Goldstone Financial Group, LLC
All 13F Filings
- Location
- Oakbrook Terrace, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 897,669
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
259
(0.0% of total reported value)
· QoQ Δ:
+259
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 575.2 K | 64.1% | 32.75 K | 0 | 32.75 K |
| ETFs | 304.4 K | 33.9% | 17.37 K | 0 | 17.37 K |
| Debt | 10.56 K | 1.2% | 880 | 0 | 880 |
| Other | 6.955 K | 0.8% | 856 | 0 | 856 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
897,669
Holdings
218
QoQ value change ($000)
52,378
(6.2%)
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.