4%
FNDA -3,526 -25.8%
SPYV -3,337 -43.1%
JPIB -2,980 -10.9%
QQQ -2,712 -5.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 131 (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