Goldstone Financial Group, LLC
All 13F Filings
- Location
- Oakbrook Terrace, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 922,268
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
202
(0.0% of total reported value)
· QoQ Δ:
-57
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 235.3 K | 25.6% | 0 | 339.9 K | -339.9 K |
| ETFs | 672.8 K | 73.2% | 368.4 K | 0 | 368.4 K |
| Debt | 10.5 K | 1.1% | 0 | 60 | -60 |
| Other | 0 | 0.0% | 0 | 6.955 K | -6.955 K |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
922,268
Holdings
228
QoQ value change ($000)
24,599
(2.7%)
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.