SEC Form 13F

Goldstone Financial Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$1,094,204,312
Positions243

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$158,063,641230,142
INVESCO QQQ TRQQQUNIT SER 1$49,815,82967,648
J P MORGAN EXCHANGE TRADED FJQUAUS QUALTY FCTR$40,215,690556,388
VANGUARD INDEX FDSVTVVALUE ETF$39,242,437180,069
ISHARES TRIUSGCORE S&P US GWT$27,824,370147,931
FIRST TR EXCHNG TRADED FD VIBUFRFT LADD BUFF ETF$27,776,207760,367
J P MORGAN EXCHANGE TRADED FJPIBINTL BD OPP ETF$27,383,758566,365
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$20,397,420129,961
ISHARES TRGLOFGLOBAL EQUITY$19,921,946338,741
VANGUARD INDEX FDSVOMID CAP ETF$19,850,364246,374

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page