Goldstone Financial Group
Goldstone Financial Group reported 240 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VOO (14.4%), QQQ (4.5%) and JQUA (3.7%). Compared with Q1 2026, the fund added to VOO, IUSG and JPIB, trimmed QQQ, JQUA and VTV and sold out of TQQQ, USFR and PLTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $158M | 14.4% | 230K | +29K (+14%) | 8 of 8 | |
| 2 |  QQQ Invesco Qqq TR | $49.8M | 4.5% | 68K | −1,080 (−2%) | 8 of 8 | |
| 3 |  JQUA J P Morgan Exchange Traded F | $40.2M | 3.7% | 556K | −24K (−4%) | 8 of 8 | |
| 4 |  VTV Vanguard Index Fds | $39.2M | 3.6% | 180K | −12K (−6%) | 8 of 8 | |
| 5 |  IUSG Ishares TR | $27.8M | 2.5% | 148K | +12K (+9%) | 8 of 8 | |
| 6 |  BUFR First Trust | $27.8M | 2.5% | 760K | −269K (−26%) | 8 of 8 | |
| 7 |  JPIB J P Morgan Exchange Traded F | $27.4M | 2.5% | 566K | +28K (+5%) | 7 of 8 | |
| 8 |  VT Vanguard Total World | $20.4M | 1.9% | 130K | +70K (+118%) | 2 of 8 | |
| 9 |  GLOF Ishares Global Equity Factor ETF | $19.9M | 1.8% | 339K | +182K (+117%) | 2 of 8 | |
| 10 |  VO Vanguard Index Fds | $19.9M | 1.8% | 246K | +182K (+285%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $383K | 1,692 |
 TQQQ Proshares TR | $282K | 6,765 |
 USFR Wisdomtree TR | $218K | 4,337 |
 PLTR Palantir Technologies Inc | $216K | 1,474 |
 LOW Lowes Cos Inc | $215K | 911 |
🔒 Free account: see all 8.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Goldstone Financial Group 13F FAQ
What does Goldstone Financial Group own?
Goldstone Financial Group reported 240 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VOO (14.4%), QQQ (4.5%) and JQUA (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did Goldstone Financial Group buy and sell in Q2 2026?
Compared with Q1 2026: 23 new positions, 82 added to, 123 trimmed and 8 sold out. It sold all of TQQQ, USFR and PLTR.
When will Goldstone Financial Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Goldstone Financial Group's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.