Goldstone Financial Group, LLC
All 13F Filings
- Location
- Oakbrook Terrace, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,094,204
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 243 | 1,094,204 | 13F-HR | Goldstone Financial Group, LLC |
| Q1 2026 | 4/24/2026 | 228 | 922,268 | 13F-HR | Goldstone Financial Group, LLC |
| Q4 2025 | 2/13/2026 | 218 | 897,669 | 13F-HR | Goldstone Financial Group, LLC |
| Q3 2025 | 10/17/2025 | 215 | 845,291 | 13F-HR | Goldstone Financial Group, LLC |
| Q2 2025 | 7/8/2025 | 206 | 757,142 | 13F-HR | Goldstone Financial Group, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
126
(0.0% of total reported value)
· QoQ Δ:
-76
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 207.2 K | 19.1% | 0 | 28.1 K | -28.1 K |
| ETFs | 870.3 K | 80.2% | 197.6 K | 0 | 197.6 K |
| Debt | 7.561 K | 0.7% | 0 | 2.934 K | -2.934 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
1,094,204
Holdings
243
QoQ value change ($000)
171,936
(18.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.