2026 Q1 Portfolio Activity
In 2026 Q1, Goldstone Financial Group, LLC maintained a portfolio of 240 distinct positions. The most significant new addition was VANGUARD INTL EQUITY INDEX F, now representing 0.90% of the total fund value. They heavily accumulated shares in INVESCO QQQ TR, increasing the position by 11354.7%. Conversely, Goldstone Financial Group, LLC completely exited their position in INVESCO QQQ TR.
Position History
hover any row below to update
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Total Positions
240
Quarter
2026 Q1
Top Holding
VOO (13.0%)
Top 10 Concentration
39.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 240
Goldstone Financial Group, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 13.04% | 11.27% |
#1
Prev: #1
|
8.5 |
—
|
39,930 | 24.8% |
P
S
|
201,197 | $120,224,980 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 4.30% | 4.43% |
#2
Prev: #2
|
5.2 |
—
|
3,934 | 6.1% |
P
S
|
68,728 | $39,668,252 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 4.10% | 3.84% |
#3
1
Prev: #4
|
4.6 |
—
|
11,859 | 6.6% |
P
S
|
192,544 | $37,777,124 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JQUA
J P MORGAN EXCH...
|
ETF | 3.86% | 3.72% |
#4
1
Prev: #5
|
4.0 |
—
|
51,982 | 9.8% |
P
S
|
580,418 | $35,591,220 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 3.77% | 4.08% |
#5
2
Prev: #3
|
2.5 |
—
|
-39,597 | -3.7% |
P
S
|
1,029,244 | $34,757,570 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 2.79% | 2.93% |
#6
Prev: #6
|
1.6 |
—
|
-2,070 | -0.4% |
P
S
|
538,595 | $25,755,599 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IUSG
ISHARES TR
|
Warrant | 2.28% | 2.12% |
#7
2
Prev: #9
|
2.9 |
—
|
22,035 | 19.4% |
P
S
|
135,505 | $21,018,218 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.02% | 2.21% |
#8
Prev: #8
|
1.3 |
—
|
-943 | -1.6% |
P
S
|
58,208 | $18,673,589 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.99% | 1.80% |
#9
1
Prev: #10
|
2.8 |
—
|
8,392 | 15.1% |
P
S
|
64,025 | $18,386,686 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FSMD
FIDELITY COVING...
|
ETF | 1.74% | 1.65% |
#10
3
Prev: #13
|
2.7 |
—
|
22,470 | 6.7% |
P
S
|
357,873 | $16,004,095 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.73% | 1.59% |
#11
5
Prev: #16
|
2.7 |
—
|
21,762 | 9.6% |
P
S
|
249,586 | $15,993,451 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CLOA
BLACKROCK ETF T...
|
ETF | 1.71% | 1.52% |
#12
6
Prev: #18
|
2.7 |
—
|
39,839 | 15.1% |
P
S
|
303,923 | $15,753,868 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AAPL
APPLE INC
|
Technology | 1.67% | 1.46% |
#13
7
Prev: #20
|
3.2 |
—
|
12,331 | 25.5% |
P
S
|
60,670 | $15,397,469 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 1.62% | 1.42% |
#14
7
Prev: #21
|
2.6 |
—
|
50,642 | 18.3% |
P
S
|
327,345 | $14,933,483 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FNDA
SCHWAB STRATEGI...
|
Bond/Debt | 1.56% | 1.76% |
#15
4
Prev: #11
|
1.1 |
—
|
-59,703 | -11.9% |
P
S
|
442,767 | $14,358,922 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IVV
ISHARES TR
|
ETF | 1.54% | 2.45% |
#16
9
Prev: #7
|
0.6 |
—
|
-10,387 | -32.4% |
P
S
|
21,676 | $14,158,889 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FDL
FIRST TR EXCHAN...
|
Unknown | 1.51% | 1.50% |
#17
2
Prev: #19
|
1.1 |
—
|
-29,360 | -9.7% |
P
S
|
274,094 | $13,923,990 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MOAT
VANECK ETF TRUS...
|
ETF | 1.37% | 1.54% |
#18
1
Prev: #17
|
1.0 |
—
|
-3,352 | -2.5% |
P
S
|
130,566 | $12,625,759 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 1.36% | 1.64% |
#19
5
Prev: #14
|
1.0 |
—
|
-18,952 | -11.8% |
P
S
|
141,661 | $12,531,295 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPLB
SPDR SERIES TRU...
|
ETF | 1.33% | 1.59% |
#20
5
Prev: #15
|
1.0 |
—
|
-79,469 | -12.6% |
P
S
|
552,122 | $12,268,153 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SRLN
SSGA ACTIVE ETF...
|
ETF | 1.21% | 1.30% |
#21
3
Prev: #24
|
1.0 |
—
|
-5,260 | -1.9% |
P
S
|
276,883 | $11,114,086 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JBND
J P MORGAN EXCH...
|
Bond/Debt | 1.11% | 1.18% |
#22
5
Prev: #27
|
0.9 |
—
|
-4,172 | -2.1% |
P
S
|
191,045 | $10,272,473 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 1.06% | 1.23% |
#23
2
Prev: #25
|
0.9 |
—
|
-25,550 | -11.7% |
P
S
|
193,368 | $9,786,331 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.06% | 1.08% |
#24
4
Prev: #28
|
0.9 |
—
|
-1,729 | -2.6% |
P
S
|
65,888 | $9,757,939 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VPU
VANGUARD WORLD ...
|
ETF | 1.04% | 1.06% |
#25
4
Prev: #29
|
0.9 |
—
|
-2,796 | -5.4% |
P
S
|
48,541 | $9,617,830 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FTEC
FIDELITY COVING...
|
ETF | 1.00% | 1.30% |
#26
3
Prev: #23
|
0.9 |
—
|
-7,660 | -14.7% |
P
S
|
44,288 | $9,214,035 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.95% | 1.00% |
#27
5
Prev: #32
|
0.9 |
—
|
-1,774 | -1.6% |
P
S
|
110,505 | $8,759,727 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.93% | 1.74% |
#28
16
Prev: #12
|
0.4 |
—
|
-58,331 | -39.9% |
P
S
|
87,984 | $8,614,523 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DON
WISDOMTREE TR
|
Unknown | 0.92% | 1.18% |
#29
3
Prev: #26
|
0.4 |
—
|
-43,257 | -21.1% |
P
S
|
161,651 | $8,493,137 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.90% | — |
#30
Prev: #—
|
3.9 |
—
|
59,733 | — |
NEW
|
59,733 | $8,262,248 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IGIB
ISHARES TR
|
ETF | 0.89% | 0.94% |
#31
3
Prev: #34
|
0.9 |
—
|
-2,082 | -1.3% |
P
S
|
155,091 | $8,253,939 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GLOF
ISHARES TR
|
ETF | 0.88% | — |
#32
Prev: #—
|
3.9 |
—
|
156,366 | — |
NEW
|
156,366 | $8,149,843 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPGM
SPDR INDEX SHS ...
|
ETF | 0.88% | — |
#33
Prev: #—
|
3.9 |
—
|
107,596 | — |
NEW
|
107,596 | $8,146,093 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IOO
ISHARES TR
|
ETF | 0.88% | — |
#34
Prev: #—
|
3.9 |
—
|
67,034 | — |
NEW
|
67,034 | $8,109,103 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FPAG
INVESTMENT MANA...
|
ETF | 0.88% | — |
#35
Prev: #—
|
3.9 |
—
|
222,718 | — |
NEW
|
222,718 | $8,080,209 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.86% | 0.94% |
#36
3
Prev: #33
|
0.8 |
—
|
8 | 0.0% |
P
S
|
45,458 | $7,927,928 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.85% | 1.05% |
#37
7
Prev: #30
|
0.8 |
—
|
-23,942 | -18.7% |
P
S
|
103,907 | $7,803,450 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.81% | 1.30% |
#38
16
Prev: #22
|
0.3 |
—
|
-73,494 | -35.8% |
P
S
|
132,057 | $7,471,806 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.80% | 0.78% |
#39
2
Prev: #37
|
0.8 |
—
|
-14,897 | -5.8% |
P
S
|
240,684 | $7,384,179 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NOBL
PROSHARES TR
|
ETF | 0.77% | 0.77% |
#40
2
Prev: #38
|
0.8 |
—
|
446 | 0.7% |
P
S
|
67,060 | $7,109,001 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
UCON
FIRST TR EXCHNG...
|
ETF | 0.68% | 0.88% |
#41
6
Prev: #35
|
0.8 |
—
|
-58,975 | -18.8% |
P
S
|
254,748 | $6,310,106 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.63% | 0.23% |
#42
30
Prev: #72
|
3.3 |
—
|
12,939 | 219.7% |
P
S
|
18,828 | $5,827,526 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.63% | 0.73% |
#43
3
Prev: #40
|
0.8 |
—
|
-685 | -3.4% |
P
S
|
19,666 | $5,784,873 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IWR
ISHARES TR
|
ETF | 0.62% | 1.01% |
#44
13
Prev: #31
|
0.2 |
—
|
-35,451 | -37.6% |
P
S
|
58,751 | $5,712,314 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.59% | 0.67% |
#45
4
Prev: #41
|
0.7 |
—
|
-426 | -4.8% |
P
S
|
8,421 | $5,476,689 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VFLO
VICTORY PORTFOL...
|
Unknown | 0.53% | 0.74% |
#46
7
Prev: #39
|
0.2 |
—
|
-45,040 | -26.6% |
P
S
|
124,360 | $4,909,724 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MDYG
SPDR SERIES TRU...
|
ETF | 0.50% | 0.83% |
#47
11
Prev: #36
|
0.2 |
—
|
-32,911 | -40.8% |
P
S
|
47,732 | $4,580,345 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.48% | 0.56% |
#48
3
Prev: #45
|
0.7 |
—
|
-471 | -3.0% |
P
S
|
15,449 | $4,442,566 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 0.48% | 0.55% |
#49
3
Prev: #46
|
0.7 |
—
|
-6,001 | -8.5% |
P
S
|
64,451 | $4,400,714 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.46% | — |
#50
Prev: #—
|
3.7 |
—
|
16,211 | — |
NEW
|
16,211 | $4,246,042 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-50 of 240 holdings