Goldstone Financial Group, LLC ETF holdings
Oakbrook Terrace, IL
Reported $951.2M in 134 ETFs in its Form 13F for June 30, 2026.
ETF value
$951.2M
ETFs held
134
Change from prior quarter
+19.1%
With price moves
ETFs as a share of its 13F
86.9%
of $1.1B
Top 10 of 134 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $158.1M | 230,142 | +28,945 shares |
| QQQ | Invesco QQQ Trust | $49.8M | 67,648 | −1,080 shares |
| JQUA | JPMorgan U.S. Quality Factor ETF | $40.2M | 556,388 | −24,030 shares |
| VTV | Vanguard Morningstar Value ETF | $39.2M | 180,069 | −12,475 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $27.8M | 147,931 | +12,426 shares |
| BUFR | FT Vest Laddered Buffer ETF | $27.8M | 760,367 | −268,877 shares |
| JPIB | JPMorgan International Bond Opportunities ETF | $27.4M | 566,365 | +27,770 shares |
| VT | Vanguard Total World Stock ETF | $20.4M | 129,961 | +70,228 shares |
| GLOF | iShares Global Equity Factor ETF | $19.9M | 338,741 | +182,375 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $19.9M | 246,374 | +182,349 shares |
124 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002040021. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Goldstone Financial Group, LLC own?
Goldstone Financial Group, LLC reported 134 ETF positions worth $951.2M in its Form 13F for June 30, 2026. The largest was VOO, at $158.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.