Goldstone Financial Group, LLC - Portfolio Stock Holdings
Goldstone Financial Group, LLC disclosed 237 stock positions in a recent SEC 13F filing. $900,223,328 of stock holdings were filed, with the largest holdings including VOO, QQQ, and VTV. This filing represented positions held on March 31, 2026, and was filed on April 24, 2026.We estimate the fund has a total AUM of $1,054,041,925 and has 43 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
March 31, 2026No. of Stocks:
237Est. Stock Holding Value:
$900,223,328Top Stock Holdings By Sector
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Portfolio Stock Holdings - Goldstone Financial Group, LLC
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Portfolio Options Holdings - Goldstone Financial Group, LLC
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