Goldstone Financial Group, LLC holds a diversified book of 240 stocks worth $1.1B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ishares LRG CP CR Act ETF-Ui and trimmed Invesco QQQ Trust Series 1. Their largest long position is Vanguard S&P 500 ETF at 14% of the equity book. They also disclosed $10K in put options (a bearish bet) and $117K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +15% (+18.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.5 points over this window.
Growth of $10,000 cloning Goldstone Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Goldstone Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $94.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.1B |
| SHP Wealth Management | 80 / 80 | $865.9M |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $143.8B |
| ROYAL BANK OF CANADA | 79 / 80 | $131.8B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $89.4B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $85.5B |
| AE Wealth Management LLC | 79 / 80 | $4.8B |
Ranked by how many of Goldstone Financial Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $158.1M | 230.1K | 14.4% | ▲+14% Added · +29K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $49.8M | 67.6K | 4.6% | ▼−1.6% Reduced · −1K sh | |
| 3 | J P Morgan Exchange Traded F US QUALTY FCTR | $40.2M | 556.4K | 3.7% | ▼−4.1% Reduced · −24K sh | |
| 4 | Vanguard Index FDS VALUE ETF | $39.2M | 180.1K | 3.6% | ▼−6.5% Reduced · −12K sh | |
| 5 | Ishares TR CORE S&P US GWT | $27.8M | 147.9K | 2.5% | ▲+9.2% Added · +12K sh | |
| 6 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $27.8M | 760.4K | 2.5% | ▼−26% Reduced · −269K sh | |
| 7 | J P Morgan Exchange Traded F INTL BD OPP ETF | $27.4M | 566.4K | 2.5% | ▲+5.2% Added · +28K sh | |
| 8 | Vanguard Intl Equity Index F TT WRLD ST ETF | $20.4M | 130.0K | 1.9% | ▲+118% Added · +70K sh | |
| 9 | Ishares TR GLOBAL EQUITY | $19.9M | 338.7K | 1.8% | ▲+117% Added · +182K sh | |
| 10 | Vanguard Index FDS MID CAP ETF | $19.9M | 246.4K | 1.8% | ▲+285% Added · +182K sh | |
| 11 | Investment Managers Ser TR I FPA GBL EQTY ETF | $19.8M | 493.5K | 1.8% | ▲+122% Added · +271K sh | |
| 12 | SPDR Index SHS FDS ST STR MSCI GLB | $19.7M | 230.3K | 1.8% | ▲+114% Added · +123K sh | |
| 13 | Ishares TR GLOBAL 100 ETF | $19.6M | 143.2K | 1.8% | ▲+114% Added · +76K sh | |
| 14 | BlackRock ETF Trust II ISHARES AAA CLO | $19.0M | 366.3K | 1.7% | ▲+21% Added · +62K sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $18.8M | 50.9K | 1.7% | ▼−13% Reduced · −7K sh | |
| 16 | Fidelity Covington Trust SML MID MLTFCT | $18.7M | 353.4K | 1.7% | ▼−1.2% Reduced · −4K sh | |
| 17 | Fidelity Merrimack STR TR TOTAL BD ETF | $18.6M | 409.1K | 1.7% | ▲+25% Added · +82K sh | |
| 18 | Apple Inc COM | $17.7M | 61.1K | 1.6% | ▲+0.8% Added · +458 sh | |
| 19 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $16.1M | 226.4K | 1.5% | ▼−9.3% Reduced · −23K sh | |
| 20 | Ishares TR CORE S&P500 ETF | $15.7M | 20.9K | 1.4% | ▼−3.5% Reduced · −767 sh | |
| 21 | Schwab Strategic TR FUNDAMENTAL US S | $13.7M | 359.6K | 1.3% | ▼−19% Reduced · −83K sh | |
| 22 | Vaneck ETF Trust MRNGSTR WDE MOAT | $10.8M | 103.9K | 1.0% | ▼−20% Reduced · −27K sh | |
| 23 | First TR Exchange-Traded FD SHS | $10.7M | 219.3K | 1.0% | ▼−20% Reduced · −55K sh | |
| 24 | Vanguard Index FDS SMALL CP ETF | $10.5M | 34.6K | 1.0% | ▲+114% Added · +18K sh | |
| 25 | Ssga Active ETF TR ST STR BL LN ETF | $10.3M | 255.1K | 0.9% | ▼−7.9% Reduced · −22K sh | |
| 26 | Vanguard Whitehall FDS HIGH DIV YLD | $10.1M | 64.1K | 0.9% | ▼−2.8% Reduced · −2K sh | |
| 27 | SPDR Series Trust ST STR P500GRW | $10.0M | 83.7K | 0.9% | ▼−4.8% Reduced · −4K sh | |
| 28 | Vanguard Whitehall FDS INTL DVD ETF | $9.9M | 106.5K | 0.9% | ▼−25% Reduced · −35K sh | |
| 29 | SPDR Series Trust ST LONG BD ETF | $9.3M | 417.2K | 0.9% | ▼−24% Reduced · −135K sh | |
| 30 | Ishares U S ETF TR IT RT HDG HGYL | $8.7M | 100.4K | 0.8% | ▲+167% Added · +63K sh | |
| 31 | Pacer FDS TR ARIST HIGH ETF | $8.7M | 185.6K | 0.8% | ▲+167% Added · +116K sh | |
| 32 | Vaneck ETF Trust PREFERRED SECURT | $8.6M | 479.6K | 0.8% | ▲+167% Added · +300K sh | |
| 33 | Vanguard World FD UTILITIES ETF | $8.2M | 41.9K | 0.7% | ▼−14% Reduced · −7K sh | |
| 34 | Fidelity Covington Trust MSCI INFO TECH I | $8.2M | 28.7K | 0.7% | ▼−35% Reduced · −16K sh | |
| 35 | Vanguard Intl Equity Index F ALLWRLD EX US | $8.2M | 97.8K | 0.7% | ▼−5.9% Reduced · −6K sh | |
| 36 | Wisdomtree TR US MIDCAP DIVID | $7.9M | 139.7K | 0.7% | ▼−14% Reduced · −22K sh | |
| 37 | SPDR Series Trust ST STR P500VAL | $7.7M | 127.4K | 0.7% | ▼−3.5% Reduced · −5K sh | |
| 38 | Nvidia Corporation COM | $7.6M | 38.1K | 0.7% | ▼−16% Reduced · −7K sh | |
| 39 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $7.6M | 149.9K | 0.7% | ▼−22% Reduced · −43K sh | |
| 40 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $7.4M | 93.3K | 0.7% | ▼−16% Reduced · −17K sh | |
| 41 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $7.3M | 137.2K | 0.7% | ▼−28% Reduced · −54K sh | |
| 42 | SPDR Series Trust ST LON TREAS ETF | $7.0M | 265.1K | 0.6% | ▲+172% Added · +168K sh | |
| 43 | Ishares TR ISHS 5-10YR INVT | $6.9M | 130.5K | 0.6% | ▼−16% Reduced · −25K sh | |
| 44 | Angel Oak Funds Trust MORTGAGE BACKED | $6.9M | 797.9K | 0.6% | ▲+170% Added · +502K sh | |
| 45 | JPMorgan Chase & Co COM | $6.5M | 20.0K | 0.6% | ▲+1.7% Added · +331 sh | |
| 46 | State STR SPDR S&P 500 ETF T TR UNIT | $6.5M | 8.7K | 0.6% | ▲+3.2% Added · +267 sh | |
| 47 | Ishares TR RUS MID CAP ETF | $6.2M | 56.4K | 0.6% | ▼−4.0% Reduced · −2K sh | |
| 48 | Broadcom Inc COM | $6.0M | 16.0K | 0.6% | ▼−15% Reduced · −3K sh | |
| 49 | Alphabet Inc CAP STK CL A | $5.7M | 15.8K | 0.5% | ▲+2.4% Added · +371 sh | |
| 50 | Schwab Strategic TR US DIVIDEND EQ | $5.6M | 177.8K | 0.5% | ▼−26% Reduced · −63K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2040021/holdings"
Use Arkolith to show Goldstone Financial Group, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | INVESCO QQQ TRUST SERIES 1QQQ | $61K | 200 |
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $56K | 300 |
| PUT · bearish | APPLE INCAAPL | $10K | 500 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.