1y return+17.2%S&P 500 +20.9%
3y return+44.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $150 against $182 in the S&P 500.2
Goldstone Financial Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $158.1M | 14.4% | +14.4% |
| QQQInvesco Qqq Tr | $49.8M | 4.6% | −1.6% |
| JQUAJ P Morgan Exchange Traded F | $40.2M | 3.7% | −4.1% |
| VTVVanguard Index Fds | $39.2M | 3.6% | −6.5% |
| IUSGIshares Tr | $27.8M | 2.5% | +9.2% |
| BUFRFirst Tr Exchng Traded Fd Vi | $27.8M | 2.5% | −26.1% |
| JPIBJ P Morgan Exchange Traded F | $27.4M | 2.5% | +5.2% |
| VTVanguard Intl Equity Index F | $20.4M | 1.9% | +117.6% |
| GLOFIshares Tr | $19.9M | 1.8% | +116.6% |
| VOVanguard Index Fds | $19.9M | 1.8% | −3.8% |
| FPAGInvestment Managers Ser Tr I | $19.8M | 1.8% | +121.6% |
| SPGMSpdr Index Shs Fds | $19.7M | 1.8% | +114.0% |
| IOOIshares Tr | $19.6M | 1.8% | +113.7% |
| CLOABlackrock Etf Trust II | $19.0M | 1.7% | +20.5% |
| VTIVanguard Index Fds | $18.8M | 1.7% | −12.6% |
| FSMDFidelity Covington Trust | $18.7M | 1.7% | −1.2% |
| FBNDFidelity Merrimack Str Tr | $18.6M | 1.7% | +25.0% |
| AAPLApple Inc | $17.7M | 1.6% | |
| VEAVanguard Tax-managed Fds | $16.1M | 1.5% | −9.3% |
| IVVIshares Tr | $15.7M | 1.4% | −3.5% |
| FNDASchwab Strategic Tr | $13.7M | 1.3% | −18.8% |
| MOATVaneck Etf Trust | $10.8M | 1.0% | −20.4% |
| FDLFirst Tr Exchange-traded Fd | $10.7M | 1.0% | −20.0% |
| VBVanguard Index Fds | $10.5M | 1.0% | +113.7% |
| SRLNSsga Active Etf Tr | $10.3M | 0.9% | −7.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $7.6M |
| QQQInvesco Qqq Tr | March 31, 2023 | +129.5% | $49.8M |
| SPYGSpdr Series Trust | March 31, 2023 | +114.9% | $10.0M |
| IUSGIshares Tr | March 31, 2023 | +111.9% | $27.8M |
| VOOVanguard Index Fds | March 31, 2023 | +82.6% | $158.1M |
| IVVIshares Tr | March 31, 2023 | +82.2% | $15.7M |
| VTIVanguard Index Fds | March 31, 2023 | +81.3% | $18.8M |
| AAPLApple Inc | March 31, 2023 | +75.5% | $17.7M |
| JQUAJ P Morgan Exchange Traded F | June 30, 2023 | +63.2% | $40.2M |
| VTVVanguard Index Fds | March 31, 2023 | +57.8% | $39.2M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $383K
- TQQQProshares Tr was $282K
- USFRWisdomtree Tr was $218K
- PLTRPalantir Technologies Inc was $216K
- LOWLowes Cos Inc was $215K
- ADSKAutodesk Inc was $212K
- BPBp PLC was $206K
- ACHVAchieve Life Science Inc was $71K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +6.9% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +8.5% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Goldstone Financial Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2040021&type=13F-HR&dateb=&owner=include&count=40CIK 2040021
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2040021/000204002126000003/Filed August 11, 2026 · accession 0002040021-26-000003